VALLEY NATIONAL ADVISERS INC
All 13F Filings
- Location
- Bethlehem, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 899,759
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 1,056 | 899,759 | 13F-HR | VALLEY NATIONAL ADVISERS INC |
| 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 | 397 K | 44.1% | 52.45 K | 0 | 52.45 K |
| ETFs | 501 K | 55.7% | 74.57 K | 0 | 74.57 K |
| Debt | 65 | 0.0% | 2 | 0 | 2 |
| Other | 1.68 K | 0.2% | 0 | 105 | -105 |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
899,759
Holdings
1056
QoQ value change ($000)
126,919
(16.4%)
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.