VALLEY NATIONAL ADVISERS INC - Portfolio Stock Holdings
VALLEY NATIONAL ADVISERS INC disclosed 946 stock positions in a recent SEC 13F filing. $768,729,229 of stock holdings were filed, with the largest holdings including SCHX, SCHG, and VTV. This filing represented positions held on March 31, 2026, and was filed on April 15, 2026.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:
March 31, 2026No. of Stocks:
946Est. Stock Holding Value:
$768,729,229Top Stock Holdings By Sector
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Portfolio Stock Holdings - VALLEY NATIONAL ADVISERS INC
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