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 62.27% of Valued Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVUV, DFSD, DFAI, DFAU, SMA, AAPL, AVLV, BRK.B, AVDV, AVEM.
- Started 30 new stock positions in IDA, XLK, SOLS, XLF, JXN, PVAL, FIX, HOOD, FNF, XLV.
- Reduced shares in these 10 stocks: QQQ, IVV, DFAT, AVDE, XSVM, IVW, DFUV, AVUS, IUSB, DFIV.
- Sold out of its positions in UHAL, CPNG, FI, GIS, JKHY, Liberty Media CORP-Liberty Live, VYX, NATL, NOK, Polestar Automotive Hldg Uk. TDC, Total, TY, ESGV.
- Valued Wealth Advisors was a net buyer of stock by $6.1M.
- Valued Wealth Advisors has $227M in assets under management (AUM), dropping by 5.50%.
- Central Index Key (CIK): 0002007175
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Portfolio Holdings for Valued Wealth Advisors
Valued Wealth Advisors holds 643 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Valued Wealth Advisors has 643 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Valued Wealth Advisors Dec. 31, 2025 positions
- Download the Valued Wealth Advisors December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 18.6 | $42M | 902k | 46.80 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 12.9 | $29M | +3% | 770k | 38.11 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 12.6 | $29M | +4% | 280k | 101.98 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 11.5 | $26M | +3% | 546k | 47.95 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 6.7 | $15M | 163k | 93.97 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 6.0 | $14M | 176k | 77.02 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 5.9 | $14M | +2% | 178k | 75.77 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.7 | $6.2M | -2% | 104k | 59.54 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.7 | $6.1M | 155k | 39.59 |
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|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.1 | $4.8M | 58k | 82.32 |
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| American Centy Etf Tr Real Estate Etf (AVRE) | 1.8 | $4.1M | +5% | 94k | 43.53 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 1.3 | $2.9M | 64k | 44.55 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.2 | $2.8M | 25k | 111.78 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 1.1 | $2.6M | 69k | 38.05 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.0 | $2.3M | 72k | 32.57 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.9 | $2.1M | 46k | 46.59 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.8 | $1.8M | 36k | 49.90 |
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| Apple (AAPL) | 0.6 | $1.3M | +37% | 4.7k | 271.88 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.5 | $1.2M | -2% | 16k | 74.17 |
|
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.5 | $1.1M | -4% | 19k | 57.14 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.4 | $1.0M | -2% | 22k | 46.81 |
|
| Ishares Tr Intl Dev Sml Cp (ISVL) | 0.4 | $918k | 19k | 47.58 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.3 | $775k | 24k | 32.89 |
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| Microsoft Corporation (MSFT) | 0.3 | $766k | +6% | 1.6k | 483.67 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $751k | 23k | 32.75 |
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| NVIDIA Corporation (NVDA) | 0.3 | $583k | +15% | 3.1k | 186.52 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $543k | 26k | 20.89 |
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| Smartstop Self Storag Reit I Common Stock (SMA) | 0.2 | $515k | NEW | 17k | 31.02 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $498k | -26% | 727.00 | 684.94 |
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| American Centy Etf Tr Avantis Shfxdinc (AVSF) | 0.2 | $473k | 10k | 47.09 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $442k | +226% | 879.00 | 502.65 |
|
| Amazon (AMZN) | 0.2 | $424k | +22% | 1.8k | 230.82 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $404k | +12% | 1.3k | 313.11 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $346k | +13% | 1.1k | 313.73 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $330k | 3.2k | 102.55 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $304k | +11% | 2.5k | 120.33 |
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| Meta Platforms Cl A (META) | 0.1 | $299k | 454.00 | 659.43 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $292k | 4.2k | 69.67 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $255k | +13% | 791.00 | 322.33 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $255k | -9% | 760.00 | 335.34 |
|
| Broadcom (AVGO) | 0.1 | $238k | +2% | 688.00 | 346.12 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $231k | 1.9k | 120.18 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $208k | 1.7k | 121.60 |
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| Tesla Motors (TSLA) | 0.1 | $199k | +9% | 443.00 | 449.72 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $189k | 2.7k | 69.42 |
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| Costco Wholesale Corporation (COST) | 0.1 | $170k | +5% | 197.00 | 862.86 |
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| Visa Com Cl A (V) | 0.1 | $168k | +36% | 479.00 | 350.36 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $150k | 785.00 | 190.94 |
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| Wal-Mart Stores (WMT) | 0.1 | $143k | +2% | 1.3k | 111.45 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $141k | 1.6k | 88.50 |
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| Abbvie (ABBV) | 0.1 | $127k | +2% | 554.00 | 228.41 |
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| Home Depot (HD) | 0.1 | $126k | +20% | 366.00 | 344.56 |
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| Eli Lilly & Co. (LLY) | 0.1 | $126k | +10% | 117.00 | 1076.75 |
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| Johnson & Johnson (JNJ) | 0.1 | $126k | +8% | 608.00 | 207.12 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $121k | 658.00 | 183.42 |
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| Advanced Micro Devices (AMD) | 0.0 | $111k | +73% | 517.00 | 214.26 |
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| Netflix (NFLX) | 0.0 | $110k | +964% | 1.2k | 93.76 |
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| Travelers Companies (TRV) | 0.0 | $105k | +6% | 363.00 | 290.44 |
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| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $101k | +10% | 1.2k | 85.91 |
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| At&t (T) | 0.0 | $96k | -16% | 3.9k | 24.84 |
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| Automatic Data Processing (ADP) | 0.0 | $96k | -16% | 369.00 | 258.97 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $94k | +20% | 546.00 | 171.34 |
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| Gilead Sciences (GILD) | 0.0 | $87k | +12% | 711.00 | 122.76 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $84k | 481.00 | 173.53 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $83k | +1243% | 1.3k | 64.31 |
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| Bank of America Corporation (BAC) | 0.0 | $79k | +5% | 1.4k | 55.01 |
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| Waste Management (WM) | 0.0 | $78k | 356.00 | 219.44 |
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| Union Pacific Corporation (UNP) | 0.0 | $78k | +13% | 336.00 | 231.00 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $77k | 797.00 | 96.03 |
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| TJX Companies (TJX) | 0.0 | $75k | +14% | 488.00 | 153.46 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $70k | +5% | 123.00 | 572.32 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $68k | 225.00 | 302.53 |
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| Honeywell International (HON) | 0.0 | $68k | +16% | 348.00 | 194.89 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $68k | 835.00 | 81.17 |
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| Cisco Systems (CSCO) | 0.0 | $67k | +2% | 866.00 | 77.04 |
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| Procter & Gamble Company (PG) | 0.0 | $67k | -7% | 464.00 | 143.32 |
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| Wells Fargo & Company (WFC) | 0.0 | $65k | +5% | 701.00 | 93.16 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $65k | 213.00 | 304.69 |
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| Caterpillar (CAT) | 0.0 | $64k | +31% | 112.00 | 570.75 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $63k | NEW | 440.00 | 143.97 |
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| Nextera Energy (NEE) | 0.0 | $62k | +29% | 767.00 | 80.32 |
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| Verizon Communications (VZ) | 0.0 | $61k | +5% | 1.5k | 40.72 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $61k | -14% | 81.00 | 751.78 |
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| Goldman Sachs (GS) | 0.0 | $61k | +9% | 69.00 | 877.67 |
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| Emerson Electric (EMR) | 0.0 | $59k | 443.00 | 132.65 |
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| 3M Company (MMM) | 0.0 | $57k | 357.00 | 159.94 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $57k | +13% | 1.5k | 38.00 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $55k | -2% | 134.00 | 412.78 |
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| UnitedHealth (UNH) | 0.0 | $53k | 160.00 | 330.95 |
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| Eaton Corp SHS (ETN) | 0.0 | $52k | 164.00 | 318.51 |
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| Capital One Financial (COF) | 0.0 | $51k | +11% | 208.00 | 242.81 |
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| International Business Machines (IBM) | 0.0 | $50k | +5% | 168.00 | 296.39 |
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| Metropcs Communications (TMUS) | 0.0 | $50k | +40% | 244.00 | 203.36 |
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| Micron Technology (MU) | 0.0 | $48k | +20% | 168.00 | 285.98 |
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| Merck & Co (MRK) | 0.0 | $47k | +26% | 444.00 | 106.36 |
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| Illinois Tool Works (ITW) | 0.0 | $46k | 184.00 | 248.34 |
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| Chevron Corporation (CVX) | 0.0 | $44k | -5% | 289.00 | 152.48 |
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| Booking Holdings (BKNG) | 0.0 | $43k | 8.00 | 5361.38 |
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| Analog Devices (ADI) | 0.0 | $43k | 157.00 | 271.52 |
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| Air Products & Chemicals (APD) | 0.0 | $42k | 170.00 | 247.57 |
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| Abbott Laboratories (ABT) | 0.0 | $41k | +2% | 330.00 | 125.38 |
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| Oracle Corporation (ORCL) | 0.0 | $41k | +7% | 212.00 | 194.73 |
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| American Intl Group Com New (AIG) | 0.0 | $41k | +7% | 475.00 | 85.63 |
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| Hartford Financial Services (HIG) | 0.0 | $40k | +11% | 291.00 | 138.34 |
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| Williams Companies (WMB) | 0.0 | $40k | +9% | 661.00 | 60.14 |
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| AFLAC Incorporated (AFL) | 0.0 | $40k | -6% | 359.00 | 110.35 |
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| Qualcomm (QCOM) | 0.0 | $39k | +3% | 227.00 | 171.22 |
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| Applied Materials (AMAT) | 0.0 | $38k | +12% | 148.00 | 257.25 |
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| Manulife Finl Corp (MFC) | 0.0 | $38k | 1.0k | 36.28 |
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| Kroger (KR) | 0.0 | $37k | 593.00 | 62.53 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $37k | 168.00 | 219.79 |
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| Wec Energy Group (WEC) | 0.0 | $36k | 343.00 | 105.46 |
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| American Tower Reit (AMT) | 0.0 | $36k | 200.00 | 177.27 |
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| McKesson Corporation (MCK) | 0.0 | $35k | 43.00 | 822.74 |
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| Linde SHS (LIN) | 0.0 | $35k | 83.00 | 424.23 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $35k | NEW | 433.00 | 80.22 |
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| Fastenal Company (FAST) | 0.0 | $34k | 854.00 | 40.12 |
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| Merit Medical Systems (MMSI) | 0.0 | $34k | 386.00 | 88.14 |
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| Ge Vernova (GEV) | 0.0 | $34k | +333% | 52.00 | 653.58 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $34k | +6% | 337.00 | 99.95 |
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| Chubb (CB) | 0.0 | $33k | +4% | 104.00 | 313.27 |
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| W.W. Grainger (GWW) | 0.0 | $33k | +10% | 32.00 | 1015.00 |
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| Owlet Cl A New (OWLT) | 0.0 | $32k | 2.0k | 16.19 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $32k | 340.00 | 94.16 |
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| General Motors Company (GM) | 0.0 | $32k | +25% | 390.00 | 81.39 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $32k | -11% | 1.1k | 29.89 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $31k | +6% | 267.00 | 115.94 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $31k | -3% | 296.00 | 104.17 |
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| NVR (NVR) | 0.0 | $29k | 4.00 | 7293.00 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $29k | -56% | 236.00 | 123.26 |
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| ConocoPhillips (COP) | 0.0 | $28k | +33% | 301.00 | 93.62 |
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| Coca-Cola Company (KO) | 0.0 | $28k | +7% | 400.00 | 69.96 |
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| Ge Aerospace Com New (GE) | 0.0 | $28k | +11% | 90.00 | 309.02 |
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| Deere & Company (DE) | 0.0 | $28k | +37% | 59.00 | 470.54 |
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| Kla Corp Com New (KLAC) | 0.0 | $27k | +15% | 22.00 | 1218.55 |
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| Blackrock (BLK) | 0.0 | $26k | +4% | 25.00 | 1057.04 |
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| Broadridge Financial Solutions (BR) | 0.0 | $26k | 117.00 | 224.15 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $26k | 1.1k | 24.04 |
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| Citigroup Com New (C) | 0.0 | $26k | -5% | 218.00 | 116.78 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $24k | 742.00 | 32.62 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $24k | 162.00 | 148.69 |
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| Bloom Energy Corp Com Cl A (BE) | 0.0 | $24k | 277.00 | 86.89 |
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| Ameriprise Financial (AMP) | 0.0 | $23k | +20% | 47.00 | 493.04 |
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| Morgan Stanley Com New (MS) | 0.0 | $23k | +15% | 130.00 | 177.15 |
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| Norfolk Southern (NSC) | 0.0 | $23k | +26% | 80.00 | 287.30 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $23k | 846.00 | 26.91 |
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| Boston Scientific Corporation (BSX) | 0.0 | $23k | 237.00 | 95.35 |
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| S&p Global (SPGI) | 0.0 | $22k | +2% | 43.00 | 516.95 |
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| Progressive Corporation (PGR) | 0.0 | $22k | -14% | 97.00 | 227.90 |
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| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.0 | $22k | -4% | 503.00 | 42.66 |
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| eBay (EBAY) | 0.0 | $21k | 244.00 | 87.17 |
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| salesforce (CRM) | 0.0 | $21k | +12% | 79.00 | 266.29 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $21k | -89% | 34.00 | 614.68 |
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| Servicenow (NOW) | 0.0 | $21k | +400% | 135.00 | 153.19 |
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| Amphenol Corp Cl A (APH) | 0.0 | $21k | +2% | 152.00 | 135.39 |
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| Targa Res Corp (TRGP) | 0.0 | $21k | +16% | 111.00 | 184.57 |
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| American Express Company (AXP) | 0.0 | $21k | +41% | 55.00 | 371.95 |
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| Amgen (AMGN) | 0.0 | $20k | +10% | 62.00 | 328.68 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $20k | 243.00 | 83.61 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $20k | -16% | 44.00 | 451.32 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $19k | 126.00 | 154.19 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $19k | 97.00 | 198.55 |
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| Autodesk (ADSK) | 0.0 | $19k | 65.00 | 296.02 |
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| Intuit (INTU) | 0.0 | $19k | -3% | 29.00 | 662.90 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $19k | 421.00 | 44.45 |
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| Bwx Technologies (BWXT) | 0.0 | $19k | 107.00 | 173.33 |
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| MetLife (MET) | 0.0 | $18k | +16% | 233.00 | 79.02 |
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| IDEXX Laboratories (IDXX) | 0.0 | $18k | +3% | 27.00 | 676.56 |
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| Paccar (PCAR) | 0.0 | $18k | +11% | 165.00 | 110.41 |
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| PG&E Corporation (PCG) | 0.0 | $18k | 1.1k | 16.12 |
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| McDonald's Corporation (MCD) | 0.0 | $18k | +7% | 58.00 | 308.03 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $18k | +18% | 64.00 | 278.09 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $17k | -64% | 373.00 | 46.54 |
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| Lowe's Companies (LOW) | 0.0 | $17k | 72.00 | 240.85 |
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| Walt Disney Company (DIS) | 0.0 | $17k | 149.00 | 114.62 |
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| D.R. Horton (DHI) | 0.0 | $17k | +11% | 117.00 | 144.46 |
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| Synchrony Financial (SYF) | 0.0 | $17k | +16% | 201.00 | 83.40 |
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| Pulte (PHM) | 0.0 | $16k | +5% | 139.00 | 117.67 |
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| Steel Dynamics (STLD) | 0.0 | $16k | 96.00 | 169.11 |
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| Tapestry (TPR) | 0.0 | $16k | +10% | 124.00 | 127.64 |
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| Icici Bank Adr (IBN) | 0.0 | $16k | 528.00 | 29.80 |
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| Corning Incorporated (GLW) | 0.0 | $15k | 174.00 | 87.39 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $15k | 189.00 | 78.67 |
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| American Electric Power Company (AEP) | 0.0 | $15k | +5% | 129.00 | 115.05 |
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| PPG Industries (PPG) | 0.0 | $15k | 144.00 | 102.47 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $15k | 575.00 | 25.60 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $14k | -36% | 135.00 | 106.86 |
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| Bristol Myers Squibb (BMY) | 0.0 | $14k | +16% | 265.00 | 53.95 |
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| Ross Stores (ROST) | 0.0 | $14k | +25% | 79.00 | 180.85 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $14k | +8% | 25.00 | 566.36 |
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| Truist Financial Corp equities (TFC) | 0.0 | $14k | +5% | 287.00 | 49.22 |
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| PNC Financial Services (PNC) | 0.0 | $14k | +13% | 68.00 | 207.53 |
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| MercadoLibre (MELI) | 0.0 | $14k | -12% | 7.00 | 2014.29 |
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| Kinross Gold Corp (KGC) | 0.0 | $14k | 496.00 | 28.16 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $14k | +33% | 281.00 | 49.65 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $14k | 35.00 | 396.31 |
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| Cheniere Energy Com New (LNG) | 0.0 | $14k | 70.00 | 195.04 |
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| Sherwin-Williams Company (SHW) | 0.0 | $14k | -2% | 42.00 | 324.29 |
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| Target Corporation (TGT) | 0.0 | $12k | +22% | 126.00 | 98.09 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $12k | 26.00 | 473.31 |
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| Altria (MO) | 0.0 | $12k | 209.00 | 58.72 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $12k | 167.00 | 73.28 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $12k | +8% | 51.00 | 229.02 |
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| Darden Restaurants (DRI) | 0.0 | $12k | -4% | 63.00 | 183.17 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $11k | -44% | 50.00 | 224.68 |
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| Arista Networks Com Shs (ANET) | 0.0 | $11k | +18% | 85.00 | 131.04 |
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| Arch Cap Group Ord (ACGL) | 0.0 | $11k | +38% | 116.00 | 95.92 |
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| Rb Global (RBA) | 0.0 | $11k | 108.00 | 102.87 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $11k | 676.00 | 16.10 |
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| Allstate Corporation (ALL) | 0.0 | $11k | +79% | 52.00 | 209.12 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $11k | 925.00 | 11.73 |
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| Astrazeneca Sponsored Adr | 0.0 | $11k | 117.00 | 91.93 |
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| Prudential Financial (PRU) | 0.0 | $11k | +2% | 95.00 | 112.44 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $11k | 17.00 | 627.18 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $11k | 50.00 | 210.34 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $10k | 46.00 | 226.15 |
|
|
| First American Financial (FAF) | 0.0 | $10k | 167.00 | 61.56 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $10k | +10% | 222.00 | 45.62 |
|
| CSX Corporation (CSX) | 0.0 | $10k | +89% | 279.00 | 36.22 |
|
| Williams-Sonoma (WSM) | 0.0 | $10k | +9% | 57.00 | 177.16 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $10k | 48.00 | 210.23 |
|
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| Vistra Energy (VST) | 0.0 | $9.9k | -3% | 61.00 | 162.26 |
|
| FedEx Corporation (FDX) | 0.0 | $9.9k | +47% | 34.00 | 291.03 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $9.8k | -3% | 28.00 | 350.25 |
|
| Cme (CME) | 0.0 | $9.7k | +33% | 36.00 | 269.61 |
|
| Sun Communities (SUI) | 0.0 | $9.6k | 77.00 | 124.96 |
|
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $9.4k | NEW | 61.00 | 154.80 |
|
| Starbucks Corporation (SBUX) | 0.0 | $9.4k | 111.00 | 84.37 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $9.3k | -35% | 328.00 | 28.50 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $9.3k | +11% | 19.00 | 490.68 |
|
| Cummins (CMI) | 0.0 | $9.3k | +38% | 18.00 | 515.44 |
|
| Paychex (PAYX) | 0.0 | $9.2k | -56% | 82.00 | 112.01 |
|
| Stryker Corporation (SYK) | 0.0 | $9.2k | +420% | 26.00 | 352.38 |
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $9.1k | 285.00 | 32.05 |
|
|
| Nike CL B (NKE) | 0.0 | $9.1k | +16% | 142.00 | 64.08 |
|
| Tyler Technologies (TYL) | 0.0 | $9.1k | 20.00 | 453.95 |
|
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| Monster Beverage Corp (MNST) | 0.0 | $9.0k | 118.00 | 76.68 |
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| Packaging Corporation of America (PKG) | 0.0 | $9.0k | -2% | 44.00 | 205.57 |
|
| Pepsi (PEP) | 0.0 | $9.0k | +14% | 62.00 | 145.68 |
|
| BP Sponsored Adr (BP) | 0.0 | $8.9k | 257.00 | 34.73 |
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| Pure Storage Cl A (PSTG) | 0.0 | $8.8k | NEW | 131.00 | 67.02 |
|
| Xcel Energy (XEL) | 0.0 | $8.7k | +3% | 117.00 | 74.50 |
|
| Fidelity National Information Services (FIS) | 0.0 | $8.7k | 131.00 | 66.21 |
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| EOG Resources (EOG) | 0.0 | $8.4k | +81% | 80.00 | 105.61 |
|
| HEICO Corporation (HEI) | 0.0 | $8.4k | 26.00 | 324.15 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $8.3k | 297.00 | 28.00 |
|
|
| Jabil Circuit (JBL) | 0.0 | $8.3k | +20% | 36.00 | 229.39 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $8.3k | NEW | 101.00 | 81.71 |
|
| Valero Energy Corporation (VLO) | 0.0 | $8.2k | +8% | 50.00 | 163.46 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $7.8k | 220.00 | 35.66 |
|
Past Filings by Valued Wealth Advisors
SEC 13F filings are viewable for Valued Wealth Advisors going back to 2024
- Valued Wealth Advisors 2025 Q4 filed Jan. 30, 2026
- 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