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Filers›Asset Manager›Values First Advisors, Inc.
DOSSIER · 13F-HR · Q1 2026

Values First Advisors, Inc.

Values First's asset manager based in Omaha, NE — $192M in tracked AUM across 360 positions as of Q1 2026.

VF
Values First·Omaha, NE·Asset Manager
CIK 0001913608 · last filed Mar 31, 2026
Total AUM
$192M
▲ 2.1%
vs prior
Holdings
360
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
Top sector
Tech
17% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Values
haiku-4-5 · 360 positions indexed
Sector mix
  • Tech17%
  • Health Care6%
  • Cons. Disc.36%
  • Communications13%
  • Energy21%
  • Other7%
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