Values First Advisors, Inc. - Portfolio overview

Values First Advisors, Inc. has 197 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. ISTB - ISHARES TR, 5.35%
2. IEI - ISHARES TR, 4.23%
3. MPWR - MONOLITHIC PWR SYS INC, 2.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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