VALLEY NATIONAL ADVISERS INC
All 13F Filings
- Location
- Bethlehem, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 772,840
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 867 | 772,840 | 13F-HR | VALLEY NATIONAL ADVISERS INC |
| Q4 2025 | 1/23/2026 | 908 | 721,823 | 13F-HR | VALLEY NATIONAL ADVISERS INC |
| Q3 2025 | 10/17/2025 | 841 | 645,575 | 13F-HR | VALLEY NATIONAL ADVISERS INC |
| Q2 2025 | 7/22/2025 | 810 | 612,531 | 13F-HR | VALLEY NATIONAL ADVISERS INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 344.5 K | 44.6% | 0 | 79.49 K | -79.49 K |
| ETFs | 426.5 K | 55.2% | 148.4 K | 0 | 148.4 K |
| Debt | 63 | 0.0% | 0 | 280 | -280 |
| Other | 1.785 K | 0.2% | 0 | 17.66 K | -17.66 K |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
772,840
Holdings
867
QoQ value change ($000)
51,017
(7.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.