account_balance

Investment manager · 13F filer · SEC CIK 773411

Valley National Advisers Inc

Reported value$909Mas of Sep 30, 2026
Positions1,715 702 new, 41 sold out
Top 10 weight38.6%SCHX alone is 7%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
SCHX Schwab Strategic Tr 7.2% Added +3%
SCHG Schwab Strategic Tr 4.8% Added +7%
AAPL Apple Inc. 4.6% Held
VTV Vanguard Index FDS 4.2% Added +6%
FELC Fidelity Covington Trust 3.5% Trimmed −4%
FBND Fidelity Merrimack STR Tr 3.3% Held
SCHF Schwab Strategic Tr 3.0% Added +3%
SCHB Schwab Strategic Tr 3.0% Held
CGGR Capital Group Growth ETF 2.8% Trimmed −3%
MSFT Microsoft Corp 2.1% Trimmed −3%
DFAI Dimensional ETF Trust 1.9% Added +6%
BOND Pimco ETF Tr 1.8% Trimmed −33%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 29, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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