CIK 1769897
GREAT VALLEY ADVISOR GROUP, INC.
Institutional 13F holdings & portfolio
Holdings
944
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 944
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IDVO | AMPLIFY ETF TR | 724K | $1M+ | SH |
| JMBS | JANUS DETROIT STR TR | 597K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 957K | $1M+ | SH |
| PAVE | GLOBAL X FDS | 536K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 41K | $1M+ | SH |
| FEOE | RBB FUND TRUST | 521K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 130K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 167K | $1M+ | SH |
| QEFA | SPDR INDEX SHS FDS | 264K | $1M+ | SH |
| GARP | ISHARES TR | 330K | $1M+ | SH |
| IMTM | ISHARES TR | 465K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 496K | $1M+ | SH |
| IVV | ISHARES TR | 31K | $1M+ | SH |
| MINO | PIMCO ETF TR | 473K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 473K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 455K | $1M+ | SH |
| LLY | ELI LILLY & CO | 19K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 72K | $1M+ | SH |
| WMT | WALMART INC | 166K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 63K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 83K | $1M+ | SH |
| V | VISA INC | 52K | $1M+ | SH |
| IWF | ISHARES TR | 38K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 35K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 226K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 496K | $1M+ | SH |
| TSLA | TESLA INC | 37K | $1M+ | SH |
| VNLA | JANUS DETROIT STR TR | 339K | $1M+ | SH |
| DGS | WISDOMTREE TR | 290K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 480K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 45K | $1M+ | SH |
| ABBV | ABBVIE INC | 71K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 182K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 174K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 70K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 210K | $1M+ | SH |
| MUB | ISHARES TR | 126K | $1M+ | SH |
| GLD | SPDR GOLD TR | 34K | $1M+ | SH |
| UTES | ETFIS SER TR I | 169K | $1M+ | SH |
| CORP | PIMCO ETF TR | 136K | $1M+ | SH |
| NFLX | NETFLIX INC | 139K | $1M+ | SH |
| HD | HOME DEPOT INC | 38K | $1M+ | SH |
| MCD | MCDONALDS CORP | 42K | $1M+ | SH |
| IEF | ISHARES TR | 132K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 236K | $1M+ | SH |
| IVW | ISHARES TR | 95K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 262K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 290K | $1M+ | SH |
| BBUS | J P MORGAN EXCHANGE TRADED F | 93K | $1M+ | SH |
| FEGE | RBB FUND TRUST | 248K | $1M+ | SH |