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Portfolio (Quarterly) Guide ↗

Value Investment Professionals, LLC

· CIK 0002110205
13F Portfolio $119M AUM 97 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 59 New 8 Added 5 Reduced 23 Exited
Page 1 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 USFR WISDOMTREE TR 222,193.0 $11.2M 9.41% NEW $50.35 -0.0%
2 VTI VANGUARD INDEX FDS 16,868.0 $6.2M 5.25% NEW $370.04 +2.8%
3 VEU VANGUARD INTL EQUITY INDEX F 73,032.0 $6.1M 5.14% NEW $83.75 +2.4%
4 SPLV INVESCO EXCH TRADED FD TR II 74,417.0 $5.6M 4.69% NEW $74.90 +0.4%
5 XLI SELECT SECTOR SPDR TR 21,745.0 $4.0M 3.39% NEW $185.23 -3.3%
6 VNQI VANGUARD INTL EQUITY INDEX F 43,078.0 $3.7M 3.10% NEW $85.49 -46.7%
7 JAAA JANUS DETROIT STR TR 72,287.0 $3.6M 3.07% NEW $50.49 +0.4%
8 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,767.0 $3.6M 2.99% NEW $746.83 +3.2%
9 XLU SELECT SECTOR SPDR TR 68,757.0 $3.1M 2.62% NEW $45.34 -5.2%
10 GOOGL ALPHABET INC Communication Services 8,490.0 $3.0M 2.55% NEW $357.39 -4.7%
11 IWM ISHARES TR 8,986.0 $2.7M 2.27% NEW $300.44 -0.1%
12 VNQ VANGUARD INDEX FDS 22,550.0 $2.2M 1.83% NEW $96.43 +1.7%
13 SCHB SCHWAB STRATEGIC TR 66,283.0 $1.9M 1.61% NEW $28.96 +2.8%
14 VT VANGUARD INTL EQUITY INDEX F 11,450.0 $1.8M 1.51% NEW $156.95 +2.9%
15 TCAF T ROWE PRICE EXCHANGE-TRADED 39,965.0 $1.6M 1.38% NEW $41.10 +4.4%
16 AVUV AMERICAN CENTY ETF TR 12,915.0 $1.6M 1.35% NEW $124.76 +1.0%
17 SMH VANECK ETF TRUST 2,033.0 $1.3M 1.12% NEW $655.79 -13.2%
18 VWO VANGUARD INTL EQUITY INDEX F 20,188.0 $1.2M 1.01% NEW $59.69 +2.1%
19 XLF SELECT SECTOR SPDR TR 22,242.0 $1.2M 1.00% NEW $53.61 +8.4%
20 AGG ISHARES TR 11,658.0 $1.2M 0.97% NEW $98.98 -1.1%
Page 1 of 3  ·  59 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
Financial Services 22.8%
Technology 18.5%
Consumer Defensive 14.1%
Healthcare 12.5%
Communication Services 9.6%
Industrials 8.6%
Consumer Cyclical 7.9%
Real Estate 4.5%
Utilities 1.4%