Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GREAT VALLEY ADVISOR GROUP, INC. (CIK 1769897) reported $5.50B across 994 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($193.5M, 3.52%), SPLG ($128.8M, 2.34%), DLN ($120.3M, 2.19%), QGRO ($115.5M, 2.10%), AAPL ($108.4M, 1.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $193.5M | 3.52% | 1.1M | Added |
| 2 | SPLG | SPDR SERIES TRUST | $128.8M | 2.34% | 1.7M | Trimmed |
| 3 | DLN | WISDOMTREE TR | $120.3M | 2.19% | 1.3M | Added |
| 4 | QGRO | AMERICAN CENTY ETF TR | $115.5M | 2.10% | 1.1M | Added |
| 5 | AAPL | APPLE INC | $108.4M | 1.97% | 427,010 | Added |
| 6 | BOND | PIMCO ETF TR | $88.2M | 1.60% | 956,087 | Trimmed |
| 7 | IDMO | INVESCO EXCH TRADED FD TR II | $76.3M | 1.39% | 1.4M | Added |
| 8 | GLDM | WORLD GOLD TR | $75.8M | 1.38% | 817,316 | Added |
| 9 | CGMS | CAPITAL GRP FIXED INCM ETF T | $74.6M | 1.35% | 2.7M | Trimmed |
| 10 | AVEM | AMERICAN CENTY ETF TR | $71.3M | 1.29% | 884,346 | Added |
| 11 | AMZN | AMAZON COM INC | $67.5M | 1.23% | 323,964 | Added |
| 12 | VFLO | VICTORY PORTFOLIOS II | $64.6M | 1.17% | 1.6M | Added |
| 13 | JIRE | J P MORGAN EXCHANGE TRADED F | $61.6M | 1.12% | 813,094 | Added |
| 14 | MSFT | MICROSOFT CORP | $60.8M | 1.10% | 164,121 | Added |
| 15 | LVHI | LEGG MASON ETF INVT | $59.2M | 1.08% | 1.5M | Added |
| 16 | SPSM | SPDR SERIES TRUST | $58.0M | 1.05% | 1.2M | Added |
| 17 | JAVA | J P MORGAN EXCHANGE TRADED F | $56.7M | 1.03% | 790,724 | Added |
| 18 | FDV | FEDERATED HERMES ETF TRUST | $56.2M | 1.02% | 1.8M | Added |
| 19 | CGGR | CAPITAL GROUP GROWTH ETF | $53.2M | 0.97% | 1.3M | Added |
| 20 | QQQ | INVESCO QQQ TR | $53.0M | 0.96% | 91,796 | Added |
| 21 | VSMV | VICTORY PORTFOLIOS II | $51.1M | 0.93% | 903,610 | Added |
| 22 | XMMO | INVESCO EXCHANGE TRADED FD T | $49.8M | 0.91% | 343,675 | Trimmed |
| 23 | GOOG | ALPHABET INC | $48.0M | 0.87% | 167,203 | Added |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $47.1M | 0.86% | 72,415 | Added |
| 25 | JGRO | J P MORGAN EXCHANGE TRADED F | $46.5M | 0.85% | 550,429 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31