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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 5 of 46  ·  913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WM WASTE MGMT INC DEL Industrials 373.0 $83K 0.03% -18.0 -4.6% $222.67 -1.7%
82 EFA ISHARES TR 797.0 $83K 0.03% $103.88 +4.3%
83 GILD GILEAD SCIENCES INC Healthcare 652.0 $82K 0.03% -16.0 -2.4% $126.38 +19.5%
84 ETN EATON CORP PLC Industrials 187.0 $80K 0.03% +6.0 +3.3% $426.12 -3.6%
85 NEE NEXTERA ENERGY INC Utilities 881.0 $77K 0.03% -42.0 -4.5% $87.78 -5.0%
86 VSAT VIASAT INC Technology 835.0 $75K 0.03% +285.0 +51.8% $89.81 -16.1%
87 EMR EMERSON ELEC CO Industrials 508.0 $73K 0.03% $143.15 +6.8%
88 WFC WELLS FARGO & CO Financial Services 872.0 $72K 0.03% +134.0 +18.2% $82.63 +8.9%
89 NFLX NETFLIX INC. Communication Services 985.0 $70K 0.03% -473.0 -32.4% $71.40 +9.6%
90 ADP AUTOMATIC DATA PROCESSING IN Industrials 311.0 $70K 0.03% -13.0 -4.0% $225.35 +23.2%
91 UNH UNITEDHEALTH GROUP INC Healthcare 165.0 $69K 0.03% +6.0 +3.8% $415.62 -4.4%
92 PG PROCTER & GAMBLE CO Consumer Defensive 467.0 $68K 0.03% -15.0 -3.1% $146.65 -0.1%
93 T AT&T INC Communication Services 3,159.0 $65K 0.02% -367.0 -10.4% $20.70 +24.0%
94 VGT VANGUARD WORLD FD 539.0 $64K 0.02% +458.0 +565.4% $119.41 +1.6%
95 IAU ISHARES GOLD TR Financial Services 831.0 $63K 0.02% $75.51 +10.4%
96 MA MASTERCARD INCORPORATED Financial Services 118.0 $61K 0.02% -56.0 -32.2% $514.15 +12.7%
97 MMM 3M CO Industrials 370.0 $60K 0.02% $162.01 +4.0%
98 GS GOLDMAN SACHS GROUP INC Financial Services 59.0 $60K 0.02% +14.0 +31.1% $1011.69 +2.7%
99 INTC INTEL CORP Technology 421.0 $59K 0.02% +16.0 +4.0% $139.63 -31.4%
100 CVX CHEVRON CORPORATION Energy 347.0 $57K 0.02% -191.0 -35.5% $165.63 +25.9%
Page 5 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%