VALLEY NATIONAL ADVISERS INC
Q3 2025 13F Holdings
- Locationbethlehem, PA
- Num holdings
841
- Value ($000)
$646
- Date Filed 10/17/2025
- Form type13F-HR
- CIK 0000773411
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $49.67K | 8 % | 1,885,878 | ||
S SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $27.69K | 4 % | 1,077,066 | ||
S SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $27.27K | 4 % | 854,513 | ||
A APPLE INC | COM | 037833100 | $24.46K | 4 % | 96,086 | ||
F FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $22.41K | 4 % | 484,616 | ||
V VANGUARD INDEX FDS | VALUE ETF | 922908744 | $21.59K | 3 % | 115,756 | ||
M MICROSOFT CORP | COM | 594918104 | $19.70K | 3 % | 38,029 | ||
S SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $19.43K | 3 % | 834,667 | ||
G ISHARES TR | MSCI USA QUALITY | 46436E403 | $14.35K | 2 % | 218,639 | ||
B PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $11.33K | 2 % | 121,413 |
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