§ 13F · FUND PROFILE
Values First Advisors, Inc..
AUM · $438M (13F)Positions · 886Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | 169K | $10M | 2.3% | +8% |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | 42 | $10M | 2.3% | — |
| 3 | ISTB | ISHARES TR | 144K | $7M | 1.6% | +4% |
| 4 | ISTB | ISHARES TR | 11 | $7M | 1.6% | — |
| 5 | SCHO | SCHWAB STRATEGIC TR | 17 | $7M | 1.6% | — |
| 6 | SCHO | SCHWAB STRATEGIC TR | 287K | $7M | 1.6% | NEW |
| 7 | IEF | ISHARES TR | 59K | $6M | 1.3% | +11% |
| 8 | IEF | ISHARES TR | 2 | $6M | 1.3% | — |
| 9 | IEI | ISHARES TR | 92 | $6M | 1.3% | — |
| 10 | IEI | ISHARES TR | 47K | $6M | 1.3% | +16% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VALUES SIGNAL
AC read
Values First Advisors, Inc. is a Other fund managing $438 million in assets. The fund runs a broad portfolio of 886 positions.
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