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 -$13,854,034 +$4,796,375 VGSH, SHY, ISTB, IEI, IEF 13F-HR 30 Jan 2026, 09:19
Q3 2025 171 $186,839,226 +$9,056,450 -$15,083,010 -$6,026,560 VGSH, SHY, ISTB, IEI, IEF 13F-HR 21 Oct 2025, 12:29
Q2 2025 180 $183,595,318 +$16,303,638 -$13,889,530 +$2,414,108 MINT, VGSH, SHY, ISTB, IEI 13F-HR 29 Jul 2025, 08:40
Q1 2025 181 $171,447,099 +$9,757,908 -$14,558,734 -$4,800,826 MINT, VGSH, SHY, ISTB, IEI 13F-HR 30 Apr 2025, 09:19
Q4 2024 223 $181,662,265 +$28,752,169 -$27,745,578 +$1,006,591 MINT, VGSH, SHY, ISTB, IEI 13F-HR 29 Jan 2025, 16:12
Q3 2024 272 $184,376,032 +$31,102,951 -$21,254,406 +$9,848,545 MINT, VGSH, ISTB, SHY, ENSG 13F-HR 23 Oct 2024, 09:25
Q2 2024 169 $166,898,696 +$14,648,393 -$18,032,697 -$3,384,304 MINT, SHV, SGOV, VGSH, ENSG 13F-HR 19 Jul 2024, 09:10
Q1 2024 167 $170,611,929 +$15,217,313 -$14,267,082 +$950,231 MINT, SHV, SGOV, VGSH, ENSG 13F-HR 23 Apr 2024, 09:28
Q4 2023 164 $165,720,696 +$19,723,491 -$27,423,016 -$7,699,525 MINT, SHV, SGOV, VGSH, ENSG 13F-HR 18 Jan 2024, 09:18
Q3 2023 163 $154,785,822 +$11,197,739 -$14,693,444 -$3,495,705 MINT, BILS, SHV, SGOV, NEAR 13F-HR 08 Nov 2023, 08:51
Q2 2023 170 $165,665,091 +$20,370,592 -$19,122,268 +$1,248,324 MINT, BILS, SHV, SGOV, NEAR 13F-HR 02 Aug 2023, 08:44
Q1 2023 366 $157,027,017 +$19,125,054 -$10,670,579 +$8,454,475 MINT, SHV, BILS, NEAR, VGSH 13F-HR 15 May 2023, 11:31
Q4 2022 157 $143,306,967 +$21,461,894 -$22,148,384 -$686,490 MINT, SHV, BILS, NEAR, VGSH 13F-HR 20 Jan 2023, 10:37
Q3 2022 156 $139,159,000 +$8,846,051 -$6,444,743 +$2,401,308 MINT, NEAR, SHV, VGSH, SHY 13F-HR 02 Dec 2022, 11:50
Q2 2022 157 $140,760,000 +$29,159,885 -$28,729,031 +$430,854 MINT, NEAR, VGSH, SHV, TGA 13F-HR 20 Jul 2022, 13:52
Q1 2022 162 $158,402,000 +$14,129,872 -$12,876,042 +$1,253,830 MINT, NEAR, SPMB, TGA, FTNT 13F-HR 03 May 2022, 11:27
Q4 2021 173 $168,886,000 +$22,149,136 -$13,343,718 +$8,805,418 MINT, NEAR, SPMB, FTNT, POOL 13F-HR 10 Mar 2022, 12:46
Q3 2021 149 $154,356,000 +$20,743,156 -$13,761,391 +$6,981,765 MINT, NEAR, SPMB, PAYC, FTNT 13F-HR 15 Nov 2022, 12:34
Q2 2021 148 $147,418,000 +$22,785,067 -$17,079,708 +$5,705,359 MINT, SPMB, CTAS, POOL, SNV 13F-HR 15 Nov 2022, 12:15
Q1 2021 144 $135,467,000 +$9,659,491 -$4,493,144 +$5,166,347 MINT, SPMB, SNV, TSCO, FIZZ 13F-HR 15 Nov 2022, 12:01
Q4 2020 144 $125,479,000 +$8,323,374 -$8,373,662 -$50,288 MINT, SPMB, PAYC, CTAS, TSCO 13F-HR 15 Nov 2022, 11:53
Q3 2020 141 $108,809,000 +$9,017,297 -$7,203,982 +$1,813,315 MINT, SPMB, TSCO, NEAR, CTAS 13F-HR 15 Nov 2022, 11:46
Q2 2020 137 $100,996,000 +$11,063,824 -$8,886,998 +$2,176,826 MINT, SPMB, NEAR, TSCO, PAYC 13F-HR 15 Nov 2022, 11:41
Q1 2020 127 $83,305,071 +$9,223,602 -$10,488,303 -$1,264,701 MINT, SPMB, NEAR, SHV, MAA 13F-HR 09 Jan 2023, 11:22
Q4 2019 139 $103,594,000 $0 $0 $0 MINT, SPMB, NEAR, MBB, MAA 13F-HR 15 Nov 2022, 11:36