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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 9 of 38  ·  751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MCD MCDONALDS CORP Consumer Cyclical 76.0 $23K 0.01% +18.0 +31.0% $309.04 -12.9%
162 C CITIGROUP INC Financial Services 207.0 $23K 0.01% -11.0 -5.0% $113.24 +24.7%
163 ITOT ISHARES TR 162.0 $23K 0.01% $142.43 +13.2%
164 ROST ROSS STORES INC Consumer Cyclical 105.0 $23K 0.01% +26.0 +32.9% $217.41 -1.9%
165 SPGI S&P GLOBAL INC Financial Services 54.0 $23K 0.01% +11.0 +25.6% $422.15 -3.1%
166 PTEN PATTERSON-UTI ENERGY INC Energy 2,079.0 $23K 0.01% NEW $10.83 -11.9%
167 AEP AMERICAN ELEC PWR CO INC Utilities 171.0 $22K 0.01% +42.0 +32.6% $130.97 +5.5%
168 SCHA SCHWAB STRATEGIC TR 761.0 $22K 0.01% +433.0 +132.0% $29.09 +21.7%
169 PCG PG&E CORP Utilities 1,239.0 $22K 0.01% +128.0 +11.5% $17.62 -2.2%
170 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 79.0 $22K 0.01% +15.0 +23.4% $276.11 +16.8%
171 GLW CORNING INC Technology 159.0 $22K 0.01% -15.0 -8.6% $135.89 +61.7%
172 GM GENERAL MTRS CO Consumer Cyclical 288.0 $21K 0.01% -102.0 -26.1% $74.38 +5.0%
173 QDPL PACER FDS TR 503.0 $20K 0.01% $40.34 +11.3%
174 ABT ABBOTT LABORATORIES Healthcare 195.0 $20K 0.01% -135.0 -40.9% $102.89 -9.3%
175 VGK VANGUARD INTL EQUITY INDEX F 243.0 $20K 0.01% $82.43 +5.7%
176 QQQ INVESCO QQQ TR Financial Services 34.0 $20K 0.01% $577.50 +23.2%
177 PXH INVESCO EXCH TRADED FD TR II 723.0 $19K 0.01% NEW $26.91 +2.5%
178 SPDW SPDR INDEX SHS FDS 421.0 $19K 0.01% $45.69 +9.2%
179 TECHNIPFMC PLC 278.0 $19K 0.01% +188.0 +208.9% $69.18
180 BR BROADRIDGE FINL SOLUTIONS IN Technology 117.0 $19K 0.01% $163.46 -15.2%
Page 9 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%