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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 10 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DUPONT DE NEMOURS INC 4.0 $543.0 NEW $135.75
182 VERSIGENT PLC 12.0 $505.0 NEW $42.08
183 XLG INVESCO EXCHANGE TRADED FD T 8.0 $490.0 NEW $61.25 +2.9%
184 FDVV FIDELITY COVINGTON TRUST 8.0 $483.0 NEW $60.38 +5.1%
185 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 9.0 $327.0 NEW $36.33 +6.0%
186 HNI HNI CORP Industrials 7.0 $283.0 NEW $40.43 +22.8%
187 BKD BROOKDALE SR LIVING INC Healthcare 15.0 $242.0 NEW $16.13 -27.0%
188 DAKT DAKTRONICS INC Technology 10.0 $196.0 NEW $19.60 -1.3%
189 LIBERTY CAP CORP 9.0 $195.0 NEW $21.67
190 DOLE DOLE PLC Consumer Defensive 14.0 $194.0 NEW $13.86 +1.1%
191 MATIV HOLDINGS INC 23.0 $175.0 NEW $7.61
192 DFCF DIMENSIONAL ETF TRUST $6.0 NEW
193 L LOEWS CORP Financial Services $2.0 NEW
Page 10 of 10  ·  193 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 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%