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Portfolio (Quarterly) Guide ↗

Valued Wealth Advisors LLC

· CIK 0002007175
13F Portfolio $275M AUM 913 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 193 New 307 Added 167 Reduced 27 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 379 $86K 0.04% SOLD
2 AIR LEASE CORP 378 $25K 0.01% SOLD
3 VGK VANGUARD INTL EQUITY INDEX F 243 $20K 0.01% SOLD
4 CTRA COTERRA ENERGY INC Energy 444 $16K 0.01% SOLD
5 MO ALTRIA GROUP INC Consumer Defensive 209 $14K 0.01% SOLD
6 NVR NVR INC Consumer Cyclical 2 $13K 0.01% SOLD
7 FCOM FIDELITY COVINGTON TRUST 167 $11K 0.01% SOLD
8 FTEC FIDELITY COVINGTON TRUST 50 $10K 0.00% SOLD
9 OWLET INC 2,000 $10K 0.00% SOLD
10 TPH TRI POINTE HOMES INC Consumer Cyclical 211 $10K 0.00% SOLD
11 CCL CARNIVAL CORP Consumer Cyclical 366 $9K 0.00% SOLD
12 FNCL FIDELITY COVINGTON TRUST 73 $5K 0.00% SOLD
13 GREAT LAKES DREDGE & DOCK CO 290 $5K 0.00% SOLD
14 ARES ARES MANAGEMENT CORPORATION Financial Services 45 $5K 0.00% SOLD
15 FSTA FIDELITY COVINGTON TRUST 93 $5K 0.00% SOLD
16 CUK CARNIVAL PLC Consumer Cyclical 160 $4K 0.00% SOLD
17 FDIS FIDELITY COVINGTON TRUST 37 $3K 0.00% SOLD
18 IOT SAMSARA INC Technology 90 $3K 0.00% SOLD
19 IBIT ISHARES BITCOIN TRUST ETF Financial Services 63 $2K 0.00% SOLD
20 MASI MASIMO CORP Healthcare 7 $1K 0.00% SOLD
Page 1 of 2  ·  27 positions
Sector Allocation
Technology 31.4%
Financial Services 14.1%
Industrials 10.6%
Consumer Cyclical 10.4%
Energy 7.5%
Healthcare 6.9%
Communication Services 6.7%
Consumer Defensive 4.3%
Real Estate 3.7%
Basic Materials 2.3%