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Portfolio (Quarterly) Guide ↗

GREAT VALLEY ADVISOR GROUP, INC.

· CIK 0001769897
13F Portfolio $5.2B AUM 944 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 70 New 422 Added 344 Reduced 49 Exited
Page 2 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HELO J P MORGAN EXCHANGE TRADED F 210,328.0 $14.0M 0.27% -82K -28.0% $66.43 +2.0%
22 CORP PIMCO ETF TR 136,318.0 $13.3M 0.26% -3K -2.0% $97.85 -1.9%
23 HD HOME DEPOT INC Consumer Cyclical 37,994.0 $13.1M 0.25% -2K -5.2% $344.10 -8.8%
24 MCD MCDONALDS CORP Consumer Cyclical 42,320.0 $12.9M 0.25% -2K -3.8% $305.63 -7.0%
25 IEF ISHARES TR 132,182.0 $12.7M 0.24% -30K -18.4% $96.16 -2.5%
26 J P MORGAN EXCHANGE TRADED F 235,616.0 $11.9M 0.23% -283K -54.6% $50.59
27 IVW ISHARES TR 95,398.0 $11.8M 0.23% -895.0 -0.9% $123.26 +10.8%
28 DFAC DIMENSIONAL ETF TRUST 290,006.0 $11.5M 0.22% -606K -67.6% $39.59 +9.5%
29 VONG VANGUARD SCOTTSDALE FDS 87,474.0 $10.7M 0.20% -9K -9.0% $121.75 +5.4%
30 QCOM QUALCOMM INC Technology 61,476.0 $10.5M 0.20% -6K -9.5% $171.04 +18.4%
31 SCHB SCHWAB STRATEGIC TR 400,609.0 $10.5M 0.20% -4K -0.9% $26.23 +9.0%
32 MMIT NEW YORK LIFE INVTS ACTIVE E 422,597.0 $10.3M 0.20% -11K -2.5% $24.33 -0.8%
33 UNH UNITEDHEALTH GROUP INC Healthcare 30,366.0 $10.0M 0.19% -222.0 -0.7% $330.10 +16.1%
34 NEE NEXTERA ENERGY INC Utilities 123,682.0 $9.9M 0.19% -13K -9.5% $80.28 +11.7%
35 PG PROCTER AND GAMBLE CO Consumer Defensive 66,564.0 $9.5M 0.18% -2K -2.6% $143.31 -0.6%
36 FTCS FIRST TR EXCHANGE-TRADED FD 95,340.0 $8.8M 0.17% -8K -7.4% $92.52 +1.3%
37 VEA VANGUARD TAX-MANAGED FDS 140,654.0 $8.8M 0.17% -3K -2.1% $62.47 +13.2%
38 FNDA SCHWAB STRATEGIC TR 274,683.0 $8.7M 0.17% -84K -23.4% $31.51 +12.4%
39 CVX CHEVRON CORP NEW Energy 54,687.0 $8.3M 0.16% -6K -10.1% $152.42 +25.3%
40 MS MORGAN STANLEY Financial Services 46,823.0 $8.3M 0.16% -3K -6.0% $177.54 +12.9%
Page 2 of 18  ·  344 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.6%
Financial Services 21.5%
Communication Services 9.6%
Consumer Cyclical 9.0%
Healthcare 7.0%
Industrials 6.7%
Consumer Defensive 4.8%
Energy 2.6%
Utilities 2.4%
Basic Materials 1.1%