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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 5 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SMH VANECK ETF TRUST 45,446.0 $16.4M 0.31% +4K +9.8% $360.13 +57.6%
82 ABBV ABBVIE INC Healthcare 71,310.0 $16.3M 0.31% -3K -4.6% $228.49 -6.1%
83 DGRW WISDOMTREE TR 182,150.0 $16.3M 0.31% $89.43 +7.3%
84 BIL SPDR SERIES TRUST 173,993.0 $15.9M 0.31% +11K +7.0% $91.38 +0.2%
85 JNJ JOHNSON & JOHNSON Healthcare 69,852.0 $14.5M 0.28% +998.0 +1.4% $206.95 +12.0%
86 HELO J P MORGAN EXCHANGE TRADED F 210,328.0 $14.0M 0.27% -82K -28.0% $66.43 +2.0%
87 MUB ISHARES TR 126,376.0 $13.5M 0.26% +26K +25.3% $107.11 -1.0%
88 GLD SPDR GOLD TR Financial Services 33,949.0 $13.5M 0.26% +2K +6.6% $396.31 +5.2%
89 UTES ETFIS SER TR I 169,135.0 $13.4M 0.26% +53K +46.2% $78.95 +1.6%
90 CORP PIMCO ETF TR 136,318.0 $13.3M 0.26% -3K -2.0% $97.85 -1.9%
91 NFLX NETFLIX INC Communication Services 139,470.0 $13.1M 0.25% +125K +882.7% $93.76 -4.8%
92 HD HOME DEPOT INC Consumer Cyclical 37,994.0 $13.1M 0.25% -2K -5.2% $344.10 -8.8%
93 MCD MCDONALDS CORP Consumer Cyclical 42,320.0 $12.9M 0.25% -2K -3.8% $305.63 -7.0%
94 IEF ISHARES TR 132,182.0 $12.7M 0.24% -30K -18.4% $96.16 -2.5%
95 J P MORGAN EXCHANGE TRADED F 235,616.0 $11.9M 0.23% -283K -54.6% $50.59
96 IVW ISHARES TR 95,398.0 $11.8M 0.23% -895.0 -0.9% $123.26 +10.8%
97 SPDW SPDR INDEX SHS FDS 262,486.0 $11.7M 0.22% +6K +2.4% $44.41 +13.4%
98 DFAC DIMENSIONAL ETF TRUST 290,006.0 $11.5M 0.22% -606K -67.6% $39.59 +9.5%
99 BBUS J P MORGAN EXCHANGE TRADED F 92,591.0 $11.4M 0.22% +7K +8.4% $123.30 +8.5%
100 FEGE RBB FUND TRUST 247,577.0 $11.4M 0.22% +58K +30.7% $46.03 +8.6%
Page 5 of 48  ·  944 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%