VALLEY NATIONAL ADVISERS INC
Q4 2025 13F Holdings
- Locationbethlehem, PA
- Num holdings
908
- Value ($000)
$722
- Date Filed01/23/2026
- Form type13F-HR
- CIK0000773411
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $53.04K | 7 % | 1,971,052 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $32.55K | 5 % | 997,963 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $28.91K | 4 % | 1,102,037 | ||
APPLE INC | COM | 037833100 | $28.69K | 4 % | 105,530 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $27.57K | 4 % | 144,374 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $27.12K | 4 % | 589,112 | ||
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $23.84K | 3 % | 256,134 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $20.08K | 3 % | 835,210 | ||
MICROSOFT CORP | COM | 594918104 | $19.2K | 3 % | 39,701 | ||
ISHARES TR | CORE UNIVRSL USD | 46434V613 | $17.33K | 2 % | 372,447 |
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