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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 2 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPEM SPDR INDEX SHS FDS 21,650.0 $1.0M 0.45% NEW $46.81 +8.0%
22 ISVL ISHARES TR 19,284.0 $918K 0.40% NEW $47.58 +6.0%
23 DFSV DIMENSIONAL ETF TRUST 23,563.0 $775K 0.34% NEW $32.89 +17.7%
24 MSFT MICROSOFT CORP Technology 1,584.0 $766K 0.34% NEW $483.67 -25.1%
25 SCHE SCHWAB STRATEGIC TR 22,945.0 $751K 0.33% NEW $32.75 +7.8%
26 NVDA NVIDIA CORPORATION Technology 3,124.0 $583K 0.26% NEW $186.52 +3.7%
27 SCHH SCHWAB STRATEGIC TR 26,012.0 $543K 0.24% NEW $20.89 +15.1%
28 SMA SMARTSTOP SELF STORAG REIT I Real Estate 16,588.0 $515K 0.23% NEW $31.02 +6.9%
29 IVV ISHARES TR 727.0 $498K 0.22% NEW $684.94 +7.2%
30 AVSF AMERICAN CENTY ETF TR 10,036.0 $473K 0.21% NEW $47.09 -1.0%
31 BERKSHIRE HATHAWAY INC DEL 879.0 $442K 0.19% NEW $502.65
32 AMZN AMAZON COM INC Consumer Cyclical 1,835.0 $424K 0.19% NEW $230.82 -1.4%
33 GOOGL ALPHABET INC Communication Services 1,290.0 $404K 0.18% NEW $313.11 +8.1%
34 GOOG ALPHABET INC Communication Services 1,103.0 $346K 0.15% NEW $313.73 +7.1%
35 IUSV ISHARES TR 3,214.0 $330K 0.14% NEW $102.55 +7.0%
36 XOM EXXON MOBIL CORP Energy 2,524.0 $304K 0.13% NEW $120.33 +13.8%
37 META META PLATFORMS INC Communication Services 454.0 $299K 0.13% NEW $659.43 -17.7%
38 DFAS DIMENSIONAL ETF TRUST 4,188.0 $292K 0.13% NEW $69.67 +16.7%
39 JPM JPMORGAN CHASE & CO. Financial Services 791.0 $255K 0.11% NEW $322.33 +3.0%
40 VTI VANGUARD INDEX FDS 760.0 $255K 0.11% NEW $335.34 +8.0%
Page 2 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%