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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 33 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 DFCF DIMENSIONAL ETF TRUST $6.0 NEW
642 NFE NEW FORTRESS ENERGY INC Utilities 3.0 $4.0 NEW $1.33 -72.1%
643 L LOEWS CORP Financial Services $2.0 NEW
Page 33 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%