Value Aligned Research Advisors, LLC
All 13F Filings
- Location
- Princeton, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 9,944,995
- Description
- Princeton New Jersey based fiduciary portfolio advisory practice with a limited liability advisory organization and a mandate specific and implementation minded investment mandate. The approach emphasizes active stewardship and governance oversight, asset liability coordination, and planning integrated mandate design for fiduciary household mandates. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through portfolio adaptability governance and allocation selectivity.
- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 86 | 9,944,995 | 13F-HR | Value Aligned Research Advisors, LLC |
| Q3 2025 | 12/3/2025 | 81 | 8,187,932 | 13F-HR/A - RESTATEMENT | Value Aligned Research Advisors, LLC |
| Q3 2025 | 11/14/2025 | 80 | 6,828,268 | 13F-HR | Value Aligned Research Advisors, LLC |
| Q2 2025 | 8/14/2025 | 72 | 4,734,561 | 13F-HR | Value Aligned Research Advisors, LLC |
| Q1 2025 | 5/15/2025 | 61 | 1,372,149 | 13F-HR | Value Aligned Research Advisors, LLC |
| Q4 2024 | 2/18/2025 | 47 | 365,768 | 13F-HR/A - RESTATEMENT | Value Aligned Research Advisors, LLC |
| Q4 2024 | 2/13/2025 | 47 | 365,768 | 13F-HR | Value Aligned Research Advisors, LLC |
| Q3 2024 | 11/8/2024 | 21 | 384,946 | 13F-HR | Value Aligned Research Advisors, LLC |
| Q2 2024 | 8/9/2024 | 31 | 456,608 | 13F-HR | Value Aligned Research Advisors, LLC |
| Q1 2024 | 4/26/2024 | 19 | 506,986 | 13F-HR | Value Aligned Research Advisors, LLC |
| Q4 2023 | 1/19/2024 | 19 | 395,670 | 13F-HR | Value Aligned Research Advisors, LLC |
| Q3 2023 | 11/8/2023 | 19 | 317,353 | 13F-HR | Value Aligned Research Advisors, LLC |
| Q2 2023 | 8/3/2023 | 16 | 319,745 | 13F-HR | Value Aligned Research Advisors, LLC |
| Q1 2023 | 4/24/2023 | 19 | 282,457 | 13F-HR | Value Aligned Research Advisors, LLC |
| Q4 2022 | 1/30/2023 | 24 | 220,611 | 13F-HR | Value Aligned Research Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
5.064 M
(50.9% of total reported value)
· QoQ Δ:
+1.21 M
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.881 M | 100.0% | 547.2 K | 0 | 547.2 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
9,944,995
Holdings
86
QoQ value change ($000)
1,757,063
(21.5%)
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.