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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 3 of 46  ·  913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IUSV ISHARES TR 3,066.0 $338K 0.12% -143.0 -4.5% $110.17 +4.1%
42 IJR ISHARES TR 1,919.0 $285K 0.10% $148.31 -2.0%
43 AVGO BROADCOM INC Technology 745.0 $281K 0.10% +40.0 +5.7% $377.75 -5.3%
44 VTI VANGUARD INDEX FDS 760.0 $281K 0.10% $370.11 +2.6%
45 LRCX LAM RESEARCH CORP Technology 630.0 $273K 0.10% +41.0 +7.0% $433.78 -29.1%
46 JPM JPMORGAN CHASE & CO Financial Services 787.0 $258K 0.09% +83.0 +11.8% $327.23 +9.6%
47 HDV ISHARES TR 8,544.0 $234K 0.09% +7K +399.9% $27.41 +7.3%
48 META META PLATFORMS INC Communication Services 402.0 $226K 0.08% +34.0 +9.2% $562.82 +9.6%
49 DGRO ISHARES TR 2,729.0 $207K 0.07% $75.79 +4.4%
50 DISV DIMENSIONAL ETF TRUST 5,128.0 $206K 0.07% +4K +262.1% $40.13 +12.1%
51 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 219.0 $205K 0.07% +4.0 +1.9% $936.51 -2.2%
52 VTV VANGUARD INDEX FDS 883.0 $192K 0.07% +98.0 +12.5% $217.88 +3.9%
53 JNJ JOHNSON & JOHNSON Healthcare 657.0 $167K 0.06% $253.79 +8.4%
54 WMT WALMART INC Consumer Defensive 1,441.0 $163K 0.06% -34.0 -2.3% $113.23 -5.4%
55 AMD ADVANCED MICRO DEVICES INC Technology 280.0 $163K 0.06% +4.0 +1.4% $580.91 -17.8%
56 VNQ VANGUARD INDEX FDS 1,598.0 $154K 0.06% -96.0 -5.7% $96.43 -0.4%
57 LLY ELI LILLY & CO Healthcare 125.0 $150K 0.06% +13.0 +11.6% $1200.40 -4.3%
58 V VISA INC Financial Services 437.0 $150K 0.05% -17.0 -3.7% $342.92 +9.4%
59 UNP UNION PAC CORP Industrials 522.0 $142K 0.05% -23.0 -4.2% $272.12 +6.4%
60 ABBV ABBVIE INC Healthcare 560.0 $141K 0.05% +72.0 +14.8% $251.46 +1.9%
Page 3 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%