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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 2 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HD HOME DEPOT INC Consumer Cyclical 358.0 $118K 0.05% -8.0 -2.2% $329.23 +4.8%
22 ABBV ABBVIE INC Healthcare 488.0 $106K 0.04% -66.0 -11.9% $217.61 +11.7%
23 LLY ELI LILLY & CO Healthcare 112.0 $103K 0.04% -5.0 -4.3% $921.74 +22.5%
24 T AT&T INC Communication Services 3,526.0 $102K 0.04% -353.0 -9.1% $28.99 -22.7%
25 TSLA TESLA INC Consumer Cyclical 251.0 $93K 0.04% -192.0 -43.3% $371.75 +0.9%
26 GILD GILEAD SCIENCES INC Healthcare 668.0 $93K 0.04% -43.0 -6.0% $139.39 -11.2%
27 AVGE AMERICAN CENTY ETF TR 1,014.0 $89K 0.04% -158.0 -13.5% $87.98 +11.9%
28 TXN TEXAS INSTRS INC Technology 457.0 $89K 0.04% -24.0 -5.0% $194.03 +60.7%
29 ADP AUTOMATIC DATA PROCESSING IN Industrials 324.0 $66K 0.03% -45.0 -12.2% $204.63 +5.7%
30 VZ VERIZON COMMUNICATIONS INC Communication Services 1,155.0 $58K 0.02% -344.0 -22.9% $50.21 -8.2%
31 AMD ADVANCED MICRO DEVICES INC Technology 276.0 $56K 0.02% -241.0 -46.6% $203.43 +161.8%
32 DISV DIMENSIONAL ETF TRUST 1,416.0 $56K 0.02% -82.0 -5.5% $39.44 +2.8%
33 TMUS T-MOBILE US INC Communication Services 233.0 $49K 0.02% -11.0 -4.5% $209.91 -13.5%
34 ADI ANALOG DEVICES INC Technology 145.0 $46K 0.02% -12.0 -7.6% $317.41 +31.7%
35 UNH UNITEDHEALTH GROUP INC Healthcare 159.0 $43K 0.02% -1.0 -0.6% $270.56 +53.6%
36 AFL AFLAC INC Financial Services 350.0 $38K 0.02% -9.0 -2.5% $109.68 +7.8%
37 GS GOLDMAN SACHS GROUP INC Financial Services 45.0 $38K 0.01% -24.0 -34.8% $845.69 +25.9%
38 HIG HARTFORD INSURANCE GROUP INC Financial Services 269.0 $37K 0.01% -22.0 -7.6% $136.07 -4.2%
39 COF CAPITAL ONE FINL CORP Financial Services 185.0 $34K 0.01% -23.0 -11.1% $182.22 +12.4%
40 NOBL PROSHARES TR 293.0 $31K 0.01% -3.0 -1.0% $106.01 -47.4%
Page 2 of 6  ·  106 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%