New Age Alpha Variable Funds Trust

New Age Alpha Variable Funds Trust (CIK 2013968) is an SEC-registered fund company with 9 reporting fund series and $1.1B in net assets as of 2026-03-31.

Registrant

Fund series (9)

SeriesNet assets
NAA LARGE CORE SERIES$238.9M
NAA LARGE CAP VALUE SERIES$186.7M
NAA MID GROWTH SERIES$160.2M
NAA WORLD EQUITY INCOME SERIES$139.5M
NAA SMID-CAP VALUE SERIES$128.8M
NAA ALL CAP VALUE SERIES$85.9M
NAA LARGE GROWTH SERIES$54.5M
NAA SMALL CAP VALUE SERIES$49.2M
NAA SMALL GROWTH SERIES$24.1M

Largest reported holdings (across all series)

HoldingValue
Apple Inc.$12.9M
Amazon.com, Inc.$6.6M
Exxon Mobil Corp.$4.9M
Walmart Inc$3.8M
Costco Wholesale Corporation$3.0M
Tesla Inc$2.7M
Chevron Corp.$2.4M
ConocoPhillips$2.4M
The Procter & Gamble Co.$2.3M
Bank of America Corp.$2.3M
Home Depot Inc.$2.3M
Baker Hughes Company$2.3M
SLB Ltd.$2.3M
Intel Corporation$2.1M
Merck & Co., Inc$2.1M

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