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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
Q1 2026 Q4 2025 · All 132 New 281 Added 106 Reduced 21 Exited
Page 1 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLRE SELECT SECTOR SPDR TR 8,735.0 $357K 0.14% NEW $40.83 +9.2%
2 BLUEROCK PVT REAL ESTATE FD 3,088.0 $51K 0.02% NEW $16.61
3 SM SM ENERGY COMPANY Energy 1,059.0 $33K 0.01% NEW $31.18 -14.9%
4 FNDX SCHWAB STRATEGIC TR 1,092.0 $30K 0.01% NEW $27.85 +11.3%
5 CRC CALIFORNIA RES CORP Energy 419.0 $29K 0.01% NEW $69.22 -22.3%
6 MGY MAGNOLIA OIL & GAS CORP Energy 906.0 $29K 0.01% NEW $31.57 -13.8%
7 LBRT LIBERTY ENERGY INC Energy 916.0 $26K 0.01% NEW $28.80 -5.4%
8 NE NOBLE CORP PLC Energy 535.0 $26K 0.01% NEW $49.07 -20.2%
9 AROC ARCHROCK INC Energy 747.0 $26K 0.01% NEW $34.80 +19.0%
10 VSAT VIASAT INC Technology 550.0 $25K 0.01% NEW $45.80 +31.0%
11 AIR LEASE CORP 378.0 $25K 0.01% NEW $65.16
12 BTU PEABODY ENGR CORP Energy 747.0 $25K 0.01% NEW $32.95 -28.1%
13 CNX CNX RES CORP Energy 626.0 $24K 0.01% NEW $38.55 -12.8%
14 PTEN PATTERSON-UTI ENERGY INC Energy 2,079.0 $23K 0.01% NEW $10.83 -9.8%
15 PXH INVESCO EXCH TRADED FD TR II 723.0 $19K 0.01% NEW $26.91 +3.0%
16 PXF INVESCO EXCH TRADED FD TR II 272.0 $19K 0.01% NEW $69.90 +8.2%
17 FNDA SCHWAB STRATEGIC TR 531.0 $17K 0.01% NEW $32.43 +15.5%
18 CHRD CHORD ENERGY CORPORATION Energy 106.0 $15K 0.01% NEW $142.19 -16.0%
19 KGS KODIAK GAS SVCS INC Energy 245.0 $14K 0.01% NEW $58.32 +26.8%
20 INSW INTERNATIONAL SEAWAYS INC Energy 184.0 $13K 0.01% NEW $72.88 +11.8%
Page 1 of 7  ·  132 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 26.0%
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%