SEC Form 13F

VALLEY NATIONAL ADVISERS INC 13F Holdings

Report period2026-06-30
Publicly available2026-07-30
Reported value$899,759,103
Positions1,056

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$62,112,8052,110,527
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$38,886,8761,149,139
VANGUARD INDEX FDSVTVVALUE ETF$36,390,235166,981
APPLE INCAAPLCOM$36,336,652125,576
FIDELITY COVINGTON TRUSTFELCENHANCED LARGE$32,269,653769,975
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$30,959,668680,582
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$27,066,987934,634
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$27,057,584976,808
CAPITAL GROUP GROWTH ETFCGGRSHS CREAT UNIT$26,106,179553,097
LAM RESEARCH CORPLRCXCOM NEW$25,638,44159,166

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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