account_balance
Investment manager · 13F filer · SEC CIK 1913608
Values First Advisors, Inc.
Reported value$213Mas of Sep 30, 2026
Positions180 23 new, 67 sold out
Top 10 weight28.9%VGSH alone is 7%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VGSHVanguard Scottsdale FDS
7.5%Added +6113%
IEIiShares Tr
4.8%Added +1908%
ISTBiShares Tr
3.3%Added +29011%
IEFiShares Tr
2.7%Added +2206%
MINTPimco ETF Tr
2.2%Added +898%
VBILVanguard Instl Index Fd
2.1%Added +22447%
BILSPDR Series Trust
1.9%Added +1200%
SGOViShares Tr
1.7%Added +292%
ANETArista Networks, Inc.
1.4%+746400%
ENSGEnsign Group, Inc
1.4%+816%
TECHBio-techne Corp
1.4%+6190%
GHGuardant Health, Inc.
1.3%+801700%
VGSHVanguard Scottsdale FDS
7.5%Added +6113%
IEIiShares Tr
4.8%+1908%
ISTBiShares Tr
3.3%
IEFiShares Tr
2.7%
MINTPimco ETF Tr
2.2%+898%
VBILVanguard Instl Index Fd
2.1%+22447%
BILSPDR Series Trust
1.9%
SGOViShares Tr
1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VGSH Vanguard Scottsdale FDS 7.5% Added +6113%
IEI iShares Tr 4.8% Added +1908%
ISTB iShares Tr 3.3% Added +29011%
IEF iShares Tr 2.7% Added +2206%
MINT Pimco ETF Tr 2.2% Added +898%
VBIL Vanguard Instl Index Fd 2.1% Added +22447%
BIL SPDR Series Trust 1.9% Added +1200%
SGOV iShares Tr 1.7% Added +292%
ANET Arista Networks, Inc. 1.4% Added +746400%ENSG Ensign Group, Inc 1.4% Added +816%TECH Bio-techne Corp 1.4% Added +6190%GH Guardant Health, Inc. 1.3% Added +801700%What changed
Biggest moves since Jun 30, 2026
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