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Portfolio (Quarterly) Guide ↗

Valued Wealth Advisors LLC

· CIK 0002007175
13F Portfolio $247M AUM 751 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 132 New 281 Added 106 Reduced
Page 15 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MAT MATTEL INC Consumer Cyclical 7.0 $102.0 +5.0 +250.0% $14.57 -0.3%
Page 15 of 15  ·  281 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 26.6%
Financial Services 13.2%
Energy 12.0%
Industrials 10.0%
Consumer Cyclical 9.8%
Communication Services 7.3%
Healthcare 7.1%
Consumer Defensive 5.3%
Real Estate 4.2%
Utilities 2.4%