StockDriftsStockDriftsTop 50 Values First Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | 7.5% | 277.1K | $15.9M | +59.42%(+103.27K) | $58.70(-1.54%) | 2026-09-30 | |
| IEI | ISHARES TR | 4.76% | 89.3K | $10.1M | +81.26%(+40.05K) | $116.04(-1.07%) | 2026-09-30 | |
| ISTB | ISHARES TR | 3.3% | 148.8K | $7.0M | +2.78%(+4.02K) | $48.09(-1.28%) | 2026-09-30 | |
| IEF | ISHARES TR | 2.66% | 63.4K | $5.7M | +4.68%(+2.83K) | $97.20(-6.17%) | 2026-09-30 | |
| MINT | PIMCO ETF TR | 2.18% | 46.1K | $4.6M | -1.71%(-801) | $101.00(-0.39%) | 2026-09-30 | |
| VBIL | VANGUARD INSTL INDEX FD | 2.12% | 59.5K | $4.5M | +1919.78%(+56.58K) | $75.65(+0.05%) | 2026-09-30 | |
| BIL | SPDR SERIES TRUST | 1.86% | 43.1K | $3.9M | -2.23%(-981) | $91.65(-0.05%) | 2026-09-30 | |
| SGOV | ISHARES TR | 1.7% | 35.9K | $3.6M | +2.21%(+776) | $100.64(-0.02%) | 2026-09-30 | |
| ANET | ARISTA NETWORKS INC | 1.43% | 14.9K | $3.0M | +412.53%(+12.02K) | $169.97(+0.65%) | 2026-09-30 | |
| ENSG | ENSIGN GROUP INC | 1.38% | 17.1K | $2.9M | -1.85%(-322) | $83.39(+113.88%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.37% | +13.70% | +0.78% | +3.97% |
| Top 20 Holdings Unweighted | +7.19% | +23.16% | +2.02% | +10.49% |
Values First Advisors INC reports $212.70M in US-listed equity holdings across 180 positions in its most recent 13F filing. Its largest disclosed positions are VGSH (7.5%), IEI (4.8%) and ISTB (3.3%). The top 20 holdings account for 41.34% of reported assets. Its disclosed equity book has returned +13.70% on a three-year cumulative basis. Figures reflect the Q3 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 Values First Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1913608). View Values First Advisors INC’s 13F filings on SEC