account_balance
Investment manager · 13F filer · SEC CIK 1913608
Values First Advisors, Inc.
Reported value$219Mas of Jun 30, 2026
Positions232 70 new, 17 sold out
Top 10 weight25.6%VGSH alone is 5%
FiledJul 2929 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VGSHVanguard Scottsdale FDS
4.6%Trimmed −97%
SCHOSchwab Strategic Tr
3.3%New
ISTBiShares Tr
3.2%Trimmed −100%
IEIiShares Tr
2.6%Trimmed −90%
IEFiShares Tr
2.6%Trimmed −95%
MINTPimco ETF Tr
2.2%Trimmed −90%
VGUSVanguard Instl Index Fd
2.0%New
BILSPDR Series Trust
1.8%Trimmed −92%
LRCXLam Research Corp
1.7%Trimmed −100%
SGOViShares Tr
1.6%Trimmed −73%
AVGOBroadcom Inc
1.5%Trimmed −98%
XMTRXometry Inc
1.4%Trimmed −100%
VGSHVanguard Scottsdale FDS
4.6%Trimmed −97%
SCHOSchwab Strategic Tr
3.3%New
ISTBiShares Tr
3.2%Trimmed −100%
IEIiShares Tr
2.6%Trimmed −90%
IEFiShares Tr
2.6%Trimmed −95%
MINT2.2%
VGUS2.0%
BIL1.8%
LRCX1.7%SGOV1.6%
AVGO1.5%XMTR1.4%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
VGSH Vanguard Scottsdale FDS 4.6% Trimmed −97%
SCHO Schwab Strategic Tr 3.3% New
ISTB iShares Tr 3.2% Trimmed −100%
IEI iShares Tr 2.6% Trimmed −90%
IEF iShares Tr 2.6% Trimmed −95%
MINT Pimco ETF Tr 2.2% Trimmed −90%
VGUS Vanguard Instl Index Fd 2.0% New
BIL SPDR Series Trust 1.8% Trimmed −92%
LRCX Lam Research Corp 1.7% Trimmed −100%SGOV iShares Tr 1.6% Trimmed −73%
AVGO Broadcom Inc 1.5% Trimmed −98%XMTR Xometry Inc 1.4% Trimmed −100%What changed