§ 13F · FUND PROFILE
GREAT VALLEY ADVISOR GROUP, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 999Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$125M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.11M | $194M | 3.5% | +3% |
| 2 | SPYM | SPDR SERIES TRUST | 1.68M | $129M | 2.3% | ±0% |
| 3 | DLN | WISDOMTREE TR | 1.35M | $120M | 2.2% | +4% |
| 4 | QGRO | AMERICAN CENTY ETF TR | 1.10M | $116M | 2.1% | +6% |
| 5 | AAPL | APPLE INC | 427K | $108M | 2.0% | +3% |
| 6 | BOND | PIMCO ETF TR | 956K | $88M | 1.6% | −14% |
| 7 | IDMO | INVESCO EXCH TRADED FD TR II | 1.39M | $76M | 1.4% | +6% |
| 8 | GLDM | WORLD GOLD TR | 817K | $76M | 1.4% | +1% |
| 9 | CGMS | CAPITAL GRP FIXED INCM ETF T | 2.74M | $75M | 1.4% | −9% |
| 10 | AVEM | AMERICAN CENTY ETF TR | 884K | $71M | 1.3% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GREAT SIGNAL
AC read
GREAT VALLEY ADVISOR GROUP, INC. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed