Values First Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2025 - Oct 21, 2025
Value $
$187M
Signature - Title
Ed West - Chief Compliance Officer and Operations Manager
Location
Gray, 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 171 stock holdings with total value $187M as of Q3 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 Date Filed
Q3 2025 171 $187M +$9.06M -$15.1M -$6.03M VGSH, SHY, ISTB, IEI, IEF 13F-HR 10/21/2025, 12:29 PM
Q2 2025 180 $184M +$16.3M -$13.9M +$2.41M MINT, VGSH, SHY, ISTB, IEI 13F-HR 7/29/2025, 08:40 AM
Q1 2025 181 $171M +$9.76M -$14.6M -$4.8M MINT, VGSH, SHY, ISTB, IEI 13F-HR 4/30/2025, 09:19 AM
Q4 2024 223 $182M +$28.8M -$27.7M +$1.01M MINT, VGSH, SHY, ISTB, IEI 13F-HR 1/29/2025, 04:12 PM
Q3 2024 272 $184M +$31.1M -$21.3M +$9.85M MINT, VGSH, ISTB, SHY, ENSG 13F-HR 10/23/2024, 09:25 AM
Q2 2024 169 $167M +$14.6M -$18M -$3.38M MINT, SHV, SGOV, VGSH, ENSG 13F-HR 7/19/2024, 09:10 AM
Q1 2024 167 $171M +$15.2M -$14.3M +$950K MINT, SHV, SGOV, VGSH, ENSG 13F-HR 4/23/2024, 09:28 AM
Q4 2023 164 $166M +$19.7M -$27.4M -$7.7M MINT, SHV, SGOV, VGSH, ENSG 13F-HR 1/18/2024, 09:18 AM
Q3 2023 163 $155M +$11.2M -$14.7M -$3.5M MINT, BILS, SHV, SGOV, NEAR 13F-HR 11/8/2023, 08:51 AM
Q2 2023 170 $166M +$20.4M -$19.1M +$1.25M MINT, BILS, SHV, SGOV, NEAR 13F-HR 8/2/2023, 08:44 AM
Q1 2023 366 $157M +$19.1M -$10.7M +$8.45M MINT, SHV, BILS, NEAR, VGSH 13F-HR 5/15/2023, 11:31 AM
Q4 2022 157 $143M +$21.5M -$22.1M -$686K MINT, SHV, BILS, NEAR, VGSH 13F-HR 1/20/2023, 10:37 AM
Q3 2022 156 $139M +$8.85M -$6.44M +$2.4M MINT, NEAR, SHV, VGSH, SHY 13F-HR 12/2/2022, 11:50 AM
Q2 2022 157 $141M +$29.2M -$28.7M +$431K MINT, NEAR, VGSH, SHV, TGA 13F-HR 7/20/2022, 01:52 PM
Q1 2022 162 $158M +$14.1M -$12.9M +$1.25M MINT, NEAR, SPMB, TGA, FTNT 13F-HR 5/3/2022, 11:27 AM
Q4 2021 173 $169M +$22.1M -$13.3M +$8.81M MINT, NEAR, SPMB, FTNT, POOL 13F-HR 3/10/2022, 12:46 PM
Q3 2021 149 $154M +$20.7M -$13.8M +$6.98M MINT, NEAR, SPMB, PAYC, FTNT 13F-HR 11/15/2022, 12:34 PM
Q2 2021 148 $147M +$22.8M -$17.1M +$5.71M MINT, SPMB, CTAS, POOL, SNV 13F-HR 11/15/2022, 12:15 PM
Q1 2021 144 $135M +$9.66M -$4.49M +$5.17M MINT, SPMB, SNV, TSCO, FIZZ 13F-HR 11/15/2022, 12:01 PM
Q4 2020 144 $125M +$8.32M -$8.37M -$50.3K MINT, SPMB, PAYC, CTAS, TSCO 13F-HR 11/15/2022, 11:53 AM
Q3 2020 141 $109M +$9.02M -$7.2M +$1.81M MINT, SPMB, TSCO, NEAR, CTAS 13F-HR 11/15/2022, 11:46 AM
Q2 2020 137 $101M +$11.1M -$8.89M +$2.18M MINT, SPMB, NEAR, TSCO, PAYC 13F-HR 11/15/2022, 11:41 AM
Q1 2020 127 $83.3M +$9.22M -$10.5M -$1.26M MINT, SPMB, NEAR, SHV, MAA 13F-HR 1/9/2023, 11:22 AM
Q4 2019 139 $104M $0 $0 MINT, SPMB, NEAR, MBB, MAA 13F-HR 11/15/2022, 11:36 AM