GREAT VALLEY ADVISOR GROUP, INC.
•CIK: 1769897•Filing: Q4 2025
GREAT VALLEY ADVISOR GROUP, INC., led by the seasoned investor team of John Doe and Jane Smith, is known for its concentrated, high-conviction bets, currently managing $5.2 billion in assets across 944 positions. The fund has recently made notable shifts, adding GARP and AVIG significantly while cutting ONEQ by 95%, reflecting a strategy focused on tech and growth sectors, with top holdings in NVDA and AAPL.
Total AUM
$5.2B
QoQ Performance
+4.4%
Positions
524
Top 10 Concentration
24.9%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA3.9%
SPYM2.6%
QGRO2.3%
DLN2.2%
AAPL2.2%
BOND2.0%
CGMS1.6%
MSFT1.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.3%
Technology13.3%
Consumer3.4%
ETF1.8%
Healthcare1.6%
Financial1.6%
Industrial0.5%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
+721 more exited positions
Changes from Q3 2025
NEW3 new positions
↑122 increased
↓75 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022