Values First Advisors, Inc. Portfolio Holdings
Values First Advisors, Inc.
- $179 Million
- Q3 2025
Values First Advisors, Inc. has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $179 Million distributed in 318 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $9.02M, Ishares Barclays 1 3 Year Trea with a value of $6.84M, Ihares Core 1 5 Years Usd Bond with a value of $6.37M, Ishares Barclays 3 7 Yr Treas with a value of $5.17M, and Ishares Barclays with a value of $5.12M.
Examining the 13F form we can see an increase of $1.42M in the current position value, from $177M to 179M.
Below you can find more details about Values First Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$179 Million
ETFs: $55.1 Million
Technology: $27.1 Million
Healthcare: $26.8 Million
Industrials: $19 Million
Consumer Cyclical: $14.3 Million
Real Estate: $10.7 Million
Financial Services: $9.35 Million
Energy: $5.08 Million
Other: $11.1 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 318
- Current Value $179 Million
- Prior Value $177 Million
- Filing
- Period Q3 2025
- Filing Date October 21, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 6 stocks
- Additional Purchases 39 stocks
- Sold out of 0 stocks
- Reduced holdings in 122 stocks