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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	GLOB	GLOBANT S A	Technology	20	$923.0	—	SOLD
22	VMI	VALMONT INDS INC	Industrials	2	$801.0	—	SOLD
23	DD	DUPONT DE NEMOURS INC	Basic Materials	14	$642.0	—	SOLD
24	AVTR	AVANTOR INC	Healthcare	28	$220.0	—	SOLD
25	WDAY	WORKDAY INC	Technology	1	$175.0	—	SOLD
26	QLYS	QUALYS INC	Technology	1	$88.0	—	SOLD
27	FNF	FIDELITY NATL FINL INC	Financial Services	—	$23.0	—	SOLD

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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%