Valued Wealth Advisors
Latest statistics and disclosures from Valued Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAU, DFAI, AVUV, DFSD, AVDV, and represent 62.22% of Valued Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: DFAU, AVUV, DFSD, DFAI, AVLV, AVEM, AVDV, AVRE, NVDA, AAPL.
- Started 19 new stock positions in SLM, BSV, BIV, LCID, FBTC, MO, WBD, EXEL, NOK, CRBG. MAT, DXCM, VXUS, KD, NATL, IOT, OWLT, VYX, TDC.
- Reduced shares in these 10 stocks: DFUV, AVDE, DFAC, DFAT, DFAE, FNDC, IVLU, DFAS, FIS, IUSV.
- Sold out of its positions in ANSS, ATKR, BIIB, CHX, CHTR, CLX, HES, KVUE, Lucid Group, CHRD. Skechers USA, SWK.
- Valued Wealth Advisors was a net buyer of stock by $11M.
- Valued Wealth Advisors has $216M in assets under management (AUM), dropping by 12.42%.
- Central Index Key (CIK): 0002007175
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Portfolio Holdings for Valued Wealth Advisors
Valued Wealth Advisors holds 627 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Valued Wealth Advisors has 627 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Valued Wealth Advisors Sept. 30, 2025 positions
- Download the Valued Wealth Advisors September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 18.9 | $41M | +6% | 889k | 45.76 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 12.6 | $27M | +7% | 745k | 36.35 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 12.4 | $27M | +8% | 269k | 99.53 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 11.8 | $25M | +9% | 526k | 48.19 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 6.6 | $14M | +2% | 160k | 89.03 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 6.0 | $13M | +5% | 173k | 75.11 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 5.8 | $13M | +8% | 174k | 72.26 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.9 | $6.2M | 106k | 58.21 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.8 | $6.0M | 155k | 38.57 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.2 | $4.7M | 59k | 78.90 |
|
|
| American Centy Etf Tr Real Estate Etf (AVRE) | 1.8 | $3.9M | +10% | 88k | 44.48 |
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 1.3 | $2.8M | 64k | 44.51 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.3 | $2.8M | 26k | 108.70 |
|
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 1.1 | $2.4M | 68k | 35.48 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.1 | $2.3M | 72k | 31.53 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.0 | $2.1M | -4% | 47k | 44.69 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.8 | $1.7M | 36k | 46.12 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.6 | $1.2M | 17k | 72.44 |
|
|
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.5 | $1.1M | 20k | 56.46 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $1.0M | 22k | 46.81 |
|
|
| Apple (AAPL) | 0.4 | $877k | +2% | 3.4k | 254.66 |
|
| Ishares Tr Intl Dev Sml Cp (ISVL) | 0.4 | $872k | 19k | 45.25 |
|
|
| Microsoft Corporation (MSFT) | 0.4 | $771k | 1.5k | 517.82 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $757k | 23k | 33.37 |
|
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.3 | $741k | 23k | 31.84 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $660k | 986.00 | 669.30 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.3 | $572k | -2% | 27k | 21.57 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $505k | +4% | 2.7k | 186.61 |
|
| American Centy Etf Tr Avantis Shfxdinc (AVSF) | 0.2 | $474k | 10k | 47.21 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $334k | +3% | 454.00 | 735.16 |
|
| Amazon (AMZN) | 0.2 | $329k | +4% | 1.5k | 219.57 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $323k | -6% | 3.2k | 99.96 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $287k | -8% | 4.2k | 68.46 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $278k | +2% | 1.1k | 243.13 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $276k | 839.00 | 329.14 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $255k | -2% | 2.3k | 112.76 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $236k | +2% | 968.00 | 243.66 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $228k | 1.9k | 118.83 |
|
|
| Broadcom (AVGO) | 0.1 | $221k | 669.00 | 329.85 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $221k | +3% | 699.00 | 315.41 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $209k | 1.7k | 122.44 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $203k | 338.00 | 601.12 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $186k | 2.7k | 68.08 |
|
|
| Tesla Motors (TSLA) | 0.1 | $180k | 405.00 | 444.72 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $172k | +3% | 186.00 | 925.76 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $147k | 785.00 | 187.39 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $143k | -2% | 1.6k | 91.42 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $135k | 269.00 | 502.74 |
|
|
| Netflix (NFLX) | 0.1 | $132k | 110.00 | 1198.93 |
|
|
| At&t (T) | 0.1 | $131k | 4.6k | 28.24 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $130k | -2% | 440.00 | 294.77 |
|
| Wal-Mart Stores (WMT) | 0.1 | $129k | 1.3k | 103.10 |
|
|
| Abbvie (ABBV) | 0.1 | $125k | -2% | 538.00 | 231.67 |
|
| Home Depot (HD) | 0.1 | $123k | 303.00 | 404.96 |
|
|
| Visa Com Cl A (V) | 0.1 | $120k | 351.00 | 341.45 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $109k | 651.00 | 167.25 |
|
|
| Johnson & Johnson (JNJ) | 0.0 | $104k | +3% | 558.00 | 185.54 |
|
| Travelers Companies (TRV) | 0.0 | $95k | 341.00 | 279.20 |
|
|
| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $89k | +3% | 1.1k | 83.38 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $88k | 478.00 | 183.74 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $81k | -11% | 106.00 | 764.09 |
|
| Waste Management (WM) | 0.0 | $79k | 360.00 | 220.55 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $77k | -12% | 503.00 | 153.74 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $74k | 797.00 | 93.37 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $71k | +39% | 95.00 | 744.94 |
|
| Bank of America Corporation (BAC) | 0.0 | $70k | 1.4k | 51.59 |
|
|
| Gilead Sciences (GILD) | 0.0 | $70k | +4% | 632.00 | 111.04 |
|
| Union Pacific Corporation (UNP) | 0.0 | $70k | +3% | 296.00 | 236.37 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $67k | 225.00 | 298.04 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $67k | 117.00 | 569.96 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $65k | 539.00 | 120.72 |
|
|
| Honeywell International (HON) | 0.0 | $63k | 298.00 | 210.73 |
|
|
| Verizon Communications (VZ) | 0.0 | $63k | -17% | 1.4k | 43.95 |
|
| TJX Companies (TJX) | 0.0 | $62k | -8% | 428.00 | 144.68 |
|
| Eaton Corp SHS (ETN) | 0.0 | $61k | 164.00 | 374.25 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $61k | 840.00 | 72.77 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $61k | +4% | 455.00 | 134.22 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $60k | 213.00 | 280.11 |
|
|
| Emerson Electric (EMR) | 0.0 | $58k | 443.00 | 131.09 |
|
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| Cisco Systems (CSCO) | 0.0 | $58k | -4% | 845.00 | 68.40 |
|
| Wells Fargo & Company (WFC) | 0.0 | $56k | +3% | 666.00 | 83.88 |
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| Oracle Corporation (ORCL) | 0.0 | $56k | 198.00 | 280.74 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $55k | 137.00 | 402.76 |
|
|
| 3M Company (MMM) | 0.0 | $55k | 355.00 | 155.05 |
|
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| UnitedHealth (UNH) | 0.0 | $55k | 159.00 | 345.03 |
|
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| Goldman Sachs (GS) | 0.0 | $50k | +5% | 63.00 | 793.35 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $50k | -2% | 1.1k | 46.71 |
|
| Advanced Micro Devices (AMD) | 0.0 | $48k | 298.00 | 161.93 |
|
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| Chevron Corporation (CVX) | 0.0 | $48k | +15% | 307.00 | 155.53 |
|
| Illinois Tool Works (ITW) | 0.0 | $48k | 181.00 | 262.59 |
|
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $47k | -3% | 1.3k | 35.70 |
|
| Air Products & Chemicals (APD) | 0.0 | $46k | -3% | 169.00 | 273.17 |
|
| International Business Machines (IBM) | 0.0 | $45k | -2% | 160.00 | 282.93 |
|
| Nextera Energy (NEE) | 0.0 | $45k | 591.00 | 75.43 |
|
|
| Booking Holdings (BKNG) | 0.0 | $43k | 8.00 | 5412.50 |
|
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| Abbott Laboratories (ABT) | 0.0 | $43k | -21% | 323.00 | 133.91 |
|
| AFLAC Incorporated (AFL) | 0.0 | $43k | -20% | 385.00 | 111.64 |
|
| Metropcs Communications (TMUS) | 0.0 | $42k | -3% | 174.00 | 239.66 |
|
| Fastenal Company (FAST) | 0.0 | $42k | 847.00 | 49.02 |
|
|
| Kroger (KR) | 0.0 | $41k | +3% | 601.00 | 67.43 |
|
| Caterpillar (CAT) | 0.0 | $40k | +11% | 85.00 | 474.54 |
|
| Capital One Financial (COF) | 0.0 | $40k | +4% | 187.00 | 212.50 |
|
| Wec Energy Group (WEC) | 0.0 | $39k | 343.00 | 114.59 |
|
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| Linde SHS (LIN) | 0.0 | $39k | 82.00 | 477.67 |
|
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| American Tower Reit (AMT) | 0.0 | $39k | 200.00 | 194.25 |
|
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| Williams Companies (WMB) | 0.0 | $38k | -8% | 603.00 | 63.37 |
|
| Analog Devices (ADI) | 0.0 | $38k | 155.00 | 245.21 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $37k | +6% | 1.2k | 31.43 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $37k | +16% | 169.00 | 216.66 |
|
| Qualcomm (QCOM) | 0.0 | $37k | +3% | 220.00 | 166.11 |
|
| Hartford Financial Services (HIG) | 0.0 | $35k | +2% | 261.00 | 133.90 |
|
| American Intl Group Com New (AIG) | 0.0 | $35k | -2% | 443.00 | 78.47 |
|
| McKesson Corporation (MCK) | 0.0 | $33k | 43.00 | 774.91 |
|
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| Manulife Finl Corp (MFC) | 0.0 | $32k | 1.0k | 31.15 |
|
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $32k | 340.00 | 95.14 |
|
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| NVR (NVR) | 0.0 | $32k | 4.00 | 8034.75 |
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| Merit Medical Systems (MMSI) | 0.0 | $32k | 386.00 | 83.23 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $32k | 307.00 | 103.17 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $30k | +2% | 316.00 | 95.39 |
|
| Merck & Co (MRK) | 0.0 | $30k | +5% | 350.00 | 84.72 |
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| Chubb (CB) | 0.0 | $28k | -13% | 100.00 | 282.73 |
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| Progressive Corporation (PGR) | 0.0 | $28k | -10% | 114.00 | 247.19 |
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| Broadridge Financial Solutions (BR) | 0.0 | $28k | 117.00 | 239.15 |
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| W.W. Grainger (GWW) | 0.0 | $28k | 29.00 | 958.28 |
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| Blackrock (BLK) | 0.0 | $28k | 24.00 | 1147.17 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $27k | 251.00 | 108.92 |
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| Applied Materials (AMAT) | 0.0 | $27k | +3% | 131.00 | 204.73 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $25k | 1.1k | 23.28 |
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| Servicenow (NOW) | 0.0 | $25k | +3% | 27.00 | 920.30 |
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| Coca-Cola Company (KO) | 0.0 | $25k | +3% | 371.00 | 66.73 |
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| Ge Aerospace Com New (GE) | 0.0 | $24k | 81.00 | 301.73 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $24k | -25% | 749.00 | 31.92 |
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| Paychex (PAYX) | 0.0 | $24k | -28% | 188.00 | 126.89 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $24k | 162.00 | 145.65 |
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| Bloom Energy Corp Com Cl A (BE) | 0.0 | $23k | 277.00 | 84.57 |
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| Citigroup Com New (C) | 0.0 | $23k | +3% | 230.00 | 101.58 |
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| Micron Technology (MU) | 0.0 | $23k | +5% | 139.00 | 167.60 |
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| Boston Scientific Corporation (BSX) | 0.0 | $23k | 233.00 | 97.63 |
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| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.0 | $22k | 529.00 | 42.15 |
|
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $22k | 846.00 | 26.34 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $22k | 212.00 | 104.51 |
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| eBay (EBAY) | 0.0 | $22k | 243.00 | 91.13 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $22k | 126.00 | 170.90 |
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| ConocoPhillips (COP) | 0.0 | $21k | +9% | 226.00 | 94.68 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $21k | -23% | 53.00 | 390.17 |
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| S&p Global (SPGI) | 0.0 | $21k | 42.00 | 492.33 |
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| Autodesk (ADSK) | 0.0 | $21k | 65.00 | 317.68 |
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| Kla Corp Com New (KLAC) | 0.0 | $21k | 19.00 | 1081.53 |
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| Intuit (INTU) | 0.0 | $21k | 30.00 | 683.50 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $20k | 31.00 | 657.26 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $20k | 90.00 | 222.18 |
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| Deere & Company (DE) | 0.0 | $20k | +19% | 43.00 | 462.40 |
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| Bwx Technologies (BWXT) | 0.0 | $20k | +4% | 106.00 | 184.65 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $19k | 243.00 | 79.80 |
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| Ameriprise Financial (AMP) | 0.0 | $19k | +5% | 39.00 | 494.44 |
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| Norfolk Southern (NSC) | 0.0 | $19k | +6% | 63.00 | 302.11 |
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| General Motors Company (GM) | 0.0 | $19k | +8% | 310.00 | 61.01 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $19k | 97.00 | 193.84 |
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| MercadoLibre (MELI) | 0.0 | $19k | +14% | 8.00 | 2337.00 |
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| Amphenol Corp Cl A (APH) | 0.0 | $18k | 148.00 | 123.92 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $18k | 422.00 | 42.79 |
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| Morgan Stanley Com New (MS) | 0.0 | $18k | +3% | 113.00 | 159.42 |
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| Lowe's Companies (LOW) | 0.0 | $18k | 72.00 | 249.85 |
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| D.R. Horton (DHI) | 0.0 | $18k | 105.00 | 169.90 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $18k | +10% | 54.00 | 327.22 |
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| Pulte (PHM) | 0.0 | $18k | +2% | 132.00 | 132.48 |
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| Walt Disney Company (DIS) | 0.0 | $17k | +2% | 148.00 | 114.55 |
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| Owlet Cl A New (OWLT) | 0.0 | $17k | NEW | 2.0k | 8.47 |
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| PG&E Corporation (PCG) | 0.0 | $17k | -6% | 1.1k | 15.12 |
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| salesforce (CRM) | 0.0 | $17k | 70.00 | 238.23 |
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| IDEXX Laboratories (IDXX) | 0.0 | $17k | 26.00 | 638.92 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $17k | 575.00 | 28.79 |
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| McDonald's Corporation (MCD) | 0.0 | $17k | -8% | 54.00 | 305.80 |
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| Cheniere Energy Com New (LNG) | 0.0 | $17k | -2% | 70.00 | 235.79 |
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| MetLife (MET) | 0.0 | $17k | +5% | 200.00 | 82.34 |
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| Icici Bank Adr (IBN) | 0.0 | $16k | 528.00 | 30.23 |
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| Targa Res Corp (TRGP) | 0.0 | $16k | +7% | 95.00 | 167.13 |
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| Amgen (AMGN) | 0.0 | $16k | 56.00 | 282.96 |
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| Dupont De Nemours (DD) | 0.0 | $16k | 203.00 | 77.94 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $16k | 46.00 | 337.50 |
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| PPG Industries (PPG) | 0.0 | $15k | 144.00 | 105.11 |
|
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| Sherwin-Williams Company (SHW) | 0.0 | $15k | 43.00 | 347.00 |
|
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| Paccar (PCAR) | 0.0 | $15k | +5% | 148.00 | 98.61 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $14k | -8% | 508.00 | 27.89 |
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| Corning Incorporated (GLW) | 0.0 | $14k | 172.00 | 82.20 |
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| Altria (MO) | 0.0 | $14k | NEW | 209.00 | 67.12 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $14k | 211.00 | 65.00 |
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| American Electric Power Company (AEP) | 0.0 | $14k | 122.00 | 112.07 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $13k | 189.00 | 70.98 |
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| Steel Dynamics (STLD) | 0.0 | $13k | +2% | 95.00 | 140.48 |
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| American Express Company (AXP) | 0.0 | $13k | +18% | 39.00 | 334.56 |
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| Tapestry (TPR) | 0.0 | $13k | 112.00 | 112.92 |
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| Darden Restaurants (DRI) | 0.0 | $13k | 66.00 | 190.83 |
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| Truist Financial Corp equities (TFC) | 0.0 | $12k | 272.00 | 45.77 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $12k | 35.00 | 355.49 |
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| Vistra Energy (VST) | 0.0 | $12k | +3% | 63.00 | 196.97 |
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| Kinross Gold Corp (KGC) | 0.0 | $12k | 496.00 | 24.85 |
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| Synchrony Financial (SYF) | 0.0 | $12k | +4% | 173.00 | 70.85 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $12k | 26.00 | 468.42 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $12k | 103.00 | 117.87 |
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| PNC Financial Services (PNC) | 0.0 | $12k | +3% | 60.00 | 201.57 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $12k | -6% | 167.00 | 70.97 |
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| Rb Global (RBA) | 0.0 | $12k | 108.00 | 108.36 |
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| First American Financial (FAF) | 0.0 | $11k | 166.00 | 64.20 |
|
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| Arista Networks Com Shs (ANET) | 0.0 | $11k | +2% | 72.00 | 145.72 |
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| Tyler Technologies (TYL) | 0.0 | $11k | 20.00 | 523.20 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $10k | 17.00 | 614.18 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $10k | +4% | 47.00 | 221.11 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $10k | -8% | 23.00 | 447.26 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $10k | -14% | 228.00 | 45.07 |
|
| Williams-Sonoma (WSM) | 0.0 | $10k | +4% | 52.00 | 197.12 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $10k | 29.00 | 353.00 |
|
|
| Oneok (OKE) | 0.0 | $10k | -11% | 140.00 | 73.09 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $10k | 50.00 | 203.60 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $10k | -19% | 81.00 | 125.11 |
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $10k | 285.00 | 35.39 |
|
|
| Sun Communities (SUI) | 0.0 | $10k | 77.00 | 130.05 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $10k | 48.00 | 208.08 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $9.8k | +5% | 201.00 | 48.69 |
|
| Packaging Corporation of America (PKG) | 0.0 | $9.7k | +2% | 45.00 | 216.27 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $9.7k | 175.00 | 55.49 |
|
|
| Banco Santander Adr (SAN) | 0.0 | $9.7k | 925.00 | 10.48 |
|
|
| Prudential Financial (PRU) | 0.0 | $9.7k | +6% | 93.00 | 103.84 |
|
| Ross Stores (ROST) | 0.0 | $9.6k | +10% | 63.00 | 152.98 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.0 | $9.6k | 174.00 | 55.33 |
|
|
| Synopsys (SNPS) | 0.0 | $9.5k | +26% | 19.00 | 498.63 |
|
| Starbucks Corporation (SBUX) | 0.0 | $9.4k | 111.00 | 84.37 |
|
|
| Target Corporation (TGT) | 0.0 | $9.3k | +9% | 103.00 | 89.89 |
|
| Xcel Energy (XEL) | 0.0 | $9.2k | 113.00 | 81.45 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $9.0k | 117.00 | 76.73 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $8.9k | 257.00 | 34.46 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $8.6k | -74% | 131.00 | 65.69 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $8.6k | -15% | 17.00 | 505.65 |
|
| Nike CL B (NKE) | 0.0 | $8.6k | +14% | 122.00 | 70.22 |
|
| HEICO Corporation (HEI) | 0.0 | $8.4k | 26.00 | 323.38 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $8.4k | 33.00 | 253.91 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $7.9k | 118.00 | 67.31 |
|
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $7.9k | 1.6k | 5.08 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $7.9k | 46.00 | 170.87 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $7.7k | 297.00 | 26.08 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $7.6k | -26% | 84.00 | 90.74 |
|
| Pepsi (PEP) | 0.0 | $7.6k | -3% | 54.00 | 140.30 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $7.6k | 220.00 | 34.43 |
|
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $7.5k | 676.00 | 11.09 |
|
|
| Cme (CME) | 0.0 | $7.4k | 27.00 | 274.81 |
|
|
| Ge Vernova (GEV) | 0.0 | $7.4k | 12.00 | 614.92 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $7.1k | 42.00 | 168.50 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $7.1k | -16% | 35.00 | 202.14 |
|
| CF Industries Holdings (CF) | 0.0 | $7.1k | 79.00 | 89.33 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $6.8k | -33% | 173.00 | 39.19 |
|
Past Filings by Valued Wealth Advisors
SEC 13F filings are viewable for Valued Wealth Advisors going back to 2024
- Valued Wealth Advisors 2025 Q3 filed Oct. 29, 2025
- Valued Wealth Advisors 2025 Q2 filed Aug. 6, 2025
- Valued Wealth Advisors 2025 Q1 filed May 1, 2025
- Valued Wealth Advisors 2024 Q4 filed Jan. 22, 2025
- Valued Wealth Advisors 2024 Q3 filed Oct. 28, 2024
- Valued Wealth Advisors 2024 Q2 filed July 17, 2024
- Valued Wealth Advisors 2024 Q1 filed April 30, 2024