StockDriftsStockDriftsTop 50 Great Valley Advisor Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.59% | 1.14M | $227.4M | +2.41%(+26.78K) | $31.79(+611.18%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.3% | 1.66M | $145.8M | -1.39%(-23.36K) | $58.59(+55.74%) | 2026-06-30 | |
| DLN | WISDOMTREE TR | 2.25% | 1.48M | $142.2M | +9.69%(+130.44K) | $69.13(+46.30%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.98% | 433.1K | $125.3M | +1.41%(+6.04K) | $118.28(+158.19%) | 2026-06-30 | |
| QGRO | AMERICAN CENTY ETF TR | 1.94% | 1.04M | $122.6M | -5.60%(-61.61K) | $78.80(+52.48%) | 2026-06-30 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 1.48% | 1.55M | $93.6M | +11.62%(+161.70K) | $50.36(+26.51%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 1.44% | 991.3K | $91.4M | +3.68%(+35.19K) | $92.40(-1.97%) | 2026-06-30 | |
| VFLO | VICTORY PORTFOLIOS II | 1.43% | 1.98M | $90.4M | +20.77%(+339.84K) | $35.14(+52.85%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 1.38% | 905.3K | $87.4M | +2.37%(+20.96K) | $59.58(+57.21%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.28% | 339.2K | $80.8M | +4.71%(+15.25K) | $137.32(+91.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.04% | +64.46% | +10.53% | +64.94% |
| Top 20 Holdings Unweighted | +16.93% | +59.86% | +10.18% | +62.35% |
Great Valley Advisor Group INC reports $6.33B in US-listed equity holdings across 1,040 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (3.6%), SPYM (2.3%) and DLN (2.3%). The top 20 holdings account for 29.71% of reported assets. Its disclosed equity book has returned +64.46% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Great Valley Advisor Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1769897). View Great Valley Advisor Group INC’s 13F filings on SEC