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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 8 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ESGE ISHARES INC 3,864.0 $211K 0.08% -928.0 -19.4% $54.69 +1.6%
142 BN BROOKFIELD CORP Financial Services 4,910.0 $209K 0.08% -2K -27.3% $42.59 -5.4%
143 VT VANGUARD INTL EQUITY INDEX F 1,315.0 $206K 0.07% -140.0 -9.6% $156.98 +3.0%
144 VZ VERIZON COMMUNICATIONS INC Communication Services 4,875.0 $206K 0.07% NEW $42.34 +18.4%
145 GILD GILEAD SCIENCES INC Healthcare 1,624.0 $205K 0.07% +100.0 +6.6% $126.34 +19.5%
146 FLMB FRANKLIN TEMPLETON ETF TR 8,489.0 $204K 0.07% $24.05 -4.2%
147 WDC WESTERN DIGITAL CORP Technology 317.0 $202K 0.07% NEW $638.72 -26.8%
Page 8 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%