Universe · entity
GREAT VALLEY ADVISOR GROUP, INC.
Institutional manager (13F) · CIK 1769897
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $194M | 1,109,621 |
| 2 | SPDR SERIES TRUST | $129M | 1,682,469 |
| 3 | WISDOMTREE TR | $120M | 1,346,277 |
| 4 | AMERICAN CENTY ETF TR | $116M | 1,099,809 |
| 5 | APPLE INC | $108M | 427,010 |
| 6 | PIMCO ETF TR | $88M | 956,087 |
| 7 | INVESCO EXCH TRADED FD TR II | $76M | 1,391,524 |
| 8 | WORLD GOLD TR | $76M | 817,316 |
| 9 | CAPITAL GRP FIXED INCM ETF T | $75M | 2,737,834 |
| 10 | AMERICAN CENTY ETF TR | $71M | 884,346 |
| 11 | AMAZON COM INC | $67M | 323,964 |
| 12 | VICTORY PORTFOLIOS II | $65M | 1,635,846 |
| 13 | J P MORGAN EXCHANGE TRADED F | $62M | 813,094 |
| 14 | MICROSOFT CORP | $61M | 164,121 |
| 15 | LEGG MASON ETF INVT | $59M | 1,460,882 |
| 16 | SPDR SERIES TRUST | $58M | 1,199,602 |
| 17 | J P MORGAN EXCHANGE TRADED F | $57M | 790,724 |
| 18 | FEDERATED HERMES ETF TRUST | $56M | 1,826,108 |
| 19 | CAPITAL GROUP GROWTH ETF | $53M | 1,324,519 |
| 20 | INVESCO QQQ TR | $53M | 91,796 |
| 21 | VICTORY PORTFOLIOS II | $51M | 903,610 |
| 22 | INVESCO EXCHANGE TRADED FD T | $50M | 343,675 |
| 23 | ALPHABET INC | $48M | 167,203 |
| 24 | STATE STR SPDR S&P 500 ETF T | $47M | 72,415 |
| 25 | J P MORGAN EXCHANGE TRADED F | $47M | 550,429 |
| 26 | VICTORY PORTFOLIOS II | $45M | 824,123 |
| 27 | SPDR SERIES TRUST | $44M | 737,838 |
| 28 | T ROWE PRICE ETF INC | $43M | 1,214,069 |
| 29 | JANUS DETROIT STR TR | $41M | 817,279 |
| 30 | AMERICAN CENTY ETF TR | $40M | 972,985 |
| 31 | CAPITAL GRP FIXED INCM ETF T | $40M | 1,484,020 |
| 32 | SPDR SERIES TRUST | $39M | 398,159 |
| 33 | SPDR SERIES TRUST | $38M | 1,501,875 |
| 34 | J P MORGAN EXCHANGE TRADED F | $37M | 555,081 |
| 35 | ALPHABET INC | $36M | 125,916 |
| 36 | SPDR SERIES TRUST | $35M | 621,528 |
| 37 | PIMCO ETF TR | $33M | 343,728 |
| 38 | J P MORGAN EXCHANGE TRADED F | $33M | 587,747 |
| 39 | ISHARES TR | $32M | 321,837 |
| 40 | SCHWAB STRATEGIC TR | $32M | 1,138,243 |
| 41 | VANGUARD WELLINGTON FD | $32M | 160,647 |
| 42 | WISDOMTREE TR | $31M | 637,718 |
| 43 | SPDR SERIES TRUST | $31M | 1,090,639 |
| 44 | BROADCOM INC | $31M | 100,584 |
| 45 | PACER FDS TR | $31M | 492,878 |
| 46 | SCHWAB STRATEGIC TR | $31M | 997,742 |
| 47 | JPMORGAN CHASE & CO | $30M | 101,729 |
| 48 | ISHARES TR | $30M | 208,943 |
| 49 | META PLATFORMS INC | $30M | 51,891 |
| 50 | VANGUARD INDEX FDS | $29M | 67,226 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.