account_balance
Investment manager · 13F filer · SEC CIK 1769897
Great Valley Advisor Group, Inc.
Reported value$6.91Bas of Sep 30, 2026
Positions1,085 98 new, 53 sold out
Top 10 weight19.3%NVDA alone is 4%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
3.8%
SPYMSPDR Series Trust
2.6%Added +19%
AAPLApple Inc
2.2%Added +5%
DLNWisdomtree Tr
2.2%Added +4%
QGROAmerican Centy ETF Tr
1.8%Added +3%
IDMOInvesco Exch Traded Fd Tr II
1.4%Added +4%
VFLOVictory Portfolios II
1.4%Trimmed −3%
AVEMAmerican Centy ETF Tr
1.3%Added +6%
MSFTMicrosoft Corp
1.3%Added +4%
AMZNAmazon Com Inc
1.3%Added +4%
GLDMWorld Gold Tr
1.1%Added +10%
CGGRCapital Group Growth ETF
1.1%Added +13%
NVDANvidia Corporation
3.8%
SPYMSPDR Series Trust
2.6%Added +19%
AAPLApple Inc
2.2%Added +5%
DLNWisdomtree Tr
2.2%Added +4%
QGROAmerican Centy ETF Tr
1.8%Added +3%
IDMO1.4%
VFLO1.4%
AVEM1.3%
MSFT1.3%AMZN1.3%GLDM1.1%CGGR1.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 3.8% Held
SPYM SPDR Series Trust 2.6% Added +19%
AAPL Apple Inc 2.2% Added +5%DLN Wisdomtree Tr 2.2% Added +4%
QGRO American Centy ETF Tr 1.8% Added +3%
IDMO Invesco Exch Traded Fd Tr II 1.4% Added +4%
VFLO Victory Portfolios II 1.4% Trimmed −3%
AVEM American Centy ETF Tr 1.3% Added +6%
MSFT Microsoft Corp 1.3% Added +4%AMZN Amazon Com Inc 1.3% Added +4%GLDM World Gold Tr 1.1% Added +10%CGGR Capital Group Growth ETF 1.1% Added +13%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- RAAX $35.8M
- LRGC $13.8M
- JCPB $9.08M
- VPLS $8.01M
arrow_upwardAdded
- TFLR +6264%
- PYLD +434%
- CRWD +311%
- IDEV +239%
arrow_downwardTrimmed
- VSDA −58%
- BOND −31%
- CGMS −27%
- AGG −20%
remove_circleSold out
- XAGG $8.32M
- COPY $1.48M
- BUFT $982K
- BUFG $972K