As we navigate the first quarter of 2026, the Magnificent Seven exhaustion we tracked last year has given way to broader market participation. At VettaFi, our advisor engagement data shows a quiet but persistent winning streak for value investing.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loni Adams Daymark Wealth Partners LLC | 45,383 | $1.43M | $1.55M | $121,578.37 | 8.5% |
Michael Mills Mills Wealth Advisors LLC | 19,553 | $707,829.24 | $666,952.83 | -$40,876.41 | -5.77% |
Laurel Steward Mattson Financial Services, LLC | 21,067 | $524,680.14 | $717,238.66 | $192,558.52 | 36.7% |
Gregory A. Brown Brown Financial Advisors | 35,188 | $876,368.16 | $1.2M | $323,894.52 | 36.96% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 26,939 | $773,143.87 | $917,154.42 | $144,010.55 | 18.63% |