13F Filings History of Values First Advisors, Inc.

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$192,749,943
Signature - Title
Ed West - Chief Compliance Officer and Operations Manager
Location
Johnson City, TN
Summary
This page shows a list of all the recent 13F filings made by Values First Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Values First Advisors, Inc. reported 181 stock holdings with total value $192,749,943 as of Q4 2025. Top holdings included VGSH, SHY, ISTB, IEI, and IEF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 181 $192,749,943 +$18,650,409 -$13,854,030 +$4,796,379 VGSH, SHY, ISTB, IEI, IEF 13F-HR 30 Jan 2026, 09:19
Q3 2025 171 $186,839,226 +$9,056,447 -$15,083,010 -$6,026,563 VGSH, SHY, ISTB, IEI, IEF 13F-HR 21 Oct 2025, 12:29
Q2 2025 180 $183,595,318 +$16,303,639 -$13,889,534 +$2,414,105 MINT, VGSH, SHY, ISTB, IEI 13F-HR 29 Jul 2025, 08:40
Q1 2025 181 $171,447,099 +$9,757,911 -$14,558,735 -$4,800,824 MINT, VGSH, SHY, ISTB, IEI 13F-HR 30 Apr 2025, 09:19
Q4 2024 223 $181,662,265 +$28,752,168 -$27,745,581 +$1,006,587 MINT, VGSH, SHY, ISTB, IEI 13F-HR 29 Jan 2025, 16:12
Q3 2024 272 $184,376,032 +$31,102,947 -$21,254,405 +$9,848,542 MINT, VGSH, ISTB, SHY, ENSG 13F-HR 23 Oct 2024, 09:25
Q2 2024 169 $166,898,696 +$14,614,365 -$18,020,164 -$3,405,799 MINT, SHV, SGOV, VGSH, ENSG 13F-HR 19 Jul 2024, 09:10
Q1 2024 165 $169,686,078 +$15,019,754 -$13,571,066 +$1,448,688 MINT, SHV, SGOV, VGSH, ENSG 13F-HR 23 Apr 2024, 09:28
Q4 2023 164 $165,720,696 +$25,201,992 -$27,422,995 -$2,221,003 MINT, SHV, SGOV, VGSH, ENSG 13F-HR 18 Jan 2024, 09:18
Q3 2023 180 $154,715,927 +$11,197,734 -$14,692,773 -$3,495,039 MINT, BILS, SHV, SGOV, NEAR 13F-HR 08 Nov 2023, 08:51
Q2 2023 168 $165,665,091 +$20,370,595 -$12,084,231 +$8,286,364 MINT, BILS, SHV, SGOV, NEAR 13F-HR 02 Aug 2023, 08:44
Q1 2023 351 $157,027,017 +$19,125,053 -$8,217,211 +$10,907,842 MINT, SHV, BILS, NEAR, VGSH 13F-HR 15 May 2023, 11:31
Q4 2022 155 $143,306,967 +$21,461,899 -$13,512,136 +$7,949,763 MINT, SHV, BILS, NEAR, VGSH 13F-HR 20 Jan 2023, 09:37
Q3 2022 154 $134,440,000 +$8,720,201 -$2,520,742 +$6,199,459 MINT, NEAR, SHV, SHY, CTAS 13F-HR 02 Dec 2022, 10:50
Q2 2022 155 $136,081,000 +$27,055,205 -$11,767,033 +$15,288,172 MINT, NEAR, SHV, TGA, SHY 13F-HR 20 Jul 2022, 13:52
Q1 2022 162 $158,402,000 +$14,129,869 -$5,189,813 +$8,940,056 MINT, NEAR, SPMB, TGA, FTNT 13F-HR 03 May 2022, 11:27
Q4 2021 170 $164,480,000 +$21,070,799 -$11,024,722 +$10,046,077 MINT, NEAR, SPMB, FTNT, POOL 13F-HR 10 Mar 2022, 11:46
Q3 2021 148 $154,357,000 +$20,743,172 -$13,761,393 +$6,981,779 MINT, NEAR, SPMB, PAYC, FTNT 13F-HR 15 Nov 2022, 12:34
Q2 2021 147 $147,419,000 +$22,785,074 -$17,079,708 +$5,705,366 MINT, SPMB, CTAS, POOL, SNV 13F-HR 15 Nov 2022, 12:15
Q1 2021 143 $135,468,000 +$9,535,043 -$4,493,142 +$5,041,901 MINT, SPMB, SNV, TSCO, FIZZ 13F-HR 15 Nov 2022, 12:01
Q4 2020 142 $123,657,000 +$8,268,855 -$5,231,661 +$3,037,194 MINT, SPMB, PAYC, CTAS, TSCO 13F-HR 15 Nov 2022, 10:53
Q3 2020 141 $108,803,006 +$9,017,308 -$4,828,981 +$4,188,327 MINT, SPMB, TSCO, NEAR, CTAS 13F-HR 15 Nov 2022, 10:46
Q2 2020 137 $100,990,006 +$11,063,833 -$5,481,355 +$5,582,478 MINT, SPMB, NEAR, TSCO, PAYC 13F-HR 15 Nov 2022, 10:41
Q1 2020 127 $83,298,858 +$9,223,371 -$4,526,302 +$4,697,069 MINT, SPMB, NEAR, SHV, MAA 13F-HR 09 Jan 2023, 10:22
Q4 2019 137 $102,683,006 $0 MINT, SPMB, NEAR, MBB, MAA 13F-HR 15 Nov 2022, 10:36