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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 1 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVUV AMERICAN CENTY ETF TR 284,951.0 $35.6M 12.92% -4K -1.4% $124.76 +1.7%
2 AVEM AMERICAN CENTY ETF TR 176,723.0 $17.1M 6.20% -8K -4.1% $96.49 +0.3%
3 AVLV AMERICAN CENTY ETF TR 183,729.0 $16.8M 6.09% -4K -2.0% $91.21 +3.8%
4 DFAT DIMENSIONAL ETF TRUST 100,807.0 $7.0M 2.56% -5K -4.3% $69.90 +2.7%
5 FNDC SCHWAB STRATEGIC TR 51,623.0 $2.5M 0.91% -820.0 -1.6% $48.56 +6.4%
6 DFUV DIMENSIONAL ETF TRUST 39,978.0 $2.2M 0.80% -3K -8.0% $55.01 +4.7%
7 SCHE SCHWAB STRATEGIC TR 57,311.0 $2.1M 0.76% -363.0 -0.6% $36.26 +3.6%
8 AVSF AMERICAN CENTY ETF TR 38,403.0 $1.8M 0.65% -15K -28.1% $46.57 -1.0%
9 AAPL APPLE INC Technology 4,179.0 $1.2M 0.44% -281.0 -6.3% $289.34 +10.6%
10 SPEM SPDR INDEX SHS FDS 16,436.0 $851K 0.31% -4K -20.9% $51.78 +3.1%
11 SCHH SCHWAB STRATEGIC TR 23,584.0 $558K 0.20% -501.0 -2.1% $23.68 -1.0%
12 NVDA NVIDIA CORPORATION Technology 2,764.0 $553K 0.20% -69.0 -2.4% $200.09 +15.1%
13 XSVM INVESCO EXCHANGE TRADED FD T 7,625.0 $531K 0.19% -782.0 -9.3% $69.59 +1.4%
14 XOM EXXON MOBIL CORP Energy 2,728.0 $373K 0.14% -459.0 -14.4% $136.73 +16.6%
15 GOOG ALPHABET INC 1,014.0 $358K 0.13% -15.0 -1.5% $353.24
16 DFAS DIMENSIONAL ETF TRUST 4,167.0 $343K 0.12% -21.0 -0.5% $82.34 -0.2%
17 IUSV ISHARES TR 3,066.0 $338K 0.12% -143.0 -4.5% $110.17 +4.1%
18 WMT WALMART INC Consumer Defensive 1,441.0 $163K 0.06% -34.0 -2.3% $113.23 -5.4%
19 VNQ VANGUARD INDEX FDS 1,598.0 $154K 0.06% -96.0 -5.7% $96.43 -0.4%
20 V VISA INC Financial Services 437.0 $150K 0.05% -17.0 -3.7% $342.92 +9.4%
Page 1 of 9  ·  167 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%