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Portfolio (Quarterly) Guide ↗

Valued Wealth Advisors LLC

· CIK 0002007175
13F Portfolio $227M AUM 643 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 643 New
Page 3 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVGO BROADCOM INC Technology 688.0 $238K 0.10% NEW $346.12 +9.5%
42 IJR ISHARES TR 1,919.0 $231K 0.10% NEW $120.18 +21.7%
43 HDV ISHARES TR 1,709.0 $208K 0.09% NEW $121.60 -77.4%
44 TSLA TESLA INC Consumer Cyclical 443.0 $199K 0.09% NEW $449.72 -16.6%
45 DGRO ISHARES TR 2,729.0 $189K 0.08% NEW $69.42 +8.7%
46 COST COSTCO WHSL CORP NEW Consumer Defensive 197.0 $170K 0.07% NEW $862.86 +9.2%
47 V VISA INC Financial Services 479.0 $168K 0.07% NEW $350.36 -5.7%
48 VTV VANGUARD INDEX FDS 785.0 $150K 0.07% NEW $190.94 +15.5%
49 WMT WALMART INC Consumer Defensive 1,286.0 $143K 0.06% NEW $111.45 +3.9%
50 VNQ VANGUARD INDEX FDS 1,590.0 $141K 0.06% NEW $88.49 +9.8%
51 ABBV ABBVIE INC Healthcare 554.0 $127K 0.06% NEW $228.41 +6.4%
52 HD HOME DEPOT INC Consumer Cyclical 366.0 $126K 0.06% NEW $344.56 +0.1%
53 LLY ELI LILLY & CO Healthcare 117.0 $126K 0.06% NEW $1076.75 +4.9%
54 JNJ JOHNSON & JOHNSON Healthcare 608.0 $126K 0.06% NEW $207.12 +18.2%
55 RTX RTX CORPORATION Industrials 658.0 $121K 0.05% NEW $183.42 +1.7%
56 AMD ADVANCED MICRO DEVICES INC Technology 517.0 $111K 0.05% NEW $214.26 +148.6%
57 NFLX NETFLIX INC Communication Services 1,171.0 $110K 0.05% NEW $93.76 -24.4%
58 TRV TRAVELERS COMPANIES INC Financial Services 363.0 $105K 0.05% NEW $290.44 +9.6%
59 AVGE AMERICAN CENTY ETF TR 1,172.0 $101K 0.04% NEW $85.91 +14.6%
60 T AT&T INC Communication Services 3,879.0 $96K 0.04% NEW $24.84 -9.7%
Page 3 of 33  ·  643 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 31.7%
Financial Services 14.3%
Communication Services 11.6%
Consumer Cyclical 9.7%
Industrials 9.0%
Healthcare 7.0%
Real Estate 4.7%
Energy 4.4%
Consumer Defensive 4.2%
Utilities 1.7%