Institutional filer · SEC 13F · Q4 2024
GREAT VALLEY ADVISOR GROUP, INC.
The reported 13F portfolio of GREAT VALLEY ADVISOR GROUP, INC. (CIK 1769897) - top holdings, how concentrated the book is, and what changed last quarter.
- $4.5B
- Reported book
- 840
- Positions
- #25
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, GREAT VALLEY ADVISOR GROUP, INC. ranks #25 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $4.5B across 840 positions, a broadly diversified portfolio.
- $4.5B
- reported 13F value
- 840
- disclosed positions
- 3.5%
- in NVIDIA CORPORATION
- #25
- of 360 filers
Top-5 share 13.3% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, GREAT VALLEY ADVISOR GROUP, INC. ranks #25 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where GREAT VALLEY ADVISOR GROUP, INC. sits by disclosed position count
GREAT VALLEY ADVISOR GROUP, INC. reports 840 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
GREAT VALLEY ADVISOR GROUP, INC. vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
840 33rd of 360 higher than 327 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
GREAT VALLEY ADVISOR GROUP, INC. reports $4.47B across 840 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1769897 · Q4 2024 $4.5B book
BOOK-HEAVY · POS-WIDE · CONC-BROAD · LEAD-MIX · NEAR-PEER · TREND-FLAT · FY-SNAPSHOT
- BOOK-HEAVY #25/360
- POS-WIDE 840 names
- CONC-BROAD 13% top-5
- LEAD-MIX 3.5% top
- NEAR-PEER Banque Transatlantiq…
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: Banque Transatlantique SA
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · GREAT VALLEY ADVISOR GROUP, INC.
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$4.5B decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $156.5M | 3.5% |
| 2 | VANGUARD SCOTTSDALE FDS | $127.5M | 2.9% |
| 3 | APPLE INC | $110.7M | 2.5% |
| 4 | DIMENSIONAL ETF TRUST | $110.6M | 2.5% |
| 5 | AMERICAN CENTY ETF TR | $87.0M | 1.9% |
| 6 | MICROSOFT CORP | $74.1M | 1.7% |
| 7 | WISDOMTREE TR | $74.0M | 1.7% |
| 8 | SPDR SER TR | $71.8M | 1.6% |
| 9 | AMAZON COM INC | $71.5M | 1.6% |
| 10 | SPDR SER TR | $70.9M | 1.6% |
| 11 | SPDR SER TR | $61.3M | 1.4% |
| 12 | SPDR SER TR | $60.4M | 1.4% |
| 13 | CAPITAL GRP FIXED INCM ETF T | $55.8M | 1.3% |
| 14 | DIMENSIONAL ETF TRUST | $55.4M | 1.2% |
| 15 | SPDR SER TR | $52.5M | 1.2% |
| 16 | J P MORGAN EXCHANGE TRADED F | $49.8M | 1.1% |
| 17 | WORLD GOLD TR | $47.7M | 1.1% |
| 18 | SPDR INDEX SHS FDS | $43.6M | 1.0% |
| 19 | DIMENSIONAL ETF TRUST | $43.3M | 1.0% |
| 20 | J P MORGAN EXCHANGE TRADED F | $43.0M | 1.0% |
| 21 | ISHARES TR | $42.5M | 0.9% |
| 22 | AMERICAN CENTY ETF TR | $40.1M | 0.9% |
| 23 | ALPHABET INC | $39.6M | 0.9% |
| 24 | VICTORY PORTFOLIOS II | $37.7M | 0.8% |
| 25 | JPMORGAN CHASE & CO. | $35.5M | 0.8% |
Latest Quarter Trades · Q4 2024
New positions (200)
Frequently Asked Questions
- How big is GREAT VALLEY ADVISOR GROUP, INC.'s 13F portfolio?
- GREAT VALLEY ADVISOR GROUP, INC. reports $4.5B of long US-equity positions across 840 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does GREAT VALLEY ADVISOR GROUP, INC. sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, GREAT VALLEY ADVISOR GROUP, INC. ranks #25 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is GREAT VALLEY ADVISOR GROUP, INC.'s largest position?
- GREAT VALLEY ADVISOR GROUP, INC.'s largest reported position is NVIDIA CORPORATION at $156.5M, about 3.5% of its reported book as of Q4 2024.
- What did GREAT VALLEY ADVISOR GROUP, INC. trade last quarter?
- In its Q4 2024 filing, GREAT VALLEY ADVISOR GROUP, INC. opened 200 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for GREAT VALLEY ADVISOR GROUP, INC.: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($4.5B here).
Similar holding count
Nearest filers by number of disclosed positions (840 here).
Using this filing
- The rankings sort every tracked filer the same way GREAT VALLEY ADVISOR GROUP, INC. was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Banque Transatlantique SA reported the nearest book value ($4.1B) this quarter, a useful scale comparison for GREAT VALLEY ADVISOR GROUP, INC.. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.