Quick Takeaways
- GREAT VALLEY ADVISOR GROUP, INC. reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $5,204,190,958.
Follow Filing Activity
Follow GREAT VALLEY ADVISOR GROUP, INC. and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 944 | $5,204,190,958 | +$488,537,614 | -$327,868,542 | +$160,669,072 | NVDA, SPYM, QGRO, DLN, AAPL | 13F-HR | 11 Feb 2026, 21:04 |
| Q3 2025 | 923 | $4,986,759,716 | +$306,144,042 | -$149,585,606 | +$156,558,436 | NVDA, SPLG, QGRO, AAPL, DLN | 13F-HR | 14 Nov 2025, 16:26 |
| Q2 2025 | 892 | $4,514,672,958 | +$592,939,633 | -$1,064,334,708 | -$471,395,075 | NVDA, SPLG, DLN, QGRO, AAPL | 13F-HR | 14 Aug 2025, 11:25 |
| Q1 2025 | 868 | $4,646,009,385 | +$641,412,503 | -$361,647,674 | +$279,764,829 | VCIT, NVDA, DCOR, AAPL, SPLG | 13F-HR | 08 May 2025, 10:15 |
| Q4 2024 | 840 | $4,466,444,538 | +$609,769,476 | -$161,383,992 | +$448,385,484 | NVDA, VCIT, AAPL, DCOR, QGRO | 13F-HR | 24 Feb 2025, 11:42 |
| Q3 2024 | 831 | $4,069,039,580 | +$503,441,809 | -$183,076,500 | +$320,365,309 | NVDA, VCIT, AAPL, QGRO, MSFT | 13F-HR | 12 Nov 2024, 09:28 |
| Q2 2024 | 775 | $3,574,246,064 | +$453,840,407 | -$114,247,451 | +$339,592,956 | NVDA, VCIT, AAPL, MSFT, QGRO | 13F-HR | 16 Jul 2024, 13:33 |
| Q1 2024 | 748 | $3,293,368,210 | +$405,532,233 | -$168,283,676 | +$237,248,557 | VCIT, NVDA, AAPL, MSFT, SPLG | 13F-HR | 03 May 2024, 20:16 |
| Q4 2023 | 711 | $2,849,750,360 | +$426,975,886 | -$222,750,384 | +$204,225,502 | VCIT, AAPL, MSFT, SPLG, NVDA | 13F-HR | 05 Feb 2024, 17:35 |
| Q3 2023 | 675 | $2,412,365,530 | +$270,954,184 | -$154,390,267 | +$116,563,917 | VCIT, AAPL, QGRO, MSFT, NVDA | 13F-HR | 06 Nov 2023, 18:00 |
| Q2 2023 | 701 | $2,386,070,485 | +$322,002,120 | -$194,707,420 | +$127,294,700 | AAPL, VCIT, QGRO, MSFT, NVDA | 13F-HR | 10 Aug 2023, 12:46 |
| Q1 2023 | 697 | $2,144,450,005 | +$344,271,634 | -$263,642,897 | +$80,628,737 | VCIT, AAPL, MSFT, FEX, NVDA | 13F-HR | 02 May 2023, 18:34 |
| Q4 2022 | 691 | $1,956,926,317 | +$231,949,948 | -$171,757,464 | +$60,192,484 | VCIT, AAPL, FEX, SPAB, MSFT | 13F-HR | 31 Jan 2023, 20:46 |
| Q3 2022 | 672 | $1,785,797,000 | +$252,337,174 | -$167,823,758 | +$84,513,416 | AAPL, VCIT, AMZN, MSFT, FEX | 13F-HR | 20 Oct 2022, 18:47 |
| Q2 2022 | 674 | $1,819,554,000 | +$514,468,831 | -$145,565,640 | +$368,903,191 | AAPL, VCIT, MSFT, SPLG, FEX | 13F-HR | 18 Jul 2022, 21:12 |
| Q1 2022 | 586 | $1,674,698,000 | +$217,890,438 | -$89,778,777 | +$128,111,661 | AAPL, SPLG, VCSH, QQQ, MSFT | 13F-HR | 19 Apr 2022, 20:29 |
| Q4 2021 | 592 | $1,614,458,000 | +$175,716,673 | -$65,346,880 | +$110,369,793 | AAPL, VCSH, SPLG, QQQ, VCIT | 13F-HR | 10 Feb 2022, 16:16 |
| Q3 2021 | 574 | $1,451,010,000 | +$181,061,337 | -$72,819,294 | +$108,242,043 | VCSH, AAPL, SPLG, VCIT, ACWI | 13F-HR | 14 Oct 2021, 17:15 |
| Q2 2021 | 540 | $1,351,345,000 | +$366,670,917 | -$96,920,790 | +$269,750,127 | VCSH, FTCS, AAPL, VCIT, SPLG | 13F-HR | 26 Jul 2021, 18:53 |
| Q1 2021 | 499 | $1,039,135,000 | +$127,534,436 | -$85,809,764 | +$41,724,672 | VCIT, ACWI, AAPL, FTCS, QQQ | 13F-HR | 20 Apr 2021, 15:17 |
| Q4 2020 | 469 | $966,373,000 | +$110,941,217 | -$34,880,260 | +$76,060,957 | VCIT, ACWI, AAPL, FTCS, QQQ | 13F-HR | 29 Jan 2021, 10:45 |
| Q3 2020 | 429 | $814,430,000 | +$236,983,403 | -$63,956,475 | +$173,026,928 | VCIT, ACWI, AAPL, QQQ, FTCS | 13F-HR | 21 Oct 2020, 17:10 |
| Q2 2020 | 410 | $610,958,000 | +$223,208,303 | -$58,767,679 | +$164,440,624 | VCIT, AAPL, SPLG, QQQ, AMZN | 13F-HR | 30 Jul 2020, 21:54 |
| Q1 2020 | 307 | $377,186,000 | +$78,497,712 | -$74,006,539 | +$4,491,173 | GSLC, AAPL, VSDA, MSFT, SPLG | 13F-HR | 15 May 2020, 12:29 |
| Q4 2019 | 356 | $449,020,000 | +$42,021,786 | -$36,326,298 | +$5,695,488 | AAPL, GSLC, AMZN, MSFT, REGL | 13F-HR | 07 Feb 2020, 19:54 |
| Q3 2019 | 339 | $414,291,000 | +$37,061,421 | -$23,300,295 | +$13,761,126 | GSLC, MTUM, AAPL, MSFT, REGL | 13F-HR | 25 Oct 2019, 14:32 |
| Q2 2019 | 328 | $397,963,000 | +$111,614,718 | -$31,885,857 | +$79,728,861 | GSLC, MTUM, AAPL, MSFT, AMZN | 13F-HR | 30 Jul 2019, 17:06 |
| Q1 2019 | 294 | $307,258,380 | +$120,004,499 | -$34,435,322 | +$85,569,177 | GSLC, MTUM, AAPL, RDVY, AGG | 13F-HR | 26 Apr 2019, 17:00 |
| Q4 2018 | 233 | $168,910,000 | $0 | $0 | $0 | CDC, IWP, AAPL, REGL, SMDV | 13F-HR | 11 Apr 2019, 16:10 |