Values First Advisors, Inc.
All 13F Filings
- Location
- Johnson City, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 218,959
- Description
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- Website
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- 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 | 8/4/2026 | 187 | 218,959 | 13F-HR/A - RESTATEMENT | Values First Advisors, Inc. |
| Q2 2026 | 7/29/2026 | 232 | 218,580 | 13F-HR | Values First Advisors, Inc. |
| Q1 2026 | 4/17/2026 | 179 | 191,919 | 13F-HR | Values First Advisors, Inc. |
| Q4 2025 | 1/30/2026 | 181 | 192,750 | 13F-HR | Values First Advisors, Inc. |
| Q3 2025 | 10/21/2025 | 171 | 186,839 | 13F-HR | Values First Advisors, Inc. |
| Q2 2025 | 7/29/2025 | 181 | 183,595 | 13F-HR | Values First Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 153 K | 69.9% | 24.38 K | 0 | 24.38 K |
| ETFs | 65.99 K | 30.1% | 2.663 K | 0 | 2.663 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
218,959
Holdings
187
QoQ value change ($000)
27,040
(14.1%)
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.