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Great Valley Advisor Group

Latest statistics and disclosures from Great Valley Advisor Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, SPYM, QGRO, DLN, AAPL, and represent 13.10% of Great Valley Advisor Group's stock portfolio.
Added to shares of these 10 stocks: IDMO (+$42M), AVIG (+$33M), XMMO (+$26M), FEOE (+$25M), GARP (+$21M), JPIE (+$20M), TCAF (+$15M), VSMV (+$15M), XLK (+$12M), NFLX (+$12M).
Started 70 new stock positions in FEOE, DFAU, HBAN, GFAI, ALLW, IBHH, IBDX, SOLS, ICE, NEM.
Reduced shares in these 10 stocks: VFMO (-$35M), SPAB (-$30M), DFAC (-$24M), VFMF (-$21M), JMEE (-$20M), AVUV (-$16M), VSDA (-$15M), JPST (-$14M), JEPI (-$12M), GLDM (-$7.2M).
Sold out of its positions in AAON, ACP, AA, ALE, AMSC, ITEQ, ARM, AVY, B, BFK.
Great Valley Advisor Group was a net buyer of stock by $161M.
Great Valley Advisor Group has $5.2B in assets under management (AUM), dropping by 4.36%.
Central Index Key (CIK): 0001769897

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Portfolio Holdings for Great Valley Advisor Group

Great Valley Advisor Group holds 944 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Great Valley Advisor Group has 944 total positions. Only the first 250 positions are shown.

Sign up to view all of the Great Valley Advisor Group Dec. 31, 2025 positions
Download the Great Valley Advisor Group December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	3.9	$202M		1.1M	186.50	View chart
Spdr Series Trust State Street Spd (SPYM)	2.6	$135M		1.7M	80.22	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	2.3	$119M	+7%	1.0M	114.52	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	2.2	$114M	+7%	1.3M	88.08	View chart
Apple (AAPL)	2.2	$113M		415k	271.86	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.0	$104M	+11%	1.1M	93.08	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.6	$84M	+13%	3.0M	27.62	View chart
Microsoft Corporation (MSFT)	1.4	$75M		154k	483.62	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	1.4	$73M	+135%	1.3M	55.57	View chart
Amazon (AMZN)	1.3	$70M		303k	230.82	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.3	$69M	-9%	805k	85.37	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.3	$67M	+6%	866k	77.02	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.2	$61M	+3%	807k	74.88	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	1.1	$59M	-3%	1.5M	39.38	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.1	$55M	+6%	772k	71.72	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.1	$55M	+89%	399k	138.46	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.0	$54M	+8%	1.2M	44.47	View chart
Spdr Series Trust State Street Spd (SPSM)	1.0	$53M	+3%	1.1M	46.86	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.0	$53M	+6%	566k	92.80	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	1.0	$52M	+4%	1.4M	36.82	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$52M	-3%	166k	313.80	View chart
Federated Hermes Etf Trust Us Strategic Div (FDV)	1.0	$50M	+9%	1.7M	28.61	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.9	$48M	+46%	865k	55.27	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.9	$46M	-24%	868k	52.78	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.9	$45M	+51%	1.2M	38.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$42M	+3%	68k	614.31	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.8	$41M		802k	50.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$40M		127k	313.00	View chart
Spdr Series Trust State Street Spd (SPMD)	0.8	$40M	+4%	682k	57.91	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.7	$38M	+642%	906k	41.92	View chart
Spdr Series Trust State Street Spd (SPAB)	0.7	$36M	-44%	1.4M	25.75	View chart
Meta Platforms Cl A (META)	0.7	$36M	+11%	54k	660.10	View chart
Spdr Series Trust State Street Spd (SPYG)	0.7	$36M		333k	106.70	View chart
Broadcom (AVGO)	0.7	$35M	+12%	101k	346.10	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.7	$35M	-37%	538k	64.38	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.7	$34M		1.3M	27.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$33M		67k	487.86	View chart
Spdr Series Trust State Street Spd (SPYV)	0.6	$32M	+2%	569k	56.81	View chart
JPMorgan Chase & Co. (JPM)	0.6	$32M	-4%	98k	322.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$31M	+2%	314k	99.88	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$31M	-8%	46k	681.93	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$31M	+20%	209k	148.69	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$31M	+4%	527k	58.12	View chart
Vanguard Wellington Us Momentum (VFMO)	0.6	$30M	-53%	159k	191.25	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.6	$30M	+4%	590k	51.26	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.6	$30M	+10%	1.1M	27.21	View chart
Ishares Silver Tr Ishares (SLV)	0.6	$30M	-10%	463k	64.42	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$29M		486k	60.17	View chart
Spdr Series Trust State Street Spd (SPTI)	0.6	$29M	+5%	1.0M	28.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$29M	-8%	86k	335.27	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.5	$28M		724k	38.35	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.5	$27M	+11%	597k	45.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$26M		957k	27.43	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.5	$26M	+2%	536k	47.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$26M	+6%	41k	627.13	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.5	$25M	NEW	521k	48.36	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$25M	-2%	130k	190.99	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$24M	+99%	167k	143.97	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.5	$24M		264k	90.67	View chart
Ishares Tr Msci Usa Quality (GARP)	0.4	$23M	+1027%	330k	68.10	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.4	$22M	+3%	465k	47.97	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$22M	+5%	496k	43.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$22M	+4%	31k	684.95	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$21M	-15%	473k	45.32	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$21M	+3%	473k	45.21	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.4	$21M	+2032%	455k	46.29	View chart
Eli Lilly & Co. (LLY)	0.4	$20M	-3%	19k	1074.69	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$19M		72k	257.95	View chart
Wal-Mart Stores (WMT)	0.4	$19M	-5%	166k	111.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$18M	+6%	63k	290.23	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$18M		83k	219.78	View chart
Visa Com Cl A (V)	0.3	$18M	-7%	52k	350.70	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$18M		38k	473.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$18M		35k	502.65	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$18M		226k	77.88	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$18M	+25%	496k	35.33	View chart
Tesla Motors (TSLA)	0.3	$17M	-4%	37k	449.71	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.3	$17M	+16%	339k	49.14	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.3	$17M		290k	57.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$16M	+32%	480k	34.26	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$16M	+9%	45k	360.13	View chart
Abbvie (ABBV)	0.3	$16M	-4%	71k	228.49	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$16M		182k	89.43	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$16M	+7%	174k	91.38	View chart
Johnson & Johnson (JNJ)	0.3	$15M		70k	206.95	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.3	$14M	-27%	210k	66.43	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$14M	+25%	126k	107.11	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$14M	+6%	34k	396.31	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.3	$13M	+46%	169k	78.95	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.3	$13M	-2%	136k	97.85	View chart
Netflix (NFLX)	0.3	$13M	+882%	140k	93.76	View chart
Home Depot (HD)	0.3	$13M	-5%	38k	344.10	View chart
McDonald's Corporation (MCD)	0.2	$13M	-3%	42k	305.63	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$13M	-18%	132k	96.16	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$12M	-54%	236k	50.59	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$12M		95k	123.26	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$12M	+2%	263k	44.41	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$12M	-67%	290k	39.59	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$11M	+8%	93k	123.30	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.2	$11M	+30%	248k	46.03	View chart
Costco Wholesale Corporation (COST)	0.2	$11M		13k	862.29	View chart
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)	0.2	$11M	NEW	356k	30.91	View chart
Ab Active Etfs Short Duration H (SYFI)	0.2	$11M	+16%	302k	35.93	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$11M	+5%	213k	50.94	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$11M	-8%	88k	121.75	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.2	$11M		144k	73.56	View chart
Qualcomm (QCOM)	0.2	$11M	-9%	62k	171.04	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$11M		401k	26.23	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.2	$10M	-2%	423k	24.33	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$10M		169k	60.81	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$10M	+50%	128k	78.81	View chart
UnitedHealth (UNH)	0.2	$10M		30k	330.10	View chart
Nextera Energy (NEE)	0.2	$9.9M	-9%	124k	80.28	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$9.7M	+2%	207k	46.81	View chart
salesforce (CRM)	0.2	$9.6M	+9%	36k	264.91	View chart
Arista Networks Com Shs (ANET)	0.2	$9.6M		73k	131.02	View chart
Procter & Gamble Company (PG)	0.2	$9.5M	-2%	67k	143.31	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.2	$9.5M		185k	51.27	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$9.4M	+3%	31k	303.87	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$9.3M	+3%	388k	24.04	View chart
Honeywell International (HON)	0.2	$9.3M		48k	195.10	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$8.8M	-7%	95k	92.52	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$8.8M		42k	212.07	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$8.8M	+4%	219k	40.23	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$8.8M	+3%	213k	41.36	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.2	$8.8M	+10%	80k	109.66	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$8.8M	-2%	141k	62.47	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$8.7M	-23%	275k	31.51	View chart
Altria (MO)	0.2	$8.4M		146k	57.66	View chart
Palantir Technologies Cl A (PLTR)	0.2	$8.4M	+16%	47k	177.76	View chart
Chevron Corporation (CVX)	0.2	$8.3M	-10%	55k	152.42	View chart
Morgan Stanley Com New (MS)	0.2	$8.3M	-5%	47k	177.54	View chart
Bank of America Corporation (BAC)	0.2	$8.2M	+5%	149k	55.00	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$8.2M	+8%	184k	44.50	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$8.2M	+13%	101k	81.17	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$8.0M	+10%	90k	89.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$8.0M	+3%	84k	96.03	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.2	$8.0M	NEW	212k	37.78	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$8.0M	+30%	158k	50.29	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.2	$7.8M	-15%	109k	72.01	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$7.8M	+963%	203k	38.32	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$7.6M	-3%	322k	23.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$7.6M	-21%	115k	66.00	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$7.4M		24k	314.80	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$7.4M	+6%	90k	82.48	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$7.4M	+4%	136k	54.07	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$7.3M		62k	118.61	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$7.1M		31k	230.22	View chart
Ecolab (ECL)	0.1	$7.0M	-31%	27k	262.51	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$7.0M	+7%	138k	50.50	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$7.0M	-18%	267k	26.01	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$6.9M	-3%	43k	162.00	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$6.9M	+8%	128k	53.66	View chart
Union Pacific Corporation (UNP)	0.1	$6.6M	-14%	29k	231.32	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.1	$6.6M	-2%	184k	36.11	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$6.6M		101k	65.48	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$6.5M	+4%	78k	82.82	View chart
Exxon Mobil Corporation (XOM)	0.1	$6.4M	-5%	54k	120.33	View chart
Palo Alto Networks (PANW)	0.1	$6.3M	-8%	34k	184.21	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$6.3M		230k	27.30	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$6.2M	+6%	13k	468.78	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$6.2M	+32%	90k	69.47	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$6.2M	+2%	73k	84.64	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$6.2M	-8%	56k	109.91	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$6.0M	+3%	16k	373.44	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$5.9M	+2%	50k	119.31	View chart
Ge Vernova (GEV)	0.1	$5.8M	+49%	8.8k	653.54	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$5.8M		244k	23.65	View chart
Oracle Corporation (ORCL)	0.1	$5.7M	+4%	29k	194.92	View chart
Spdr Series Trust State Street Spd (SPIP)	0.1	$5.5M		213k	25.95	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$5.5M	+6%	169k	32.62	View chart
Emcor (EME)	0.1	$5.5M	+2%	9.0k	611.82	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$5.4M		46k	117.71	View chart
American Tower Reit (AMT)	0.1	$5.4M	-11%	31k	175.58	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$5.4M		90k	59.93	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$5.4M	-3%	65k	82.51	View chart
Novartis Sponsored Adr (NVS)	0.1	$5.4M	-17%	39k	137.87	View chart
Pimco Etf Tr Preferred And Cp (PRFD)	0.1	$5.4M	+13%	104k	51.51	View chart
Abbott Laboratories (ABT)	0.1	$5.4M		43k	125.28	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$5.3M	-69%	93k	57.24	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$5.3M		25k	210.35	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$5.2M	+13%	85k	61.13	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$5.2M	-15%	43k	119.35	View chart
Caterpillar (CAT)	0.1	$5.1M		9.0k	572.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$5.1M		95k	53.76	View chart
Cisco Systems (CSCO)	0.1	$5.1M		66k	77.03	View chart
Pepsi (PEP)	0.1	$5.1M	+2%	35k	143.53	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$5.0M	+18%	135k	37.39	View chart
Capital Group Conservative E SHS (CGCV)	0.1	$5.0M	+5%	164k	30.49	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$5.0M		84k	59.28	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$5.0M		36k	136.94	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$4.9M	-3%	31k	156.62	View chart
Citigroup Com New (C)	0.1	$4.9M		42k	116.68	View chart
Uber Technologies (UBER)	0.1	$4.9M	+15%	60k	81.70	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$4.9M		29k	167.95	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$4.9M		70k	69.42	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$4.8M	+27%	182k	26.68	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$4.8M		208k	23.03	View chart
Merck & Co (MRK)	0.1	$4.8M	-3%	45k	105.26	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$4.7M		16k	302.09	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$4.7M	-4%	204k	22.91	View chart
Ge Aerospace Com New (GE)	0.1	$4.6M	+29%	15k	308.02	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.1	$4.6M		185k	24.82	View chart
International Business Machines (IBM)	0.1	$4.6M		15k	296.18	View chart
Carvana Cl A (CVNA)	0.1	$4.5M		11k	422.01	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$4.5M	+21%	53k	83.76	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$4.5M		25k	177.35	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$4.4M		29k	154.16	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$4.4M	+4%	26k	170.63	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$4.4M		14k	323.02	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.3M	-5%	8.9k	483.72	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$4.3M	-8%	78k	54.77	View chart
Boston Scientific Corporation (BSX)	0.1	$4.3M	+14%	45k	95.35	View chart
Thermo Fisher Scientific (TMO)	0.1	$4.3M		7.4k	579.43	View chart
Principal Exchange Traded Prin U S Small (PSC)	0.1	$4.2M		73k	57.73	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$4.1M	-4%	138k	30.07	View chart
Invesco Db Multi-sector Comm Precious Metal (DBP)	0.1	$4.1M		40k	102.81	View chart
Spdr Series Trust State Street Spd (TFI)	0.1	$4.1M	+5%	89k	45.71	View chart
Quad / Graphics Com Cl A (QUAD)	0.1	$4.0M		645k	6.27	View chart
First Tr Exchange-traded Vest Investment (LQTI)	0.1	$4.0M	+187%	199k	20.12	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$4.0M	+25%	8.9k	444.58	View chart
Metropcs Communications (TMUS)	0.1	$4.0M	+69%	20k	203.06	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$4.0M	-6%	150k	26.47	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$3.9M		14k	279.13	View chart
Lowe's Companies (LOW)	0.1	$3.9M	+7%	16k	241.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.9M		20k	191.55	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$3.9M	+5%	27k	146.57	View chart
3M Company (MMM)	0.1	$3.9M	+3%	24k	160.10	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$3.9M	+8%	41k	94.16	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$3.8M	+99%	85k	45.35	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$3.8M	+5%	67k	56.70	View chart
Eaton Corp SHS (ETN)	0.1	$3.8M	+18%	12k	318.48	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$3.8M	-3%	121k	31.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$3.8M	-32%	31k	120.19	View chart
Advanced Micro Devices (AMD)	0.1	$3.7M		17k	214.15	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$3.7M	+4%	33k	111.79	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$3.7M	+9%	19k	193.65	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$3.6M	+13%	34k	106.70	View chart
Amgen (AMGN)	0.1	$3.6M		11k	327.28	View chart
Coca-Cola Company (KO)	0.1	$3.6M	+5%	52k	69.91	View chart
Emerson Electric (EMR)	0.1	$3.6M	+18%	27k	132.73	View chart
Cigna Corp (CI)	0.1	$3.6M	+2%	13k	275.22	View chart
Starbucks Corporation (SBUX)	0.1	$3.6M	+28%	42k	84.20	View chart
Powell Industries (POWL)	0.1	$3.5M		11k	318.72	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$3.5M	+2%	35k	102.53	View chart
Goldman Sachs (GS)	0.1	$3.5M	+9%	4.0k	879.08	View chart
Blackrock (BLK)	0.1	$3.5M	-13%	3.3k	1070.41	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$3.5M		34k	102.42	View chart
Charles Schwab Corporation (SCHW)	0.1	$3.5M	+18%	35k	99.92	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$3.5M	-9%	72k	47.95	View chart

Past Filings by Great Valley Advisor Group

SEC 13F filings are viewable for Great Valley Advisor Group going back to 2018

Great Valley Advisor Group 2025 Q4 filed Feb. 12, 2026
Great Valley Advisor Group 2025 Q3 filed Nov. 14, 2025
Great Valley Advisor Group 2025 Q2 filed Aug. 14, 2025
Great Valley Advisor Group 2025 Q1 filed May 8, 2025
Great Valley Advisor Group 2024 Q4 filed Feb. 24, 2025
Great Valley Advisor Group 2024 Q3 filed Nov. 12, 2024
Great Valley Advisor Group 2024 Q2 filed July 16, 2024
Great Valley Advisor Group 2024 Q1 filed May 6, 2024
Great Valley Advisor Group 2023 Q4 filed Feb. 6, 2024
Great Valley Advisor Group 2023 Q3 filed Nov. 7, 2023
Great Valley Advisor Group 2023 Q2 filed Aug. 10, 2023
Great Valley Advisor Group 2023 Q1 filed May 3, 2023
Great Valley Advisor Group 2022 Q4 filed Feb. 1, 2023
Great Valley Advisor Group 2022 Q3 filed Oct. 21, 2022
Great Valley Advisor Group 2022 Q2 filed July 19, 2022
Great Valley Advisor Group 2022 Q1 filed April 20, 2022

View all past filings

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