Values First Advisors, Inc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $177 Million distributed in 283 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pimco ETF Tr Enhanced Sht Matu with a value of $9.31M, Vanguard with a value of $7.5M, Ishares Barclays 1 3 Year Trea with a value of $6.61M, Ihares Core 1 5 Years Usd Bond with a value of $6.22M, and Ishares Barclays 3 7 Yr Treas with a value of $5M.
Examining the 13F form we can see an increase of $11.1M in the current position value, from $166M to 177M.
Below you can find more details about Values First Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$177 Million
ETFs: $53.4 Million
Technology: $27.9 Million
Healthcare: $27.9 Million
Industrials: $18.8 Million
Consumer Cyclical: $13.6 Million
Real Estate: $10.4 Million
Financial Services: $9.01 Million
Energy: $5.13 Million
Other: $11.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
