Great Valley Advisor Group, Inc. has filed its Form 13F-HR, disclosing the firm’s equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Chief Operating Officer James Spinelli on November 9, 2026, lists the firm’s holdings across a broad spectrum of public companies.
The report details a total of 1,085 positions held by the firm. Among the largest individual equity holdings disclosed are Alphabet Inc. Class A and Class C shares, which appear as the top two positions in the portfolio. Other significant corporate holdings include Apple Inc., Amazon.com Inc., Microsoft Corp., Broadcom Inc., and Eli Lilly and Company.
The portfolio also includes a substantial allocation to exchange-traded funds (ETFs). Notable ETF holdings include the iShares Core S&P 500 ETF, the Invesco QQQ Trust, and the iShares Core U.S. Aggregate Bond ETF. Additionally, the filing lists numerous other ETFs, including funds focused on emerging markets, international equities, and specific sectors such as technology and healthcare.
The filing provides a comprehensive list of all securities held, including the name of the issuer, CUSIP number, title of each class of security, total number of shares, and the total value of the position.
