SEC Form 13F · Q2 2026

VALLEY NATIONAL ADVISERS INC

Institutional Holdings Report

13F-HRPA
$899.8M
Portfolio Value
1,057
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
VALLEY NATIONAL ADVISERS INC
CIK
773411
Accession No.
0000773411-26-000006
Location
BETHLEHEM, PA
Form Type
13F-HR
Portfolio Value
$899.8M
Holdings Reported
1,057
Reporting Period
Q2 2026
Filed
July 29, 2026

About this Filing

VALLEY NATIONAL ADVISERS INC is an institutional investment manager based in BETHLEHEM, PA reporting approximately $899.8M in 13(f) securities across 1,057 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.