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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 20 of 46  ·  913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 RDN RADIAN GROUP INC Financial Services 182.0 $7K 0.00% NEW $37.67 -2.7%
382 IYJ ISHARES TR 41.0 $7K 0.00% $166.66 -3.3%
383 PVAL PUTNAM ETF TRUST 134.0 $7K 0.00% -12.0 -8.2% $50.96 +6.3%
384 FCEL FUELCELL ENERGY INC Industrials 189.0 $7K 0.00% NEW $36.01 -58.5%
385 VSS VANGUARD INTL EQUITY INDEX F 44.0 $7K 0.00% $154.30 +4.6%
386 COIN COINBASE GLOBAL INC Financial Services 46.0 $7K 0.00% $146.20 +26.3%
387 UNFI UNITED NAT FOODS INC Consumer Defensive 146.0 $7K 0.00% NEW $45.67 -3.8%
388 BURL BURLINGTON STORES INC Consumer Cyclical 21.0 $7K 0.00% +9.0 +75.0% $316.81 -16.2%
389 SOLV SOLVENTUM CORP Healthcare 86.0 $7K 0.00% $77.15 +18.8%
390 IWM ISHARES TR 22.0 $7K 0.00% $300.45 -1.5%
391 SO SOUTHERN CO Utilities 69.0 $7K 0.00% -25.0 -26.6% $95.67 -7.9%
392 PYPL PAYPAL HLDGS INC Financial Services 152.0 $7K 0.00% +2.0 +1.3% $43.19 +27.2%
393 EXEL EXELIXIS INC Healthcare 119.0 $6K 0.00% +39.0 +48.8% $54.41 +8.5%
394 PRDO PERDOCEO ED CORP Consumer Defensive 202.0 $6K 0.00% +47.0 +30.3% $32.00 +3.8%
395 CEG CONSTELLATION ENERGY CORP Utilities 26.0 $6K 0.00% -7.0 -21.2% $248.62 +20.2%
396 RL RALPH LAUREN CORP Consumer Cyclical 16.0 $6K 0.00% +7.0 +77.8% $402.44 -12.7%
397 ETSY INC 85.0 $6K 0.00% $75.34
398 OZK BANK OZK LITTLE ROCK ARK Financial Services 121.0 $6K 0.00% NEW $52.09 -3.2%
399 F FORD MTR CO Consumer Cyclical 451.0 $6K 0.00% +114.0 +33.8% $13.90 +5.2%
400 SNPS SYNOPSYS INC Technology 14.0 $6K 0.00% $446.07 -11.7%
Page 20 of 46  ·  913 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%