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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 3 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FNDB SCHWAB STRATEGIC TR 49,678.0 $1.5M 0.55% $30.46 +4.4%
42 VYM VANGUARD WHITEHALL FDS 9,210.0 $1.5M 0.53% +213.0 +2.4% $158.03 +3.9%
43 VANGUARD CALIF TAX FREE FDS 13,149.0 $1.3M 0.48% +1K +9.7% $100.60
44 IEMG ISHARES INC 15,666.0 $1.3M 0.47% -493.0 -3.0% $82.84 +1.0%
45 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,352.0 $1.3M 0.46% +9.0 +0.7% $935.47 -2.1%
46 LLY ELI LILLY & CO Healthcare 976.0 $1.2M 0.42% +126.0 +14.8% $1199.43 -4.3%
47 V VISA INC Financial Services 3,097.0 $1.1M 0.38% +361.0 +13.2% $343.09 +9.3%
48 XJH ISHARES TR 20,190.0 $1.1M 0.38% +471.0 +2.4% $52.15 -1.7%
49 AVGO BROADCOM INC Technology 2,746.0 $1.0M 0.38% +605.0 +28.3% $377.75 -5.3%
50 META META PLATFORMS INC Communication Services 1,823.0 $1.0M 0.37% +842.0 +85.8% $563.29 +9.5%
51 CMF ISHARES TR 17,627.0 $1.0M 0.37% +3K +19.2% $57.64 -3.4%
52 VSGX VANGUARD WORLD FD 11,790.0 $971K 0.35% $82.34 +2.5%
53 VV VANGUARD INDEX FDS 2,801.0 $963K 0.35% $343.91 +3.2%
54 ISHARES TR 15,706.0 $947K 0.34% -419.0 -2.6% $60.32
55 SCHZ SCHWAB STRATEGIC TR 40,953.0 $947K 0.34% +1K +2.6% $23.13 -2.0%
56 MA MASTERCARD INCORPORATED Financial Services 1,787.0 $918K 0.33% +31.0 +1.8% $513.60 +12.8%
57 EW EDWARDS LIFESCIENCES CORP Healthcare 9,654.0 $873K 0.32% +56.0 +0.6% $90.46 -0.6%
58 GLW CORNING INC Technology 3,282.0 $838K 0.30% $255.43 -39.6%
59 MUB ISHARES TR 7,536.0 $811K 0.29% +1K +16.0% $107.62 -3.3%
60 JPM JPMORGAN CHASE & CO Financial Services 2,463.0 $806K 0.29% +155.0 +6.7% $327.33 +9.6%
Page 3 of 8  ·  147 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%