Values First Advisors, Inc.
Annual return '25
+17.3%
SPY '25
+17.7%
Alpha
-0.5ptsvs SPY
Invested
$191.9M
Holdings
179
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VGSH
VANGUARD SCOTTSDALE FDS
Q1 2026: Increased +8353.3% (2.2k → 189.7k shares)
5.0%
02
$SHY
ISHARES TR
Q1 2026: Sold 19.3% (5.3k → 4.3k shares)
3.8%
03
$ISTB
ISHARES TR
Q1 2026: Exited (was 137.1k shares)
3.5%
04
$IEI
ISHARES TR
Q1 2026: Exited (was 1.2k shares)
2.9%
05
$IEF
ISHARES TR
Q1 2026: Exited (was 864 shares)
2.8%
06
$MINT
PIMCO ETF TR
Q1 2026: Increased +29104.2% (950 → 277.4k shares)
2.5%
07
$NEAR
ISHARES U S ETF TR
Q1 2026: Increased +1029.6% (1.5k → 16.8k shares)
2.4%
08
$ENSG
ENSIGN GROUP INC
Q1 2026: Exited (was 52 shares)
1.9%
09
$BIL
SPDR SERIES TRUST
Q1 2026: Increased +584.9% (33 → 226 shares)
1.9%
10
$MPWR
MONOLITHIC PWR SYS INC
Q1 2026: Exited (was 8 shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:31 UTC.