Portfolio (Quarterly) Guide ↗

Valued Wealth Advisors LLC

· CIK 0002007175

13F Portfolio $247M AUM 751 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 132 New 281 Added 106 Reduced 21 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	—	CIVITAS RESOURCES INC	—	1	$31.0	—	SOLD

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Sector Allocation

Technology 26.0%

Financial Services 12.9%

Energy 11.8%

Industrials 9.7%

Consumer Cyclical 9.5%

Communication Services 9.3%

Healthcare 6.9%

Consumer Defensive 5.2%

Real Estate 4.1%

Utilities 2.4%