CIK 773411
VALLEY NATIONAL ADVISERS INC
Institutional 13F holdings & portfolio
Holdings
908
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 908
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 1.1M | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 266K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 9K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 32K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 8K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 12K | $1M+ | SH |
| AMGN | AMGEN INC | 11K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 10K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 59K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 118K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 13K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 20K | $1M+ | SH |
| ASCI | ABRDN FDS | 91K | $1M+ | SH |
| GLD | SPDR GOLD TR | 7K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 10K | $1M+ | SH |
| BX | BLACKSTONE INC | 17K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 52K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 22K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 25K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | SH |
| BLK | BLACKROCK INC | 2K | $1M+ | SH |
| TECB | ISHARES TR | 37K | $1M+ | SH |
| IGV | ISHARES TR | 21K | $1M+ | SH |
| ORCL | ORACLE CORP | 11K | $1M+ | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 47K | $1M+ | SH |
| IWF | ISHARES TR | 4K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 8K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 26K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| PPL | PPL CORP | 48K | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 787 | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 11K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| EMR | EMERSON ELEC CO | 11K | $1M+ | SH |
| CB | CHUBB LIMITED | 5K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 42K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 3K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 48K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| XT | ISHARES TR | 19K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 5K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 6K | $1M+ | SH |
| CHAT | TIDAL TRUST II | 20K | $1M+ | SH |
| DE | DEERE & CO | 2K | $1M+ | SH |
| JUST | GOLDMAN SACHS ETF TR | 12K | $1M+ | SH |
| NVS | NOVARTIS AG | 8K | $1M+ | SH |
| UNP | UNION PAC CORP | 5K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 4K | $1M+ | SH |