Values First Advisors, Inc.: 13F holdings

CIK 19136082026Q2

Positions187
Reported value$219.0m
Filed2026-08-04

Change since last quarter

Positions187 (+8 vs prior quarter)
Reported value$219.0m (+14.1%)

Top 10 holdings

SecuritySharesValueWeight
VGSH VANGUARD SCOTTSDALE FDS173,787$10.1m4.6%
SCHO SCHWAB STRATEGIC TR296,679$7.2m3.3%
ISTB ISHARES TR144,740$7.0m3.2%
IEI ISHARES TR49,287$5.8m2.6%
IEF ISHARES TR60,525$5.7m2.6%
MINT PIMCO ETF TR46,886$4.7m2.2%
VANGUARD INSTL INDEX FD56,869$4.3m2.0%
BIL SPDR SERIES TRUST44,058$4.0m1.8%
LRCX LAM RESEARCH CORP8,426$3.7m1.7%
SGOV ISHARES TR35,077$3.5m1.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1913608")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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