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Great Valley Advisor Group, Inc.
Great Valley Advisor Group, Inc. (GVA) is a technology-driven, full-service Registered Investment Adviser (RIA) headquartered in Wilmington, Delaware. Founded in 1986, the firm serves independent advisors, businesses, and individuals, helping clients in every aspect of their financial lives. GVA has over 50 employees and offers a wide range of services including wealth management, investment advisory, estate planning, and retirement planning. GVA is majority-owned by GVA Management Holding Inc. and maintains a minority stake held by LPL Capital Partners Inc. It is committed to helping clients build, manage, and preserve wealth through both discretionary and non-discretionary account management, operating on wrap or non-wrap fee arrangements.
Investment Strategy
Great Valley Advisor Group provides investment advisory services on both discretionary and non-discretionary bases, tailoring solutions to the financial objectives and needs of each client. The firm advises on a wide array of investment types, including equity securities, corporate and government debt, ETFs, mutual funds, options, REITs, and alternative investments. The firm's approach integrates asset allocation strategies, diversification, and risk tolerance assessments to manage and preserve client wealth over the long term. GVA participates in advisory programs sponsored by broker-dealers (including LPL Financial), emphasizing customized portfolio construction using both in-house and third-party research, focusing on achieving stated client goals within a fiduciary framework.
Latest 13F Filing Activity
Great Valley Advisor Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 886 equity positions with a total 13F market value of $5B. The fund increased holdings in PIMCO Etf TR, Nvidia Corporation, Capital Group Growth Etf among other positions. Great Valley Advisor Group, Inc. reduced exposure to Vanguard Scottsdale FDS, Dimensional Etf Trust, SPDR Series Trust among others.
Top Holdings
Equity Positions (886)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 3.84% | $173.4M | 1,097,546 | $20.28 | $157.99 | +$50.6M |
S SPLG | SPDR SERIES TRUST | 2.56% | $115.4M | 1,587,263 | $58.35 | $72.69 | +$30.3M |
D DLN | WISDOMTREE TR | 2.14% | $96.5M | 1,174,639 | $67.34 | $82.14 | +$14.3M |
Q QGRO | AMERICAN CENTY ETF TR | 2.11% | $95.1M | 871,588 | $73.22 | $109.12 | +$13.8M |
A AAPL | APPLE INC | 1.87% | $84.5M | 411,637 | $103.63 | $205.17 | -$12.7M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Analyst, Asset Management Team | Exton, PA , United States |
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