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Portfolio (Quarterly) Guide ↗

Valued Wealth Advisors LLC

· CIK 0002007175
13F Portfolio $247M AUM 751 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New 281 Added 106 Reduced 21 Exited
Page 5 of 38  ·  751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BAC BANK AMERICA CORP Financial Services 1,471.0 $72K 0.03% +41.0 +2.9% $48.74 +19.4%
82 PG PROCTER & GAMBLE CO Consumer Defensive 482.0 $70K 0.03% +18.0 +3.9% $144.34 +2.9%
83 VBK VANGUARD INDEX FDS 225.0 $68K 0.03% $302.67 +18.2%
84 WMB WILLIAMS COS INC Energy 929.0 $68K 0.03% +268.0 +40.5% $72.77 +6.5%
85 EMR EMERSON ELEC CO Industrials 510.0 $67K 0.03% +67.0 +15.1% $130.94 +11.0%
86 GEV GE VERNOVA INC Utilities 76.0 $66K 0.03% +24.0 +46.1% $873.41 +24.3%
87 ADP AUTOMATIC DATA PROCESSING IN Industrials 324.0 $66K 0.03% -45.0 -12.2% $204.63 +5.7%
88 ETN EATON CORP PLC Industrials 181.0 $65K 0.03% +17.0 +10.4% $357.67 +17.4%
89 KR KROGER CO Consumer Defensive 849.0 $61K 0.03% +256.0 +43.2% $72.35 -20.2%
90 WFC WELLS FARGO & CO Financial Services 738.0 $59K 0.02% +37.0 +5.3% $79.59 +6.5%
91 XLK SELECT SECTOR SPDR TR 440.0 $58K 0.02% $132.90 +38.9%
92 VZ VERIZON COMMUNICATIONS INC Communication Services 1,155.0 $58K 0.02% -344.0 -22.9% $50.21 -8.2%
93 VGT VANGUARD WORLD FD 81.0 $56K 0.02% $695.86 -83.4%
94 AMD ADVANCED MICRO DEVICES INC Technology 276.0 $56K 0.02% -241.0 -46.6% $203.43 +161.8%
95 DISV DIMENSIONAL ETF TRUST 1,416.0 $56K 0.02% -82.0 -5.5% $39.44 +2.8%
96 AMAT APPLIED MATLS INC Technology 162.0 $55K 0.02% +14.0 +9.5% $342.01 +95.3%
97 MMM 3M CO Industrials 370.0 $54K 0.02% +13.0 +3.6% $145.21 +15.7%
98 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 180.0 $52K 0.02% +10.0 +5.9% $291.11 -3.8%
99 BLUEROCK PVT REAL ESTATE FD 3,088.0 $51K 0.02% NEW $16.61
100 LIN LINDE PLC Basic Materials 100.0 $50K 0.02% +17.0 +20.5% $496.89 +5.1%
Page 5 of 38  ·  751 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 26.0%
Financial Services 12.9%
Energy 11.8%
Industrials 9.7%
Consumer Cyclical 9.5%
Communication Services 9.3%
Healthcare 6.9%
Consumer Defensive 5.2%
Real Estate 4.1%
Utilities 2.4%