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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, DLN, AAPL, QGRO, and represent 12.05% of Great Valley Advisor Group's stock portfolio.
Added to shares of these 10 stocks: VUG (+$29M), FBCG (+$17M), IWD (+$17M), VFLO (+$16M), VO (+$16M), IWF (+$15M), DLN (+$13M), FHEQ (+$12M), IDMO (+$9.7M), CNEQ (+$9.7M).
Started 92 new stock positions in PAYX, SEZL, CLSE, HYBL, VIGI, EOG, BBIO, GRNY, QUBT, ITEQ.
Reduced shares in these 10 stocks: USMF (-$30M), Honeywell International (-$14M), HELO (-$12M), QGRO (-$7.3M), SPTM (-$6.4M), PSC (-$5.2M), DGRW, SNOW, XLK, JHMB.
Sold out of its positions in TAFI, AVY, BBDC, BRO, CHRW, Carnival Corporation, CCI, DRI, EQT, EIX.
Great Valley Advisor Group was a net buyer of stock by $324M.
Great Valley Advisor Group has $6.3B in assets under management (AUM), dropping by 15.16%.
Central Index Key (CIK): 0001769897

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Portfolio Holdings for Great Valley Advisor Group

Great Valley Advisor Group holds 1040 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Great Valley Advisor Group has 1040 total positions. Only the first 250 positions are shown.

Sign up to view all of the Great Valley Advisor Group June 30, 2026 positions
Download the Great Valley Advisor Group June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	3.6	$227M	+2%	1.1M	200.09	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.3	$146M		1.7M	87.88	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	2.2	$142M	+9%	1.5M	96.32	View chart
Apple (AAPL)	2.0	$125M		433k	289.36	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	1.9	$123M	-5%	1.0M	118.05	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	1.5	$94M	+11%	1.6M	60.29	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.4	$91M	+3%	991k	92.21	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	1.4	$90M	+20%	2.0M	45.75	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$87M	+2%	905k	96.49	View chart
Amazon (AMZN)	1.3	$81M	+4%	339k	238.34	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.2	$78M	+3%	2.8M	27.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$70M	+2%	95k	736.40	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.1	$70M	+3%	843k	82.49	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	1.1	$69M		1.2M	57.67	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.1	$69M	+5%	866k	79.42	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	1.0	$66M	+5%	1.4M	47.20	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.0	$66M	+4%	827k	79.41	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	1.0	$64M	+7%	1.6M	40.59	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$63M	+6%	178k	353.33	View chart
Microsoft Corporation (MSFT)	1.0	$62M		167k	373.01	View chart
Federated Hermes Etf Trust Us Strategic Div (FDV)	1.0	$61M	+5%	1.9M	31.39	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.0	$60M	+2%	354k	170.14	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$60M	+10%	80k	746.77	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.9	$57M	+5%	579k	98.59	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.9	$56M	+3%	937k	59.80	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.8	$52M	+3%	1.3M	41.10	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.8	$50M		741k	67.56	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.8	$49M	+2%	848k	58.18	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.8	$48M	+18%	1.2M	41.41	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.7	$46M	-3%	386k	118.99	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.7	$45M	+2%	572k	78.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$44M	-2%	123k	357.37	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.7	$44M		66k	655.90	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.7	$43M	+6%	1.6M	27.47	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.7	$42M	+8%	1.6M	25.52	View chart
Vanguard Wellington Us Momentum (VFMO)	0.7	$41M	+2%	165k	249.51	View chart
Spdr Series Trust St Str P500val (SPYV)	0.6	$41M	+7%	669k	60.79	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$40M	-2%	795k	50.49	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$39M	+8%	636k	61.46	View chart
Broadcom (AVGO)	0.6	$38M		101k	377.75	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.6	$35M	+7%	371k	95.61	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.5	$35M		1.1M	31.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$35M	+498%	403k	86.14	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.5	$34M		578k	58.92	View chart
JPMorgan Chase & Co. (JPM)	0.5	$34M	+2%	104k	327.33	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$34M		207k	164.27	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.5	$33M	+7%	1.2M	28.39	View chart
Ishares Tr Msci Us Garp Etf (GARP)	0.5	$33M	+15%	398k	82.55	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$33M	+6%	526k	62.20	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$33M	+3%	1.0M	31.71	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.5	$32M		643k	49.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$31M		316k	98.98	View chart
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)	0.5	$31M	+5%	579k	53.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$31M		83k	370.04	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	0.5	$30M	+7%	311k	96.01	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.5	$29M	+15%	549k	53.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$29M		131k	217.93	View chart
Meta Platforms Cl A (META)	0.4	$28M	-5%	49k	563.29	View chart
Micron Technology (MU)	0.4	$27M	+11%	23k	1154.31	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.4	$27M	+2%	640k	42.00	View chart
Eli Lilly & Co. (LLY)	0.4	$27M	+5%	22k	1199.44	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$27M	+4%	505k	52.76	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$27M		39k	686.83	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$26M	+17%	577k	45.76	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.4	$25M	+13%	550k	46.05	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.4	$25M	+4%	188k	133.25	View chart
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)	0.4	$25M	+100%	746k	32.93	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$24M	+20%	430k	56.48	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$24M	+3%	51k	477.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$24M	-2%	32k	748.88	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$24M	+17%	447k	53.47	View chart
Templeton Emerging Markets (EMF)	0.4	$23M	+3%	1.0M	23.22	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$23M	+282%	95k	242.43	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.4	$23M	+2%	511k	44.99	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$22M	+2%	575k	37.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$22M	+3%	72k	303.12	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$21M	-14%	113k	190.52	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.3	$21M	+13%	433k	48.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$21M	+301%	256k	80.57	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$20M	+311%	163k	124.17	View chart
Wal-Mart Stores (WMT)	0.3	$20M	+2%	177k	113.26	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.3	$20M		309k	64.71	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$20M	+12%	260k	76.70	View chart
Abbvie (ABBV)	0.3	$20M		78k	251.64	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$20M	+5%	181k	107.62	View chart
Visa Com Cl A (V)	0.3	$19M	+3%	54k	343.08	View chart
Tesla Motors (TSLA)	0.3	$18M	-9%	43k	420.61	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$18M	-2%	75k	236.62	View chart
Johnson & Johnson (JNJ)	0.3	$17M	+2%	69k	253.97	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.3	$17M	+26%	390k	44.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$17M	-7%	35k	500.39	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.3	$17M	+51%	356k	48.29	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.3	$17M	NEW	274k	62.11	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$17M		182k	91.64	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.3	$16M	-28%	178k	90.79	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.3	$16M	+6%	96k	165.38	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.2	$16M	-17%	426k	36.53	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$16M		308k	50.39	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$15M		114k	134.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$15M	+6%	197k	77.11	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$15M	+5%	45k	334.81	View chart
Home Depot (HD)	0.2	$14M		39k	352.66	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.2	$14M		148k	93.06	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$14M	+10%	273k	50.57	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$14M	+8%	268k	51.00	View chart
McDonald's Corporation (MCD)	0.2	$13M	+2%	50k	270.31	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$13M	+8%	142k	94.57	View chart
Nextera Energy (NEE)	0.2	$13M	+3%	149k	87.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$13M	+7%	35k	368.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$13M	-3%	92k	137.52	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.2	$13M		174k	72.90	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.2	$13M	+20%	273k	45.64	View chart
Advanced Micro Devices (AMD)	0.2	$12M	-10%	21k	580.89	View chart
Arista Networks Com Shs (ANET)	0.2	$12M	-4%	73k	169.88	View chart
New York Life Invts Active E Mackay Mun Inter (MMIT)	0.2	$12M	+16%	507k	24.35	View chart
Costco Wholesale Corporation (COST)	0.2	$12M		13k	935.39	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.2	$12M	+15%	131k	93.63	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$12M		172k	68.01	View chart
Netflix (NFLX)	0.2	$12M	+4%	163k	71.40	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.2	$12M	-2%	235k	48.92	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$11M		395k	28.96	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$11M	+24%	226k	50.66	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$11M	+19%	109k	103.88	View chart
Ge Vernova (GEV)	0.2	$11M	+5%	9.6k	1174.78	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.2	$11M		217k	51.78	View chart
Caterpillar (CAT)	0.2	$11M	+15%	11k	1064.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$11M	+3%	156k	71.25	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$11M	+6%	235k	46.93	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$11M	-22%	137k	77.91	View chart
Altria (MO)	0.2	$11M		148k	71.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$11M	-2%	382k	27.70	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$11M		278k	38.06	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$11M	+13%	118k	89.01	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$11M	-21%	14k	763.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$10M	+15%	106k	96.58	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$10M		79k	127.81	View chart
Lam Research Corp Com New (LRCX)	0.2	$10M	+104%	23k	433.32	View chart
Procter & Gamble Company (PG)	0.2	$10M	-12%	68k	146.64	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.2	$9.7M	NEW	236k	41.27	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$9.7M	-4%	29k	334.69	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$9.6M	+77%	363k	26.52	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$9.6M	-33%	100k	95.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$9.5M		42k	227.07	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$9.5M	+3%	220k	43.14	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$9.5M	+20%	177k	53.50	View chart
Powell Industries (POWL)	0.1	$9.5M	+199%	33k	286.38	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$9.4M	+462%	453k	20.79	View chart
Ab Active Etfs Shor Du Yiel Etf (SYFI)	0.1	$9.3M	-19%	260k	35.72	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$9.3M		31k	300.43	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$9.3M	+7%	66k	139.88	View chart
Abbott Laboratories (ABT)	0.1	$9.2M	+10%	101k	90.74	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$9.0M	+3%	198k	45.70	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$9.0M		96k	93.92	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.1	$8.9M	+17%	271k	32.97	View chart
Chevron Corporation (CVX)	0.1	$8.9M	-13%	54k	165.76	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.1	$8.9M	+4%	200k	44.48	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$8.9M	+2%	55k	161.53	View chart
Bank of America Corporation (BAC)	0.1	$8.5M	-2%	150k	56.98	View chart
UnitedHealth (UNH)	0.1	$8.4M	+10%	20k	415.61	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$8.4M	+5%	104k	81.06	View chart
Morgan Stanley Etf Trust Eat Inc Opp Etf (XAGG)	0.1	$8.3M	+11%	166k	49.99	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$8.3M	+15%	156k	53.34	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$8.2M	+25%	44k	188.10	View chart
Hartford Fds Exchange Traded Strat Incom Etf (HFSI)	0.1	$8.2M	NEW	234k	35.16	View chart
Cisco Systems (CSCO)	0.1	$8.2M		70k	117.47	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$8.1M	+16%	99k	82.11	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$8.0M		23k	343.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$7.8M	-4%	155k	50.58	View chart
Emcor (EME)	0.1	$7.8M	+6%	9.4k	829.85	View chart
Sterling Construction Company (STRL)	0.1	$7.6M	+4%	9.1k	839.41	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$7.4M	+17%	287k	25.73	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$7.3M		97k	74.96	View chart
Ecolab (ECL)	0.1	$7.2M		26k	278.62	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$7.1M		75k	95.44	View chart
Intel Corporation (INTC)	0.1	$7.1M	+18%	51k	139.62	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$7.1M	+5%	17k	409.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$7.1M	+16%	119k	59.69	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$6.9M		205k	33.84	View chart
Exxon Mobil Corporation (XOM)	0.1	$6.8M		50k	136.72	View chart
Honeywell International (HON)	0.1	$6.7M	NEW	30k	223.89	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$6.5M	-6%	109k	59.73	View chart
Honeywell Aerospace (HONA)	0.1	$6.5M	NEW	30k	221.06	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.1	$6.5M	-3%	276k	23.44	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$6.3M	-8%	84k	75.52	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$6.3M	+5%	233k	27.24	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$6.3M	+13%	76k	82.84	View chart
Morgan Stanley Com New (MS)	0.1	$6.2M	+2%	30k	209.03	View chart
Pimco Etf Tr Preferred And Cp (PRFD)	0.1	$6.2M	+8%	122k	51.35	View chart
Palo Alto Networks (PANW)	0.1	$6.2M	-5%	18k	341.05	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$6.1M		34k	176.65	View chart
Merck & Co (MRK)	0.1	$6.1M	+3%	47k	128.50	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.1	$6.0M	+40%	233k	25.85	View chart
Ge Aerospace Com New (GE)	0.1	$6.0M		16k	373.70	View chart
Coca-Cola Company (KO)	0.1	$6.0M	+3%	74k	81.27	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$5.9M	-16%	54k	109.44	View chart
Citigroup Com New (C)	0.1	$5.9M		42k	139.97	View chart
Cummins (CMI)	0.1	$5.8M	+2%	8.1k	713.21	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$5.7M	+3%	70k	81.74	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$5.7M	-2%	83k	68.54	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$5.6M	+11%	132k	42.72	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$5.6M		15k	365.73	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$5.6M	+19%	51k	110.14	View chart
Goldman Sachs (GS)	0.1	$5.6M	+9%	5.5k	1011.20	View chart
Kla Corp Com New (KLAC)	0.1	$5.6M	+896%	19k	301.69	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$5.6M	+19%	245k	22.78	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.1	$5.5M	+13%	131k	42.21	View chart
3M Company (MMM)	0.1	$5.5M	+45%	34k	161.91	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$5.4M		72k	75.78	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$5.4M	+4%	46k	117.45	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$5.4M		66k	82.66	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$5.4M		37k	146.42	View chart
Quad / Graphics Com Cl A (QUAD)	0.1	$5.2M		622k	8.43	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$5.2M		27k	197.60	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$5.2M		13k	393.98	View chart
Ishares Tr Core Divid Etf (DIVB)	0.1	$5.2M	+18%	85k	61.61	View chart
Pepsi (PEP)	0.1	$5.2M	+3%	38k	135.40	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$5.2M		84k	61.23	View chart
Spdr Series Trust St Str Tips Etf (SPIP)	0.1	$5.1M	-3%	200k	25.68	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$5.1M	-3%	145k	35.24	View chart
Applied Materials (AMAT)	0.1	$5.1M	-4%	7.1k	723.00	View chart
Eaton Corp SHS (ETN)	0.1	$5.1M	-3%	12k	426.16	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$5.1M	+21%	84k	60.29	View chart
Capital Group International SHS (CGIC)	0.1	$5.0M	+12%	139k	36.39	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.1	$5.0M	-85%	93k	54.25	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$5.0M		27k	184.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$5.0M		21k	243.00	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$5.0M	+5%	49k	100.67	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$4.9M		46k	107.14	View chart
First Tr Exchange-traded Vest Investment (LQTI)	0.1	$4.9M	+16%	254k	19.31	View chart
Uber Technologies (UBER)	0.1	$4.8M	+11%	67k	72.16	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.1	$4.8M	+4%	94k	50.83	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.1	$4.8M	+5%	104k	45.80	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.1	$4.8M	-19%	162k	29.34	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.7M	-32%	40k	116.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$4.6M	+4%	31k	148.31	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$4.6M	+10%	36k	128.09	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$4.6M		22k	212.78	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$4.6M		15k	306.32	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$4.6M	-6%	124k	36.87	View chart
Thornburg Etf Tr Intl Equity Etf (TXUE)	0.1	$4.6M	-4%	132k	34.52	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$4.6M	+6%	43k	106.47	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$4.5M	+14%	24k	191.74	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.5M		8.9k	509.48	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$4.5M	+7%	122k	37.02	View chart
Amgen (AMGN)	0.1	$4.5M		12k	362.11	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$4.4M	-2%	192k	22.90	View chart
Snowflake Com Shs (SNOW)	0.1	$4.4M	-46%	17k	254.48	View chart
Emerson Electric (EMR)	0.1	$4.3M	+3%	30k	143.16	View chart
International Business Machines (IBM)	0.1	$4.3M	-4%	15k	281.18	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$4.3M	+4%	51k	83.75	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 2026 Q2 filed Aug. 10, 2026
Great Valley Advisor Group 2026 Q1 filed May 11, 2026
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

View all past filings

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