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Portfolio (Quarterly) Guide ↗

Valued Wealth Advisors LLC

· CIK 0002007175
13F Portfolio $227M AUM 643 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 643 New
Page 7 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CB CHUBB LIMITED Financial Services 104.0 $33K 0.01% NEW $313.27 +9.0%
122 GWW WW GRAINGER INC Industrials 32.0 $32K 0.01% NEW $1015.00 +33.4%
123 OWLET INC 2,000.0 $32K 0.01% NEW $16.19
124 USMV ISHARES TR 340.0 $32K 0.01% NEW $94.16 +1.9%
125 GM GENERAL MTRS CO Consumer Cyclical 390.0 $32K 0.01% NEW $81.39 -4.0%
126 CMCSA COMCAST CORP NEW Communication Services 1,057.0 $32K 0.01% NEW $29.89 -22.5%
127 BK BANK NEW YORK MELLON CORP Financial Services 267.0 $31K 0.01% NEW $115.94 +22.4%
128 NOBL PROSHARES TR 296.0 $31K 0.01% NEW $104.17 -46.0%
129 NVR NVR INC Consumer Cyclical 4.0 $29K 0.01% NEW $7293.00 -6.4%
130 IVW ISHARES TR 236.0 $29K 0.01% NEW $123.26 +7.6%
131 COP CONOCOPHILLIPS Energy 301.0 $28K 0.01% NEW $93.62 +13.2%
132 KO COCA COLA CO Consumer Defensive 400.0 $28K 0.01% NEW $69.96 +18.1%
133 GE GE AEROSPACE Industrials 90.0 $28K 0.01% NEW $309.02 +19.4%
134 DE DEERE & CO Industrials 59.0 $28K 0.01% NEW $470.54 +30.3%
135 KLAC KLA CORP Technology 22.0 $27K 0.01% NEW $1218.55 -79.6%
136 BLK BLACKROCK INC Financial Services 25.0 $26K 0.01% NEW $1057.04 -8.7%
137 BR BROADRIDGE FINL SOLUTIONS IN Technology 117.0 $26K 0.01% NEW $224.15 -38.5%
138 SCHF SCHWAB STRATEGIC TR 1,085.0 $26K 0.01% NEW $24.04 +14.0%
139 C CITIGROUP INC Financial Services 218.0 $25K 0.01% NEW $116.78 +21.3%
140 SCHG SCHWAB STRATEGIC TR 742.0 $24K 0.01% NEW $32.62 +0.6%
Page 7 of 33  ·  643 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 31.7%
Financial Services 14.3%
Communication Services 11.6%
Consumer Cyclical 9.7%
Industrials 9.0%
Healthcare 7.0%
Real Estate 4.7%
Energy 4.4%
Consumer Defensive 4.2%
Utilities 1.7%