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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 6 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 COST COSTCO WHSL CORP NEW Consumer Defensive 13,020.0 $11.2M 0.22% $862.29 +21.8%
102 FIDELITY GREENWOOD STREET TR 355,650.0 $11.0M 0.21% NEW $30.91
103 SYFI AB ACTIVE ETFS INC 302,052.0 $10.9M 0.21% +42K +16.1% $35.93 -0.6%
104 JMST J P MORGAN EXCHANGE TRADED F 212,930.0 $10.8M 0.21% +10K +5.2% $50.94 -0.2%
105 VONG VANGUARD SCOTTSDALE FDS 87,474.0 $10.7M 0.20% -9K -9.0% $121.75 +5.4%
106 JSML JANUS DETROIT STR TR 144,269.0 $10.6M 0.20% $73.56 +13.8%
107 QCOM QUALCOMM INC Technology 61,476.0 $10.5M 0.20% -6K -9.5% $171.04 +18.4%
108 SCHB SCHWAB STRATEGIC TR 400,609.0 $10.5M 0.20% -4K -0.9% $26.23 +9.0%
109 MMIT NEW YORK LIFE INVTS ACTIVE E 422,597.0 $10.3M 0.20% -11K -2.5% $24.33 -0.8%
110 DYNF BLACKROCK ETF TRUST 168,549.0 $10.2M 0.20% +852.0 +0.5% $60.81 +9.4%
111 BSV VANGUARD BD INDEX FDS 127,507.0 $10.0M 0.19% +43K +50.9% $78.81 -1.2%
112 UNH UNITEDHEALTH GROUP INC Healthcare 30,366.0 $10.0M 0.19% -222.0 -0.7% $330.10 +16.1%
113 NEE NEXTERA ENERGY INC Utilities 123,682.0 $9.9M 0.19% -13K -9.5% $80.28 +11.7%
114 SPEM SPDR INDEX SHS FDS 206,937.0 $9.7M 0.19% +5K +2.4% $46.81 +9.1%
115 CRM SALESFORCE INC Technology 36,322.0 $9.6M 0.18% +3K +9.8% $264.91 -33.4%
116 ANET ARISTA NETWORKS INC Technology 73,213.0 $9.6M 0.18% $131.02 +13.4%
117 PG PROCTER AND GAMBLE CO Consumer Defensive 66,564.0 $9.5M 0.18% -2K -2.6% $143.31 -0.6%
118 FRDM EA SERIES TRUST 184,997.0 $9.5M 0.18% +3K +1.6% $51.27 +32.6%
119 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 30,782.0 $9.4M 0.18% +1K +4.0% $303.87 +32.2%
120 SCHF SCHWAB STRATEGIC TR 387,890.0 $9.3M 0.18% +12K +3.3% $24.04 +13.8%
Page 6 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%