VALLEY NATIONAL ADVISERS INC - Portfolio Stock Holdings
VALLEY NATIONAL ADVISERS INC disclosed 1751 stock positions in a recent SEC 13F filing. $908,678,792 of stock holdings were filed, with the largest holdings including SCHX, SCHG, and AAPL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,310,550,210 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
1751Est. Stock Holding Value:
$908,678,792Top Stock Holdings By Sector
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Portfolio Stock Holdings - VALLEY NATIONAL ADVISERS INC
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