§ 13F · FUND PROFILE
Values First Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $183.6T (13F)Positions · 283Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | 159K | $9.4T | 4.9% | +5% |
| 2 | ISTB | ISHARES TR | 137K | $6.7T | 3.5% | +5% |
| 3 | SHY | ISHARES TR | 79K | $6.5T | 3.4% | +5% |
| 4 | IEF | ISHARES TR | 55K | $5.3T | 2.7% | +5% |
| 5 | IEI | ISHARES TR | 44K | $5.3T | 2.7% | +4% |
| 6 | MINT | PIMCO ETF TR | 40K | $4.0T | 2.1% | — |
| 7 | NEAR | ISHARES U S ETF TR | 77K | $4.0T | 2.0% | — |
| 8 | EBS | EMERGENT BIOSOLUTIONS INC | 305K | $3.8T | 2.0% | −17% |
| 9 | BIL | SPDR SERIES TRUST | 37K | $3.4T | 1.8% | — |
| 10 | SGOV | ISHARES TR | 33K | $3.3T | 1.7% | +5% |
§ 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 $183595.3 trillion in assets. The fund runs a broad portfolio of 283 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed