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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 24 of 46  ·  913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ARCB ARCBEST CORP Industrials 33.0 $5K 0.00% NEW $143.55 -1.7%
462 DLTR DOLLAR TREE INC Consumer Defensive 39.0 $5K 0.00% +21.0 +116.7% $120.97 +8.6%
463 PHG KONINKLIJKE PHILIPS N V Healthcare 172.0 $5K 0.00% +6.0 +3.6% $27.19 -4.8%
464 DLR DIGITAL RLTY TR INC Real Estate 26.0 $5K 0.00% $179.62 +4.9%
465 CALF PACER FDS TR 92.0 $5K 0.00% $50.62 +13.5%
466 CROX CROCS INC Consumer Cyclical 38.0 $5K 0.00% +33.0 +660.0% $120.66 -2.6%
467 TPC TUTOR PERINI CORP Industrials 55.0 $5K 0.00% NEW $82.98 +6.3%
468 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 37.0 $5K 0.00% $123.14 +31.0%
469 SLYG SPDR SERIES TRUST 38.0 $5K 0.00% $119.13 -4.6%
470 IVT INVENTRUST PPTYS CORP Real Estate 125.0 $4K 0.00% $35.66 -8.5%
471 TSCO TRACTOR SUPPLY CO Consumer Cyclical 141.0 $4K 0.00% +6.0 +4.4% $31.59 +10.8%
472 NDAQ NASDAQ INC Financial Services 56.0 $4K 0.00% $78.82 +22.9%
473 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 49.0 $4K 0.00% +46.0 +1533.3% $90.02 +66.3%
474 WMS ADVANCED DRAIN SYS INC DEL Industrials 28.0 $4K 0.00% +3.0 +12.0% $157.07 -13.6%
475 FBP FIRST BANCORP CORPORATION Financial Services 166.0 $4K 0.00% NEW $26.07 +9.3%
476 PFE PFIZER INC Healthcare 180.0 $4K 0.00% -301.0 -62.6% $24.04 +18.3%
477 YETI YETI HLDGS INC Consumer Cyclical 87.0 $4K 0.00% NEW $49.56 -17.6%
478 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 60.0 $4K 0.00% +56.0 +1400.0% $71.75 +1.0%
479 LOPE GRAND CANYON ED INC Consumer Defensive 30.0 $4K 0.00% $143.13 +6.7%
480 LECO LINCOLN ELEC HLDGS INC Industrials 16.0 $4K 0.00% +5.0 +45.5% $266.31 +3.8%
Page 24 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%