DOSSIER · 13F-HR · Q3 2026

Values First Advisors, Inc.

$213M in tracked AUM across 180 positions as of Q3 2026.

VF
CIK 0001913608 · last filed Sep 30, 2026
Total AUM
$213M
as of Q3 2026
Holdings
180
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Values First Advisors, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VGSH
VANGUARD SCOTTSDALE FDS
$16M277K7.5%
02
IEI
ISHARES TR
$10M89K4.8%
03
ISTB
ISHARES TR
$7M149K3.3%
04
IEF
ISHARES TR
$6M63K2.7%
05
MINT
PIMCO ETF TR
$5M46K2.2%
06
VBIL
VANGUARD INSTL INDEX FD
$5M60K2.1%
07
BIL
SPDR SERIES TRUST
$4M43K1.9%
08
SGOV
ISHARES TR
$4M36K1.7%
09
ANET
ARISTA NETWORKS INC
$3M15K1.4%
10
ENSG
ENSIGN GROUP INC
$3M17K1.4%

Filing history

2026Q3Sep 30
$213M▼ 2.9%
180 positionsView →
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 positionsLocked
2025Q2Jun 30
$184M▲ 7.1%
283 positionsLocked
2025Q1Mar 31
$171M▼ 5.6%
285 positionsLocked
2024Q4Dec 31
$182M▼ 1.5%
321 positionsLocked
2024Q3Sep 30
$184M▲ 10.5%
323 positionsLocked
2024Q2Jun 30
$167M▼ 2.2%
219 positionsLocked
2024Q1Mar 31
$171M▲ 3.0%
214 positionsLocked
2023Q4Dec 31
$166M▲ 7.1%
221 positionsLocked
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