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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 15 of 38  ·  751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PLTR PALANTIR TECHNOLOGIES INC Technology 72.0 $11K 0.00% +39.0 +118.2% $146.29 -22.9%
282 SAN BANCO SANTANDER SA Financial Services 925.0 $10K 0.00% $11.28 +18.5%
283 FTEC FIDELITY COVINGTON TRUST 50.0 $10K 0.00% $208.06 +31.1%
284 RB GLOBAL INC 108.0 $10K 0.00% $95.85
285 VBR VANGUARD INDEX FDS 48.0 $10K 0.00% $215.65 +12.0%
286 OWLET INC 2,000.0 $10K 0.00% $5.14
287 EXC EXELON CORP Utilities 210.0 $10K 0.00% +123.0 +141.4% $48.95 -3.4%
288 VOO VANGUARD INDEX FDS 17.0 $10K 0.00% $597.59 +12.7%
289 CRWD CROWDSTRIKE HLDGS INC Technology 26.0 $10K 0.00% NEW $390.42 +76.0%
290 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 17.0 $10K 0.00% NEW $593.00 -8.5%
291 ZION ZIONS BANCORPORATION NATL AS Financial Services 174.0 $10K 0.00% +108.0 +163.6% $57.73 +19.5%
292 SYF SYNCHRONY FINANCIAL Financial Services 147.0 $10K 0.00% -54.0 -26.9% $68.12 +15.4%
293 TPH TRI POINTE HOMES INC Consumer Cyclical 211.0 $10K 0.00% NEW $46.73 +0.5%
294 MTRN MATERION CORP Basic Materials 68.0 $10K 0.00% NEW $144.66 +92.6%
295 FAF FIRST AMERN FINL CORP Financial Services 163.0 $10K 0.00% -4.0 -2.4% $60.29 +10.2%
296 SUI SUN CMNTYS INC Real Estate 77.0 $10K 0.00% $127.09 -5.0%
297 NEU NEWMARKET CORP Basic Materials 15.0 $10K 0.00% NEW $644.00 +21.4%
298 GD GENERAL DYNAMICS CORP Industrials 28.0 $10K 0.00% +14.0 +100.0% $344.68 +0.6%
299 EQT EQT CORP Energy 151.0 $10K 0.00% +127.0 +529.2% $63.83 -17.1%
300 PKG PACKAGING CORP AMER Consumer Cyclical 45.0 $10K 0.00% +1.0 +2.3% $213.07 +12.3%
Page 15 of 38  ·  751 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%