13F Insight
DOSSIER · 13F-HR · Q1 2026

Values First Advisors, Inc.

$192M in tracked AUM across 360 positions as of Q1 2026.

VF
CIK 0001913608 · last filed Mar 31, 2026
Total AUM
$192M
as of Q1 2026
Holdings
360
—
positions
Whale Score
42
42
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Values First Advisors, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VGSH
VANGUARD SCOTTSDALE FDS
$10M164K5.0%02
SHY
ISHARES TR
$7M89K3.8%03
ISTB
ISHARES TR
$7M140K3.5%04
IEI
ISHARES TR
$5M46K2.9%05
IEF
ISHARES TR
$5M57K2.8%06
MINT
PIMCO ETF TR
$5M47K2.5%07
NEAR
ISHARES U S ETF TR
$5M92K2.4%08
ENSG
ENSIGN GROUP INC
$4M19K1.9%09
BIL
SPDR SERIES TRUST
$4M41K1.9%10
MPWR
MONOLITHIC PWR SYS INC
$4M3K1.9%

Filing history

2026Q1Mar 31
$192M▼ 0.4%
360 positionsView →2025Q4Dec 31
$193M▲ 3.2%
369 positionsView →2025Q3Sep 30
$187M▲ 1.8%
318 positionsView →2025Q2Jun 30
$184M▲ 7.1%
283 positionsLocked2025Q1Mar 31
$171M▼ 5.6%
285 positionsLocked2024Q4Dec 31
$182M▼ 1.5%
321 positionsLocked2024Q3Sep 30
$184M▲ 10.5%
323 positionsLocked2024Q2Jun 30
$167M▼ 2.2%
219 positionsLocked2024Q1Mar 31
$171M▲ 3.0%
214 positionsLocked2023Q4Dec 31
$166M▲ 7.1%
221 positionsLocked2023Q3Sep 30
$155M▼ 6.6%
222 positionsLocked2023Q2Jun 30
$166M▲ 5.5%
170 positionsLocked
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