VALLEY NATIONAL ADVISERS INC
All 13F Filings
- Location
- Bethlehem, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 908,680
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/23/2026 | 1,715 | 908,680 | 13F-HR | VALLEY NATIONAL ADVISERS INC |
| 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 | 403.2 K | 44.4% | 6.182 K | 0 | 6.182 K |
| ETFs | 503.2 K | 55.4% | 2.161 K | 0 | 2.161 K |
| Debt | 65 | 0.0% | 0 | 0 | 0 |
| Other | 2.246 K | 0.2% | 566 | 0 | 566 |
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Fund Snapshot
Q3 2026
Latest filed
10/23/2026
Total value ($000)
908,680
Holdings
1715
QoQ value change ($000)
8,921
(1.0%)
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.