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Portfolio (Quarterly) Guide ↗

Values Added Financial LLC

· CIK 0001973921
13F Portfolio $277M AUM 147 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 65 Added 26 Reduced 4 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 USB US BANCORP Financial Services 4,041.0 $244K 0.09% -84.0 -2.0% $60.40 +4.9%
22 GRNB VANECK ETF TRUST 9,570.0 $231K 0.08% -7K -42.1% $24.14 -1.8%
23 IDEV ISHARES TR 2,527.0 $225K 0.08% -232.0 -8.4% $89.01 +4.9%
24 ESGE ISHARES INC 3,864.0 $211K 0.08% -928.0 -19.4% $54.69 +1.6%
25 BN BROOKFIELD CORP Financial Services 4,910.0 $209K 0.08% -2K -27.3% $42.59 -5.4%
26 VT VANGUARD INTL EQUITY INDEX F 1,315.0 $206K 0.07% -140.0 -9.6% $156.98 +3.0%
Page 2 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.4%
Financial Services 14.5%
Communication Services 9.4%
Healthcare 8.7%
Consumer Cyclical 7.1%
Consumer Defensive 4.5%
Industrials 3.0%
Real Estate 1.8%
Energy 0.7%
Basic Materials 0.5%