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Values First Advisors, Inc.

Q2 2026 13F Holdings

  • Location
    johnson city, TN
  • Num holdings

    232

  • Value ($000)

    $218,580

  • Date Filed
    07/29/2026
  • Form type
    13F-HR
  • CIK
    0001913608
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$10.11M
5 %

4,459

S
SCHO

SCHWAB STRATEGIC TR

SHT TM US TRES
808524862
$7.16M
3 %

9,299

I
ISTB

ISHARES TR

CORE 1 5 YR USD
46432F859
$6.98M
3 %

511

I
IEI

ISHARES TR

3 7 YR TREAS BD
464288661
$5.79M
3 %

4,449

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$5.72M
3 %

2,747

M
MINT

PIMCO ETF TR

ENHAN SHRT MA AC
72201R833
$4.73M
2 %

4,619

---

VANGUARD INSTL INDEX FD

ULTR SHOR TR ETF
922040852
$4.3M
2 %

1,047

K
KRE

SPDR SERIES TRUST

ST STR BLO 1 ETF
78468R663
$4.04M
2 %

3,313

---

LAM RESEARCH CORP

COM NEW
512807306
$3.65M
2 %

0

S
SGOV

ISHARES TR

0-3 MTH TREASURY
46436E718
$3.53M
2 %

9,153

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