13F Insight
DOSSIER · 13F-HR · Q2 2026

Values First Advisors, Inc.

$219M in tracked AUM across 417 positions as of Q2 2026.

VF
CIK 0001913608 · last filed Jun 30, 2026
Total AUM
$219M
as of Q2 2026
Holdings
417
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Values First Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VGSH
VANGUARD SCOTTSDALE FDS
$10M174K4.6%02
SCHO
SCHWAB STRATEGIC TR
$7M297K3.3%03
ISTB
ISHARES TR
$7M145K3.2%04
IEI
ISHARES TR
$6M49K2.6%05
IEF
ISHARES TR
$6M61K2.6%06
MINT
PIMCO ETF TR
$5M47K2.2%07
VGUS
VANGUARD INSTL INDEX FD
$4M57K2.0%08
BIL
SPDR SERIES TRUST
$4M44K1.8%09
LRCX
LAM RESEARCH CORP
$4M8K1.7%10
SGOV
ISHARES TR
$4M35K1.6%

Filing history

2026Q2Jun 30
$219M▲ 14.1%
417 positionsView →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 positionsLocked
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