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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 30 of 46  ·  913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CRC CALIFORNIA RES CORP Energy 56.0 $3K 0.00% -363.0 -86.6% $52.88 +2.5%
582 CIEN CIENA CORP Technology 6.0 $3K 0.00% +1.0 +20.0% $490.67 -34.6%
583 DAN DANA INC Consumer Cyclical 108.0 $3K 0.00% NEW $27.21 +17.7%
584 KALU KAISER ALUMINIUM CORPORATION Basic Materials 15.0 $3K 0.00% NEW $195.67 -16.1%
585 KSS KOHLS CORP Consumer Cyclical 165.0 $3K 0.00% NEW $17.72 +9.7%
586 DXC DXC TECHNOLOGY CO Technology 330.0 $3K 0.00% NEW $8.85 +31.7%
587 TRN TRINITY INDS INC Industrials 84.0 $3K 0.00% NEW $34.58 -18.1%
588 DXCM DEXCOM INC Healthcare 43.0 $3K 0.00% +8.0 +22.9% $67.37 +30.5%
589 VFC V F CORP Consumer Cyclical 172.0 $3K 0.00% +161.0 +1463.6% $16.68 -19.4%
590 MTB M & T BK CORP Financial Services 12.0 $3K 0.00% +1.0 +9.1% $238.92 +0.4%
591 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 46.0 $3K 0.00% NEW $62.24 -29.0%
592 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 433.0 $3K 0.00% NEW $6.60 -5.3%
593 GRMN GARMIN LTD Technology 12.0 $3K 0.00% +3.0 +33.3% $237.58 +16.6%
594 D DOMINION ENERGY INC Utilities 41.0 $3K 0.00% +1.0 +2.5% $68.54 -3.9%
595 CFG CITIZENS FINL GROUP INC Financial Services 40.0 $3K 0.00% +2.0 +5.3% $70.08 +1.0%
596 PLTR PALANTIR TECHNOLOGIES INC Technology 24.0 $3K 0.00% -48.0 -66.7% $116.71 +49.4%
597 CIG CIA ENERGETICA DE MINAS GERA Utilities 1,329.0 $3K 0.00% $2.10 +1.9%
598 DG DOLLAR GEN CORP Consumer Defensive 24.0 $3K 0.00% +16.0 +200.0% $115.12 +15.7%
599 NMIH NMI HLDGS INC Financial Services 67.0 $3K 0.00% NEW $41.10 +9.1%
600 BTU PEABODY ENGR CORP Energy 119.0 $3K 0.00% -628.0 -84.1% $23.13 +24.8%
Page 30 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%