STALEY CAPITAL ADVISERS INC

$2.4B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1106565 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $2.4B
ALL retained default holdings for this (filer, period), including NULL-value ones: 184
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 12
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 21

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11528` · issuer key `iss:1012` ETF	ADD	−$19.1M	+352	$195M	$175M	411,047	411,399
position key `pos:17821` · issuer key `iss:89` COM	TRIM	−$18.2M	−7,534	$186M	$168M	594,191	586,657
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$37.8M	+16,288	$187M	$149M	386,022	402,310
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$12.7M	−3,057	$135M	$123M	420,469	417,412
position key `pos:11205` · issuer key `iss:255` COM	ADD	+$1.2M	+11,723	$95.3M	$96.5M	189,603	201,326
position key `pos:17533` · issuer key `iss:1509` COM	TRIM	−$31.1M	−3,221	$124M	$92.9M	724,786	721,565
position key `pos:11717` · issuer key `iss:440` COM	TRIM	+$20.0M	−8,373	$60.7M	$80.7M	398,366	389,993
position key `pos:17674` · issuer key `iss:728` COM	TRIM	+$12.3M	−8,051	$65.3M	$77.6M	225,941	217,890
position key `pos:16727` · issuer key `iss:991` COM	ADD	+$10.8M	+78,855	$65.8M	$76.6M	976,453	1,055,308
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$2.6M	+22,416	$74.1M	$71.5M	321,064	343,480
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$9.1M	−5,456	$57.8M	$66.9M	279,178	273,722
position key `pos:17214` · issuer key `iss:298` COM	ADD	−$1.8M	+19,848	$68.5M	$66.7M	315,518	335,366
position key `pos:16525` · issuer key `iss:58` COM	ADD	+$27.4M	+72,765	$35.6M	$63.0M	144,032	216,797
position key `pos:11237` · issuer key `iss:1601` ETF	TRIM	−$5.2M	−25,605	$67.6M	$62.4M	170,619	145,014
position key `pos:13864` · issuer key `iss:1681` COM	ADD	+$8.3M	+93,808	$53.2M	$61.5M	543,852	637,660
position key `pos:10790` · issuer key `iss:1444` COM	ADD	+$7.8M	+54,140	$49.3M	$57.2M	1,981,514	2,035,654
position key `sid:sec:prov:8cc6d731232d1ac429fb431a7ea6a184` · issuer key `cusip6:92189F` ETF	TRIM	−$3.2M	−73,542	$51.2M	$48.0M	596,466	522,924
position key `pos:11665` · issuer key `iss:523` COM	ADD	+$9.9M	+10,331	$36.4M	$46.4M	543,743	554,074
position key `pos:11944` · issuer key `iss:454` COM	TRIM	−$386K	−9,309	$46.3M	$45.9M	600,651	591,342
position key `pos:15168` · issuer key `iss:456` COM	TRIM	−$2.1M	−8,005	$40.7M	$38.7M	349,035	341,030
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$3.1M	−1,593	$40.9M	$37.8M	150,356	148,763
position key `pos:16130` · issuer key `iss:1508` COM	TRIM	+$4.8M	−67,533	$30.5M	$35.3M	373,577	306,044
position key `pos:17095` · issuer key `iss:588` COM	ADD	+$1.1M	+64,121	$33.0M	$34.2M	290,413	354,534
position key `pos:14310` · issuer key `iss:1626` COM	ADD	+$32.9M	+447,050	$279K	$33.2M	3,690	450,740
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` ETF	TRIM	−$1.5M	−30,975	$32.6M	$31.1M	606,315	575,340
position key `pos:17899` · issuer key `iss:1745` COM	TRIM	+$840K	−500	$23.2M	$24.0M	151,065	150,565
position key `pos:10986` · issuer key `cusip6:922908` ETF	ADD	+$1.0M	+2,115	$22.8M	$23.8M	119,354	121,469
position key `pos:16666` · issuer key `iss:1013` ETF	ADD	+$672K	+9,791	$18.7M	$19.4M	164,092	173,883
position key `pos:17875` · issuer key `iss:1093` COM	ADD	+$16.6M	+393,460	$1.0M	$17.7M	25,000	418,460
position key `pos:15198` · issuer key `iss:1445` COM	ADD	+$1.2M	+4,272	$16.4M	$17.7M	102,482	106,754
position key `sid:sec:prov:3a69ff5ca4f41bbce8dbd9c569fbb075` · issuer key `cusip6:92206C` ETF	ADD	+$2.5M	+32,123	$14.7M	$17.1M	183,978	216,101
position key `sid:sec:prov:525995e88f20993054c7e505dcddccf5` · issuer key `cusip6:53635B` COM	TRIM	−$5.3M	−180,293	$21.8M	$16.5M	719,648	539,355
position key `sid:sec:prov:3e8440a4e05faf828ae027dc10359b61` · issuer key `cusip6:92206C` ETF	ADD	+$814K	+18,200	$14.7M	$15.6M	313,225	331,425
position key `pos:17409` · issuer key `cusip6:921943` ETF	ADD	+$607K	+3,660	$14.4M	$15.1M	231,301	234,961
position key `pos:14055` · issuer key `cusip6:922908` ETF	ADD	−$2.6K	+504	$14.1M	$14.1M	48,462	48,966
position key `sid:sec:prov:7175357d7c86ef92a73a4c94c374b858` · issuer key `cusip6:92206C` ETF	ADD	+$381K	+7,834	$13.4M	$13.8M	224,047	231,881
position key `pos:17231` · issuer key `cusip6:922908` ETF	TRIM	+$158K	−146	$12.7M	$12.9M	49,374	49,228
position key `pos:17250` · issuer key `iss:54` COM	TRIM	+$2.0M	−500	$10.8M	$12.9M	63,900	63,400
position key `cusip:38259P508` · issuer key `cusip6:38259P` COM	TRIM	−$1.1M	−200	$13.1M	$12.0M	41,770	41,570
position key `sid:sec:prov:d8e584de0fcc7e9d15920d415f49dc36` · issuer key `cusip6:31609A` ETF	ADD	+$3.3M	+95,025	$7.8M	$11.1M	214,840	309,865
position key `pos:16708` · issuer key `iss:1661` COM	ADD	+$2.1M	+11,050	$8.9M	$11.0M	48,050	59,100
position key `pos:17965` · issuer key `cusip6:921937` ETF	ADD	+$1.2M	+16,555	$9.7M	$10.8M	130,295	146,850
position key `pos:12549` · issuer key `iss:1013` ETF	ADD	+$448K	+715	$9.6M	$10.0M	134,193	134,908
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` ETF	ADD	−$361K	+193	$10.1M	$9.7M	16,102	16,295
position key `pos:10935` · issuer key `iss:1902` COM	TRIM	+$1.8M	−751	$7.9M	$9.7M	194,394	193,643
position key `pos:15513` · issuer key `iss:492` COM	ADD	+$932K	+50,000	$5.8M	$6.7M	319,200	369,200
position key `pos:14143` · issuer key `iss:748` COM	TRIM	−$2.4M	−17,615	$8.6M	$6.1M	127,774	110,159
position key `sid:sec:prov:7bcdf14911a7fd0ef5217ab7ac306d5d` · issuer key `cusip6:46431W` ETF	TRIM	−$73.6K	−820	$6.1M	$6.1M	120,250	119,430
position key `pos:11514` · issuer key `iss:1012` ETF	TRIM	−$633K	−170	$6.6M	$6.0M	32,980	32,810
position key `sid:sec:prov:340f954147f3dcb9f8d9db12a53c7d90` · issuer key `cusip6:88830M` COM	TRIM	−$874K	−17,837	$6.4M	$5.5M	816,284	798,447
position key `pos:16249` · issuer key `cusip6:921908` ETF	ADD	+$207K	+1,484	$5.2M	$5.4M	23,781	25,265
position key `pos:17907` · issuer key `iss:1372` COM	TRIM	−$1.8M	−25,000	$7.2M	$5.4M	225,000	200,000
position key `pos:13667` · issuer key `iss:1602` ETF	ADD	+$19.5K	+1,350	$4.9M	$4.9M	162,225	163,575
position key `sid:sec:prov:25d3a3e23efa39e0ea45c59664e54f50` · issuer key `cusip6:309627` COM	ADD	+$959K	+75,000	$2.3M	$3.3M	175,251	250,251
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$30.7M	−163,651	$33.6M	$2.9M	180,150	16,499
position key `pos:11431` · issuer key `cusip6:92206C` ETF	ADD	+$297K	+3,940	$2.4M	$2.7M	28,950	32,890
position key `sid:sec:prov:fd0585629cc2c56c522b14f4ca767dfd` · issuer key `cusip6:922020` ETF	ADD	+$125K	+2,000	$2.5M	$2.6M	50,425	52,425
position key `sid:sec:prov:e134aa0591855f3babe3751e12f3b098` · issuer key `cusip6:25434V` ETF	ADD	+$636K	+15,565	$1.8M	$2.5M	53,429	68,994
position key `pos:13994` · issuer key `cusip6:922042` ETF	TRIM	+$42.0K	−100	$2.4M	$2.4M	32,115	32,015
position key `pos:10141` · issuer key `iss:1602` ETF	ADD	+$556K	+3,700	$1.8M	$2.3M	14,365	18,065
position key `pos:13774` · issuer key `iss:134` COM	TRIM	+$379K	−1,500	$1.9M	$2.3M	55,500	54,000
position key `sid:sec:prov:8c13ad54915c2dff5c6a4ec00f4c2ac4` · issuer key `cusip6:72201R` ETF	ADD	+$1.7M	+31,700	$577K	$2.2M	11,000	42,700
position key `pos:16793` · issuer key `iss:1633` ETF	TRIM	+$57.5K	−73	$2.0M	$2.1M	67,130	67,057
position key `pos:14206` · issuer key `iss:1193` COM	ADD	−$251K	+45	$2.2M	$1.9M	3,842	3,887
position key `pos:11695` · issuer key `cusip6:922908` ETF	TRIM	−$131K	−90	$2.1M	$1.9M	6,546	6,456
position key `pos:16058` · issuer key `iss:118` COM	ADD	−$131K	+40	$2.1M	$1.9M	6,087	6,127
position key `sid:sec:prov:37e4995e6b67d5e138767a663c26b870` · issuer key `cusip6:922908` ETF	TRIM	+$49.9K	−115	$1.8M	$1.9M	10,285	10,170
position key `pos:11209` · issuer key `cusip6:922908` ETF	TRIM	−$225K	−15	$2.1M	$1.9M	4,284	4,269
position key `pos:14684` · issuer key `iss:1350` COM	TRIM	−$19.5M	−224,014	$21.3M	$1.7M	246,098	22,084
position key `pos:13378` · issuer key `cusip6:72201R` ETF	TRIM	−$66.6K	−700	$1.7M	$1.6M	16,670	15,970
position key `cusip:233203843` · issuer key `cusip6:233203` ETF	ADD	+$101K	+1,005	$1.4M	$1.5M	20,255	21,260
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$438K	+22	$1.1M	$1.5M	8,797	8,819
position key `pos:11390` · issuer key `iss:720` COM	TRIM	−$485K	−400	$1.9M	$1.4M	2,917	2,517
position key `pos:15909` · issuer key `iss:1633` ETF	TRIM	−$341K	−10,658	$1.7M	$1.4M	65,381	54,723
position key `pos:10715` · issuer key `iss:916` COM	ADD	+$248K	+900	$1.1M	$1.3M	3,176	4,076
position key `pos:17573` · issuer key `iss:815` COM	NEW	+$1.3M	+12,500	$0	$1.3M	—	12,500
position key `pos:11693` · issuer key `iss:1834` COM	TRIM	−$1.9M	−12,500	$3.2M	$1.3M	22,500	10,000
position key `pos:12848` · issuer key `iss:1921` COM	ADD	−$196K	+6	$1.4M	$1.2M	4,072	4,078
position key `pos:13363` · issuer key `iss:1393` COM	TRIM	−$13.7K	−50	$1.1M	$1.1M	5,156	5,106
position key `pos:13833` · issuer key `iss:1435` COM	TRIM	−$36.3K	−799	$1.1M	$1.0M	7,454	6,655
position key `sid:sec:prov:f5c263e782979fbc9c5b401d4d1d072b` · issuer key `cusip6:78468R` ETF	TRIM	−$51.4K	−1,000	$1.1M	$1.0M	22,400	21,400
position key `pos:10307` · issuer key `iss:1012` ETF	TRIM	−$75.1K	−45	$992K	$916K	1,448	1,403
position key `pos:11871` · issuer key `iss:1011` ETF	TRIM	+$57.4K	−100	$769K	$827K	9,476	9,376
position key `pos:12366` · issuer key `iss:22` COM	ADD	−$70.0K	+788	$836K	$766K	6,669	7,457
position key `pos:3567` · issuer key `iss:810` COM	TRIM	−$62.6K	−25	$704K	$642K	2,286	2,261
position key `sid:sec:prov:350119fb274fcd8c7ec4519681c9e3cd` · issuer key `cusip6:921937` ETF	NEW	+$600K	+7,770	$0	$600K	—	7,770
position key `pos:12985` · issuer key `iss:756` COM	NEW	+$581K	+632,392	$0	$581K	—	632,392
position key `pos:15015` · issuer key `iss:92` COM	TRIM	+$55.3K	−300	$520K	$575K	9,018	8,718
position key `sid:sec:prov:4252b4f3709914f645284b0206172232` · issuer key `cusip6:78468R` ETF	ADD	+$312K	+3,400	$210K	$522K	2,300	5,700
position key `pos:13661` · issuer key `iss:1013` ETF	TRIM	−$41.5K	−1,000	$542K	$500K	17,500	16,500
position key `pos:17905` · issuer key `iss:1981` ETF	TRIM	−$74.3K	−922	$569K	$495K	6,462	5,540
position key `pos:16868` · issuer key `iss:1012` ETF	ADD	+$43.9K	+500	$437K	$481K	6,620	7,120
position key `sid:sec:prov:beafa1ae0c917b4bc0bad88f645ea4d8` · issuer key `cusip6:25434V` ETF	ADD	+$22.9K	+25	$437K	$460K	7,334	7,359
position key `pos:10357` · issuer key `iss:1786` COM	TRIM	−$2.8M	−6,000	$3.2M	$455K	7,225	1,225
position key `sid:sec:prov:2159ea7ce4ecfdba0c2fac3412c58147` · issuer key `cusip6:25434V` ETF	NEW	+$438K	+8,302	$0	$438K	—	8,302
position key `pos:12030` · issuer key `iss:525` COM	TRIM	−$31.0K	−100	$442K	$411K	512	412
position key `pos:11610` · issuer key `iss:287` COM	NEW	+$396K	+412	$0	$396K	—	412
position key `pos:15499` · issuer key `iss:23` COM	TRIM	−$76.1K	−250	$451K	$375K	1,976	1,726
position key `sid:sec:prov:5c9dafc33c07d8edc9231c0ecacc39e5` · issuer key `cusip6:42238D` COM	ADD	+$137K	+7,000	$204K	$341K	7,000	14,000
position key `pos:12891` · issuer key `iss:1146` COM	TRIM	−$1.4M	−66,034	$1.7M	$306K	89,048	23,014

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 72

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:b488cb5faaba6d66a8a9fd5a3f84f4af` · issuer key `cusip6:46435G` ETF	NO CHANGE	−$605K	$11.9M	$11.3M	80,000	80,000
position key `pos:11761` · issuer key `iss:605` COM	NO CHANGE	+$4.4M	$5.6M	$10.0M	241,234	241,234
position key `pos:17758` · issuer key `iss:1605` ETF	NO CHANGE	+$173K	$7.7M	$7.9M	12,844	12,844
position key `pos:13160` · issuer key `iss:1012` ETF	NO CHANGE	+$261K	$6.9M	$7.1M	125,550	125,550
position key `pos:10136` · issuer key `iss:990` COM	NO CHANGE	−$1.2M	$6.6M	$5.4M	22,135	22,135
position key `pos:10892` · issuer key `cusip6:81369Y` ETF	NO CHANGE	−$426K	$5.5M	$5.1M	38,452	38,452
position key `pos:13432` · issuer key `iss:411` COM	NO CHANGE	+$922K	$3.9M	$4.8M	6,800	6,800
position key `sid:sec:prov:70d64fe5c70f1140dbae6871cc36049c` · issuer key `cusip6:67092P` ETF	NO CHANGE	+$45.0K	$4.5M	$4.6M	100,000	100,000
position key `pos:11361` · issuer key `iss:1042` COM	NO CHANGE	−$1.6M	$5.7M	$4.2M	45,000	45,000
position key `pos:14648` · issuer key `iss:1012` ETF	NO CHANGE	+$44.6K	$3.9M	$3.9M	40,500	40,500
position key `pos:17143` · issuer key `iss:1633` ETF	NO CHANGE	−$164K	$3.5M	$3.3M	129,510	129,510
position key `sid:sec:prov:cdd10414e490441353b8d5156a0f8caf` · issuer key `cusip6:922042` ETF	NO CHANGE	−$47.3K	$3.4M	$3.3M	40,100	40,100
position key `pos:10493` · issuer key `iss:471` COM	NO CHANGE	+$219K	$2.5M	$2.7M	35,610	35,610
position key `cusip:922018403` · issuer key `cusip6:922018` ETF	NO CHANGE	−$44.3K	$2.7M	$2.6M	35,759	35,759
position key `pos:14033` · issuer key `iss:1012` ETF	NO CHANGE	+$78.4K	$2.3M	$2.4M	18,991	18,991
position key `pos:12165` · issuer key `iss:1857` COM	NO CHANGE	+$171K	$2.2M	$2.3M	56,541	56,541
position key `pos:17408` · issuer key `iss:1789` COM	NO CHANGE	−$263K	$2.6M	$2.3M	76,835	76,835
position key `sid:sec:prov:08302bdaa87f8548cbc22d27c060268d` · issuer key `cusip6:34630N` COM	NO CHANGE	−$55.0K	$2.3M	$2.3M	1,099,600	1,099,600
position key `pos:14992` · issuer key `iss:1485` COM	NO CHANGE	+$13.7K	$1.7M	$1.8M	12,155	12,155
position key `sid:sec:prov:6004cb0856cddd0fe92010e50a829b42` · issuer key `cusip6:46435G` ETF	NO CHANGE	−$12.3K	$1.8M	$1.8M	70,000	70,000
position key `pos:11570` · issuer key `iss:1599` ETF	NO CHANGE	−$82.5K	$1.8M	$1.7M	2,613	2,613
position key `pos:10128` · issuer key `iss:1413` COM	NO CHANGE	+$29.2K	$1.6M	$1.6M	1,792	1,792
position key `pos:10276` · issuer key `iss:458` COM	NO CHANGE	+$39.0K	$1.5M	$1.5M	25,000	25,000
position key `pos:16400` · issuer key `iss:1016` ETF	NO CHANGE	+$39.0K	$1.3M	$1.4M	30,000	30,000
position key `cusip:360802821` · issuer key `cusip6:360802` SHS	NO CHANGE	−$47.3K	$1.3M	$1.3M	14,587	14,587
position key `sid:sec:prov:418863cb525919ed0dab487b64ee0535` · issuer key `cusip6:64129H` MLP	NO CHANGE	+$231K	$978K	$1.2M	115,000	115,000
position key `pos:17700` · issuer key `iss:1012` ETF	NO CHANGE	+$17.8K	$1.1M	$1.1M	5,358	5,358
position key `pos:17863` · issuer key `iss:1147` COM	NO CHANGE	+$28.7K	$1.1M	$1.1M	5,475	5,475
position key `pos:14885` · issuer key `iss:1830` COM	NO CHANGE	−$73.2K	$1.1M	$1.0M	22,600	22,600
position key `pos:17751` · issuer key `iss:1214` COM	NO CHANGE	+$121K	$847K	$968K	8,045	8,045
position key `pos:15683` · issuer key `iss:1526` COM	NO CHANGE	−$98.8K	$1.0M	$905K	6,250	6,250
position key `pos:17394` · issuer key `iss:2271` COM	NO CHANGE	−$255K	$1.1M	$852K	5,963	5,963
position key `pos:13234` · issuer key `iss:230` COM	NO CHANGE	−$103K	$908K	$804K	16,500	16,500
position key `cusip:808509855` · issuer key `cusip6:808509` ETF	NO CHANGE	−$36.9K	$841K	$804K	47,925	47,925
position key `pos:12858` · issuer key `iss:1012` ETF	NO CHANGE	−$35.4K	$784K	$749K	2,100	2,100
position key `pos:13030` · issuer key `iss:727` COM	NO CHANGE	+$51.3K	$576K	$627K	11,054	11,054
position key `pos:13746` · issuer key `iss:1012` ETF	NO CHANGE	−$56.2K	$682K	$626K	5,534	5,534
position key `pos:16562` · issuer key `cusip6:922908` ETF	NO CHANGE	+$12.6K	$489K	$502K	2,311	2,311
position key `pos:11671` · issuer key `iss:122` COM	NO CHANGE	+$34.5K	$460K	$494K	1,405	1,405
position key `pos:12791` · issuer key `iss:2307` COM	NO CHANGE	+$36.5K	$438K	$474K	7,243	7,243
position key `pos:17386` · issuer key `iss:806` COM	NO CHANGE	+$119K	$355K	$474K	543	543
position key `pos:15035` · issuer key `iss:505` COM	NO CHANGE	+$137K	$334K	$471K	3,568	3,568
position key `pos:10894` · issuer key `iss:1602` ETF	NO CHANGE	+$2.6K	$433K	$435K	5,111	5,111
position key `pos:13490` · issuer key `iss:1939` COM	NO CHANGE	+$44.7K	$387K	$432K	3,477	3,477
position key `pos:15702` · issuer key `iss:1012` ETF	NO CHANGE	+$2.8K	$373K	$376K	1,516	1,516
position key `cusip:128119880` · issuer key `cusip6:128119` COM	NO CHANGE	+$947	$371K	$372K	23,662	23,662
position key `pos:12827` · issuer key `iss:323` COM	NO CHANGE	−$39.5K	$374K	$334K	1,080	1,080
position key `pos:17354` · issuer key `iss:308` COM	NO CHANGE	−$87.8K	$419K	$331K	14,000	14,000
position key `pos:11901` · issuer key `iss:1012` ETF	NO CHANGE	+$21.3K	$293K	$314K	2,076	2,076
position key `pos:14012` · issuer key `cusip6:921946` ETF	NO CHANGE	+$13.6K	$288K	$302K	3,200	3,200
position key `pos:14952` · issuer key `iss:731` COM	NO CHANGE	+$33.8K	$253K	$287K	991	991
position key `pos:12367` · issuer key `iss:1627` COM	NO CHANGE	+$72.3K	$213K	$286K	5,556	5,556
position key `pos:11625` · issuer key `iss:2284` COM	NO CHANGE	+$54.0K	$230K	$284K	215	215
position key `pos:15125` · issuer key `iss:1798` COM	NO CHANGE	−$48.5K	$320K	$271K	552	552
position key `sid:sec:prov:b5d7c1a79bc86e5680e543051c9298fa` · issuer key `cusip6:670656` SHS	NO CHANGE	+$3.1K	$262K	$265K	26,000	26,000
position key `pos:15444` · issuer key `iss:360` COM	NO CHANGE	−$9.1K	$273K	$264K	6,423	6,423
position key `pos:14060` · issuer key `iss:47` COM	NO CHANGE	−$13.3K	$266K	$252K	1,241	1,241
position key `pos:12582` · issuer key `cusip6:346232` COM	NO CHANGE	−$11.9K	$252K	$240K	1,750	1,750
position key `sid:sec:prov:ccfa94a85000a92d8fff3645c8d29dfb` · issuer key `cusip6:046513` COM	NO CHANGE	−$668K	$905K	$237K	50,000	50,000
position key `pos:15267` · issuer key `iss:1395` COM	NO CHANGE	+$9.8K	$227K	$236K	2,211	2,211
position key `pos:16185` · issuer key `iss:647` COM	NO CHANGE	+$26.4K	$200K	$227K	4,191	4,191
position key `pos:15892` · issuer key `iss:7` COM	NO CHANGE	−$1.1K	$221K	$219K	2,000	2,000
position key `pos:16701` · issuer key `iss:1674` COM	NO CHANGE	−$39.4K	$254K	$214K	4,000	4,000
position key `pos:15119` · issuer key `iss:489` COM	NO CHANGE	−$8.6K	$218K	$209K	7,284	7,284
position key `pos:15144` · issuer key `iss:556` COM	NO CHANGE	−$43.3K	$252K	$209K	1,101	1,101
position key `sid:sec:prov:e09213899e660a36e335aa82d46b44a0` · issuer key `cusip6:92189F` ETF	NO CHANGE	−$1.2K	$177K	$175K	10,000	10,000
position key `sid:sec:prov:53837a65cf7910133661d39001681ec6` · issuer key `cusip6:746922` ETF	NO CHANGE	−$5.0K	$134K	$129K	12,500	12,500
position key `cusip:74915M308` · issuer key `cusip6:74915M` COM	NO CHANGE	−$54.4K	$178K	$124K	49,009	49,009
position key `sid:sec:prov:41049ab4f5a9e574ee060a06bf4ccae9` · issuer key `cusip6:67061W` COM	NO CHANGE	+$1.1K	$119K	$120K	10,000	10,000
position key `sid:sec:prov:2c589e410add571ec783f5e19ea71894` · issuer key `cusip6:29415C` COM	NO CHANGE	−$130K	$229K	$99.2K	20,000	20,000
position key `cusip:92941V209` · issuer key `cusip6:92941V` COM	NO CHANGE	+$896	$29.9K	$30.8K	51,472	51,472
position key `sid:sec:prov:d5255a909483f213ce83d7fe869b2c9c` · issuer key `cusip6:03528H` COM	NO CHANGE	−$5.4K	$31.2K	$25.8K	10,000	10,000

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 148 issuers · $2.4B disclosed value over 184 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

iSHARES RUSSELL 1000 GROWTH

12 positions · 12 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for iSHARES RUSSELL 1000 GROWTH, as it reported them
iSHARES RUSSELL 1000 GROWTH · ETF CUSIP — src ↗	$175M	411,399
iSHARES EMERGING MARKETS · ETF CUSIP — src ↗	$7.1M	125,550
ISHARES U.S. TECH ETF · ETF CUSIP — src ↗	$6.0M	32,810
iSHARES DEVELOPED MARKETS · ETF CUSIP — src ↗	$3.9M	40,500
ISHARES S&P SMALL-CAP ETF · ETF CUSIP — src ↗	$2.4M	18,991
iSHARES RUSSELL 1000 VALUE · ETF CUSIP — src ↗	$1.1M	5,358
ISHARES TR S&P 500 INDEX · ETF CUSIP — src ↗	$916K	1,403
ISHARES RUSSELL 1000 ETF · ETF CUSIP — src ↗	$749K	2,100
iSHARES S&P 500 GROWTH · ETF CUSIP — src ↗	$626K	5,534
ISHARES CORE S&P MID-CAP ETF · ETF CUSIP — src ↗	$481K	7,120
ISHARES RUSSELL 2000 INDEX · ETF CUSIP — src ↗	$376K	1,516
iSHARES DIVIDEND · ETF CUSIP — src ↗	$314K	2,076

ticker not yet mapped

$199M

654,357

8.4%

—

ALPHABET C · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$168M

586,657

7.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$149M

402,310

6.3%

—

J.P. MORGAN CHASE · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$123M

417,412

5.2%

—

BERKSHIRE HATH B · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$96.5M

201,326

4.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALCOMM INC. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$92.9M

721,565

3.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$80.7M

389,993

3.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FEDEX CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$77.6M

217,890

3.3%

—

INTL FLAV/FRAG. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$76.6M

1,055,308

3.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON.COM · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$71.5M

343,480

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON&JOHNSON · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$66.9M

273,722

2.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOEING CO. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$66.7M

335,366

2.8%

—

VANGUARD VALUE

8 positions · 8 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for VANGUARD VALUE, as it reported them
VANGUARD VALUE · ETF CUSIP — src ↗	$23.8M	121,469
VANGUARD MID CAP · ETF CUSIP — src ↗	$14.1M	48,966
VANGUARD SMALL-CAP ETF · ETF CUSIP — src ↗	$12.9M	49,228
VANGUARD S&P 500 ETF · ETF CUSIP 922908363 src ↗	$9.7M	16,295
VANGUARD LARGE CAP ETF · ETF CUSIP — src ↗	$1.9M	6,456
VANGUARD INDEX FDS MCAP VL IDX · ETF CUSIP 922908512 src ↗	$1.9M	10,170
VANGUARD GROWTH · ETF CUSIP — src ↗	$1.9M	4,269
VANGUARD SMALL CAP VALUE ETF · ETF CUSIP — src ↗	$502K	2,311

ticker not yet mapped

$66.7M

259,164

2.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIR PRODS & CHEMS · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$63.0M

216,797

2.7%

—

SPDR GOLD SHARES · ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$62.4M

145,014

2.6%

—

SMUCKER J M CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$61.5M

637,660

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$57.2M

2,035,654

2.4%

—

VANGUARD S/T CORP BOND ETF

4 positions · 4 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for VANGUARD S/T CORP BOND ETF, as it reported them
VANGUARD S/T CORP BOND ETF · ETF CUSIP 92206C409 src ↗	$17.1M	216,101
VANGUARD MBS ETF · ETF CUSIP 92206C771 src ↗	$15.6M	331,425
VANGUARD INTERM. TREASURY · ETF CUSIP 92206C706 src ↗	$13.8M	231,881
VANGUARD INTER-TERM CORP BOND · ETF CUSIP — src ↗	$2.7M	32,890

ticker not yet mapped

$49.2M

812,297

2.1%

—

VANECK VECTORS GOLD MINERS

2 positions · 2 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for VANECK VECTORS GOLD MINERS, as it reported them
VANECK VECTORS GOLD MINERS · ETF CUSIP 92189F106 src ↗	$48.0M	522,924
VANECK VECTORS PFD. SEC. EX-FI · ETF CUSIP 92189F429 src ↗	$175K	10,000

ticker not yet mapped

$48.2M

532,924

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORTEVA INC. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$46.4M

554,074

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYSTEMS · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$45.9M

591,342

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$38.7M

341,030

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$37.8M

148,763

1.6%

—

VANGUARD EMERG. MARKETS ETF

3 positions · 3 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for VANGUARD EMERG. MARKETS ETF, as it reported them
VANGUARD EMERG. MARKETS ETF · ETF CUSIP 922042858 src ↗	$31.1M	575,340
VANGUARD EUROPE ETF · ETF CUSIP 922042874 src ↗	$3.3M	40,100
VANGUARD TOTAL INTL. ETF · ETF CUSIP — src ↗	$2.4M	32,015

ticker not yet mapped

$36.8M

647,455

1.6%

—

QNITY ELECTRONICS · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$35.3M

306,044

1.5%

—

WALT DISNEY CO. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$34.2M

354,534

1.4%

—

HENRY SCHEIN · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$33.2M

450,740

1.4%

—

iSHARES EAFE GROWTH ETF

3 positions · 3 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for iSHARES EAFE GROWTH ETF, as it reported them
iSHARES EAFE GROWTH ETF · ETF CUSIP — src ↗	$19.4M	173,883
iSHARES EAFE VALUE ETF · ETF CUSIP — src ↗	$10.0M	134,908
iSHARES PREFERRED STOCK · ETF CUSIP — src ↗	$500K	16,500

ticker not yet mapped

$29.9M

325,291

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$24.0M

150,565

1.0%

—

LAMB WESTON · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$17.7M

418,460

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTl. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$17.7M

106,754

0.7%

—

LIQUIDITY SERVICES · COM CUSIP 53635B107
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$16.5M

539,355

0.7%

—

VANGUARD DEVEL. MARKETS ETF · ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$15.1M

234,961

0.6%

—

iSHARES ESG AWARE USA

2 positions · 2 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for iSHARES ESG AWARE USA, as it reported them
iSHARES ESG AWARE USA · ETF CUSIP 46435G425 src ↗	$11.3M	80,000
iSHARES ESG 1-5 YR CORPORATE · ETF CUSIP 46435G243 src ↗	$1.8M	70,000

ticker not yet mapped

$13.1M

150,000

0.6%

—

AGNICO EAGLE · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$12.9M

63,400

0.5%

—

ALPHABET A · COM CUSIP 38259P508
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$12.0M

41,570

0.5%

—

VANGUARD TOTAL BOND MARKET

2 positions · 2 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for VANGUARD TOTAL BOND MARKET, as it reported them
VANGUARD TOTAL BOND MARKET · ETF CUSIP — src ↗	$10.8M	146,850
VANGUARD INTERM-TERM BOND · ETF CUSIP 921937819 src ↗	$600K	7,770

ticker not yet mapped

$11.4M

154,620

0.5%

—

FIDELITY MID CAP · ETF CUSIP 31609A503
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$11.1M

309,865

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SIMON PROPERTY GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$11.0M

59,100

0.5%

—

DOW CHEMICAL · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$10.0M

241,234

0.4%

—

VERIZON COMM. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$9.7M

193,643

0.4%

—

SPDR S&P 400 MIDCAP · ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$7.9M

12,844

0.3%

—

SPDR SHORT-TERM CORPORATE BOND

3 positions · 3 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for SPDR SHORT-TERM CORPORATE BOND, as it reported them
SPDR SHORT-TERM CORPORATE BOND · ETF CUSIP — src ↗	$4.9M	163,575
SPDR S&P BIOTECH · ETF CUSIP — src ↗	$2.3M	18,065
SPDR S&P 400 MID CAP VALUE · ETF CUSIP — src ↗	$435K	5,111

ticker not yet mapped

$7.7M

186,751

0.3%

—

SCHWAB U.S. LARGE-CAP ETF

3 positions · 3 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for SCHWAB U.S. LARGE-CAP ETF, as it reported them
SCHWAB U.S. LARGE-CAP ETF · ETF CUSIP — src ↗	$3.3M	129,510
SCHWAB U.S. MID CAP · ETF CUSIP — src ↗	$2.1M	67,057
SCHWAB U.S. BROAD MARKET · ETF CUSIP — src ↗	$1.4M	54,723

ticker not yet mapped

$6.8M

251,290

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISTANCE NETWORKS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$6.7M

369,200

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FISERV INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$6.1M

110,159

0.3%

—

iSHARES SHORT MATURITY BOND · ETF CUSIP 46431W507
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$6.1M

119,430

0.3%

—

TITAN INTL INC · COM CUSIP 88830M102
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$5.5M

798,447

0.2%

—

VANGUARD DIV. APPRECIATION ETF · ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$5.4M

25,265

0.2%

—

OPTION CARE HEALTH INC COM NEW · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$5.4M

200,000

0.2%

—

IBM · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$5.4M

22,135

0.2%

—

SPDR-TECHNOLOGY · ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$5.1M

38,452

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.8M

6,800

0.2%

—

NUVEEN ESG LARGE CAP VALUE · ETF CUSIP 67092P300
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$4.6M

100,000

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KKR & CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.2M

45,000

0.2%

—

PIMCO INTERM. MUNI ETF

2 positions · 2 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for PIMCO INTERM. MUNI ETF, as it reported them
PIMCO INTERM. MUNI ETF · ETF CUSIP 72201R866 src ↗	$2.2M	42,700
PIMCO ENHANCED SHORT MATURITY · ETF CUSIP — src ↗	$1.6M	15,970

ticker not yet mapped

$3.8M

58,670

0.2%

—

DFA LRG VALUE ETF

3 positions · 3 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for DFA LRG VALUE ETF, as it reported them
DFA LRG VALUE ETF · ETF CUSIP 25434V666 src ↗	$2.5M	68,994
DIMENSIONAL ETF TRUST US TARGE · ETF CUSIP 25434V609 src ↗	$460K	7,359
DFA INTL. VALUE ETF · ETF CUSIP 25434V807 src ↗	$438K	8,302

ticker not yet mapped

$3.4M

84,655

0.1%

—

FARMERS NATIONAL BANC COM · COM CUSIP 309627107
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$3.3M

250,251

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.9M

16,499

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.7M

35,610

0.1%

—

VANGUARD S-T TIPS · ETF CUSIP 922020805
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$2.6M

52,425

0.1%

—

VANGUARD WINDSOR-ADM · ETF CUSIP 922018403
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$2.6M

35,759

0.1%

—

UNITED BANKSHARES · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$2.3M

56,541

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TETRA TECH INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.3M

76,835

0.1%

—

ANTERO RES CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$2.3M

54,000

0.1%

—

FORIAN INC COM · COM CUSIP 34630N106
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$2.3M

1,099,600

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.9M

3,887

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CENCORA · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.9M

6,127

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.8M

12,155

0.1%

—

OKTA INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.7M

22,084

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR S&P 500 ETF · ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.7M

2,613

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PARKER HANNIFIN · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.6M

1,792

0.1%

—

SPDR SHORT TERM MUNICIPAL

2 positions · 2 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for SPDR SHORT TERM MUNICIPAL, as it reported them
SPDR SHORT TERM MUNICIPAL · ETF CUSIP 78468R739 src ↗	$1.0M	21,400
SPDR SERIES TRUST SPDR BLOOMBE · ETF CUSIP 78468R663 src ↗	$522K	5,700

ticker not yet mapped

$1.5M

27,100

0.1%

—

DFA SMALL CAP ETF · ETF CUSIP 233203843
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.5M

21,260

0.1%

—

CITIZENS FINL · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.5M

25,000

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.5M

8,819

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC CL A · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.4M

2,517

0.1%

—

iSHARES ESG AWARE EMERGING MKT · ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.4M

30,000

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.3M

4,076

0.1%

—

GENUINE PARTS CO COM · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.3M

12,500

0.1%

—

FUNDAMENTAL INVS CL F2 SHS · SHS CUSIP 360802821
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.3M

14,587

0.1%

—

TWILIO INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.3M

10,000

0.1%

—

VISA INC CL A · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.2M

4,078

0.1%

—

NEUBERGER BRMN. MLP INCOME · MLP CUSIP 64129H104
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.2M

115,000

0.1%

—

M & T BK CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.1M

5,475

0.0%

—

PNC FINANCIAL · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.1M

5,106

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRUIST FINL CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.0M

22,600

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.0M

6,655

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO. INC. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$968K

8,045

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RAYMOND JAMES FINL · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$905K

6,250

0.0%

—

CHECK POINT SOFTWARE · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$852K

5,963

0.0%

—

ISHARES GOLD TRUST · ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$827K

9,376

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK OF AMERICA · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$804K

16,500

0.0%

—

SCHWAB S&P 500 INDEX · ETF CUSIP 808509855
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$804K

47,925

0.0%

—

ABBOTT LABS · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$766K

7,457

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENERAL ELECTRIC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$642K

2,261

0.0%

—

FEDERATED HERMES · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$627K

11,054

0.0%

—

STANDARD BIOTOOLS INC COM · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$581K

632,392

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALTRIA GROUP INC. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$575K

8,718

0.0%

—

WISDOMTREE LARGECAP DIV · ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$495K

5,540

0.0%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 77.8%below median 80.0%
Concentration index: 324 bpsbelow median 446 bps
Positions with value: 184 / 184median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 77.8% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 324 · QoQ moves: 205

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open STALEY CAPITAL ADVISERS INC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).