Valued Wealth Advisors
Latest statistics and disclosures from Valued Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAU, AVUV, DFAI, DFSD, AVEM, and represent 59.77% of Valued Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: DFSD, SGOV, DFAI, AVDE, AVDV, HDV, AVRE, MU, DISV, DFAC.
- Started 189 new stock positions in SPCX, AGM, UVE, CCL, VLY, OFG, PLAB, ATKR, OSCR, GIII.
- Reduced shares in these 10 stocks: AVEM, AVSF, AVUV, AVLV, DFAT, SPEM, DFUV, Honeywell International, AAPL, DFAU.
- Sold out of its positions in Air Lease Corp, MO, ARES, AVTR, CTRA, Carnival Corporation, CUK, Dupont De Nemours, FDIS, FSTA.
- Valued Wealth Advisors was a net buyer of stock by $4.5M.
- Valued Wealth Advisors has $275M in assets under management (AUM), dropping by 11.53%.
- Central Index Key (CIK): 0002007175
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Portfolio Holdings for Valued Wealth Advisors
Valued Wealth Advisors holds 913 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Valued Wealth Advisors has 913 total positions. Only the first 250 positions are shown.
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- Download the Valued Wealth Advisors June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 18.0 | $50M | 960k | 51.69 |
|
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 12.9 | $36M | 285k | 124.76 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 12.2 | $34M | +2% | 813k | 41.25 |
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| Dimensional Etf Trust Shor Dur Fix Etf (DFSD) | 10.4 | $29M | +7% | 601k | 47.75 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 6.2 | $17M | -4% | 177k | 96.49 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 6.1 | $17M | -2% | 184k | 91.21 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 6.1 | $17M | 162k | 103.05 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.6 | $7.0M | -4% | 101k | 69.90 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 2.3 | $6.4M | 50k | 128.08 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 2.2 | $6.0M | +2% | 134k | 44.36 |
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| American Centy Etf Tr Real Estate Etf (AVRE) | 1.7 | $4.6M | +3% | 98k | 47.38 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 1.6 | $4.5M | 83k | 54.02 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.6 | $4.3M | +10% | 48k | 89.20 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 1.0 | $2.8M | 68k | 41.82 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.9 | $2.5M | 52k | 48.56 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.8 | $2.2M | -8% | 40k | 55.01 |
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| Ishares Tr Intl Dev Sml Cp (ISVL) | 0.8 | $2.2M | 43k | 50.35 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.8 | $2.1M | +5% | 52k | 40.21 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.8 | $2.1M | 57k | 36.26 |
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| American Centy Etf Tr Avantis Shfxdinc (AVSF) | 0.6 | $1.8M | -28% | 38k | 46.57 |
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| Dimensional Etf Trust Us Small Cap Etf (DFSV) | 0.6 | $1.7M | 45k | 38.79 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.6 | $1.7M | NEW | 17k | 100.67 |
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.5 | $1.3M | 16k | 81.94 |
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| Apple (AAPL) | 0.4 | $1.2M | -6% | 4.2k | 289.34 |
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| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.3 | $851k | -20% | 16k | 51.78 |
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| Amazon (AMZN) | 0.2 | $674k | +7% | 2.8k | 238.34 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $645k | +21% | 861.00 | 748.89 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $559k | -2% | 24k | 23.68 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $553k | -2% | 2.8k | 200.09 |
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| Microsoft Corporation (MSFT) | 0.2 | $545k | +3% | 1.5k | 372.92 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $543k | +22% | 1.5k | 357.37 |
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| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.2 | $531k | -9% | 7.6k | 69.59 |
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| Smartstop Self Storag Reit I Common Stock (SMA) | 0.2 | $516k | 16k | 32.50 |
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| Micron Technology (MU) | 0.2 | $433k | +61% | 375.00 | 1155.25 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $421k | 841.00 | 500.39 |
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| Dimensional Etf Trust Us Larg Valu Etf (DFLV) | 0.1 | $401k | +2% | 10k | 39.54 |
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| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.1 | $385k | 8.7k | 44.03 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $373k | -14% | 2.7k | 136.73 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $358k | 1.0k | 353.24 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $343k | 4.2k | 82.34 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $338k | -4% | 3.1k | 110.17 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $285k | 1.9k | 148.31 |
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| Broadcom (AVGO) | 0.1 | $281k | +5% | 745.00 | 377.75 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $281k | 760.00 | 370.11 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $273k | +6% | 630.00 | 433.78 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $258k | +11% | 787.00 | 327.23 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $234k | +399% | 8.5k | 27.41 |
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| Meta Platforms Cl A (META) | 0.1 | $226k | +9% | 402.00 | 562.82 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $207k | 2.7k | 75.79 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $206k | +262% | 5.1k | 40.13 |
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| Costco Wholesale Corporation (COST) | 0.1 | $205k | 219.00 | 936.51 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $192k | +12% | 883.00 | 217.88 |
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| Johnson & Johnson (JNJ) | 0.1 | $167k | 657.00 | 253.79 |
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| Wal-Mart Stores (WMT) | 0.1 | $163k | -2% | 1.4k | 113.23 |
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| Advanced Micro Devices (AMD) | 0.1 | $163k | 280.00 | 580.91 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $154k | -5% | 1.6k | 96.43 |
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| Eli Lilly & Co. (LLY) | 0.1 | $150k | +11% | 125.00 | 1200.40 |
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| Visa Com Cl A (V) | 0.1 | $150k | -3% | 437.00 | 342.92 |
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| Union Pacific Corporation (UNP) | 0.1 | $142k | -4% | 522.00 | 272.12 |
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| Abbvie (ABBV) | 0.1 | $141k | +14% | 560.00 | 251.46 |
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| Caterpillar (CAT) | 0.1 | $140k | +7% | 132.00 | 1061.80 |
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| Applied Materials (AMAT) | 0.0 | $138k | +17% | 190.00 | 723.51 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $136k | 457.00 | 297.98 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $128k | 676.00 | 189.71 |
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| Travelers Companies (TRV) | 0.0 | $126k | +2% | 381.00 | 330.47 |
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| Home Depot (HD) | 0.0 | $124k | 351.00 | 352.76 |
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| Cisco Systems (CSCO) | 0.0 | $121k | +2% | 1.0k | 117.50 |
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| Kla Corp Com New (KLAC) | 0.0 | $118k | +1300% | 392.00 | 301.76 |
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| Tesla Motors (TSLA) | 0.0 | $113k | +7% | 269.00 | 420.60 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $112k | 1.3k | 87.04 |
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| Bank of America Corporation (BAC) | 0.0 | $107k | +27% | 1.9k | 56.97 |
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| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $106k | +5% | 1.1k | 99.07 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $102k | 213.00 | 478.51 |
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| Merck & Co (MRK) | 0.0 | $95k | +3% | 737.00 | 129.29 |
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| Ge Vernova (GEV) | 0.0 | $92k | +2% | 78.00 | 1175.37 |
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| TJX Companies (TJX) | 0.0 | $91k | -7% | 599.00 | 151.46 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $86k | NEW | 297.00 | 290.69 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $85k | +2% | 231.00 | 366.19 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $84k | NEW | 277.00 | 302.97 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $84k | 440.00 | 190.52 |
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| Waste Management (WM) | 0.0 | $83k | -4% | 373.00 | 222.67 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $83k | 797.00 | 103.88 |
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| Gilead Sciences (GILD) | 0.0 | $82k | -2% | 652.00 | 126.38 |
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| Eaton Corp SHS (ETN) | 0.0 | $80k | +3% | 187.00 | 426.12 |
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| Nextera Energy (NEE) | 0.0 | $77k | -4% | 881.00 | 87.78 |
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| ViaSat (VSAT) | 0.0 | $75k | +51% | 835.00 | 89.81 |
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| Emerson Electric (EMR) | 0.0 | $73k | 508.00 | 143.15 |
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| Wells Fargo & Company (WFC) | 0.0 | $72k | +18% | 872.00 | 82.63 |
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| Netflix (NFLX) | 0.0 | $70k | -32% | 985.00 | 71.40 |
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| Automatic Data Processing (ADP) | 0.0 | $70k | -4% | 311.00 | 225.35 |
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| UnitedHealth (UNH) | 0.0 | $69k | +3% | 165.00 | 415.62 |
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| Procter & Gamble Company (PG) | 0.0 | $69k | -3% | 467.00 | 146.65 |
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| At&t (T) | 0.0 | $65k | -10% | 3.2k | 20.70 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $64k | +565% | 539.00 | 119.41 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $63k | 831.00 | 75.51 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $61k | -32% | 118.00 | 514.15 |
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| 3M Company (MMM) | 0.0 | $60k | 370.00 | 162.01 |
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| Goldman Sachs (GS) | 0.0 | $60k | +31% | 59.00 | 1011.69 |
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| Intel Corporation (INTC) | 0.0 | $59k | +3% | 421.00 | 139.63 |
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| Chevron Corporation (CVX) | 0.0 | $58k | -35% | 347.00 | 165.63 |
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| Analog Devices (ADI) | 0.0 | $57k | 145.00 | 395.86 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $55k | +369% | 629.00 | 87.91 |
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| Air Products & Chemicals (APD) | 0.0 | $54k | +2% | 185.00 | 293.80 |
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| Linde SHS (LIN) | 0.0 | $54k | +3% | 103.00 | 520.79 |
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| Illinois Tool Works (ITW) | 0.0 | $52k | +2% | 192.00 | 271.41 |
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| Williams Companies (WMB) | 0.0 | $52k | -24% | 700.00 | 74.35 |
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| Targa Res Corp (TRGP) | 0.0 | $52k | +9% | 192.00 | 268.79 |
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| Deere & Company (DE) | 0.0 | $50k | +19% | 79.00 | 632.52 |
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| W.W. Grainger (GWW) | 0.0 | $49k | +9% | 36.00 | 1369.44 |
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| Verizon Communications (VZ) | 0.0 | $48k | 1.1k | 42.34 |
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| Bank of New York Mellon Corporation (BNY) | 0.0 | $48k | +6% | 333.00 | 144.71 |
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| International Business Machines (IBM) | 0.0 | $48k | -9% | 171.00 | 281.66 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $48k | NEW | 91.00 | 523.80 |
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| Fastenal Company (FAST) | 0.0 | $46k | 966.00 | 48.04 |
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| Corning Incorporated (GLW) | 0.0 | $45k | +9% | 174.00 | 255.50 |
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| Honeywell International (HON) | 0.0 | $44k | NEW | 195.00 | 224.08 |
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| AFLAC Incorporated (AFL) | 0.0 | $43k | +5% | 370.00 | 117.28 |
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| SM Energy (SM) | 0.0 | $43k | +56% | 1.7k | 26.10 |
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| Oracle Corporation (ORCL) | 0.0 | $43k | +8% | 294.00 | 146.63 |
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| Target Corporation (TGT) | 0.0 | $42k | +9% | 323.00 | 130.58 |
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| Coca-Cola Company (KO) | 0.0 | $42k | +4% | 515.00 | 81.84 |
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| Manulife Finl Corp (MFC) | 0.0 | $42k | 1.0k | 40.51 |
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| Booking Holdings (BKNG) | 0.0 | $42k | +2500% | 234.00 | 178.23 |
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| Honeywell Aerospace (HONA) | 0.0 | $42k | NEW | 188.00 | 221.09 |
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| Amphenol Corp Cl A (APH) | 0.0 | $42k | 235.00 | 176.57 |
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| Bluerock Pvt Real Estate (BPRE) | 0.0 | $40k | 3.1k | 13.01 |
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| Wec Energy Group (WEC) | 0.0 | $40k | 343.00 | 116.77 |
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| Chubb (CB) | 0.0 | $40k | +8% | 117.00 | 341.95 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $39k | 166.00 | 236.62 |
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| Bloom Energy Corp Com Cl A (BE) | 0.0 | $39k | 128.00 | 302.70 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.0 | $38k | 433.00 | 87.88 |
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| Capital One Financial (COF) | 0.0 | $38k | +2% | 189.00 | 200.81 |
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| Qualcomm (QCOM) | 0.0 | $38k | 204.00 | 185.09 |
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| Archrock (AROC) | 0.0 | $37k | +23% | 919.00 | 40.71 |
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| EOG Resources (EOG) | 0.0 | $37k | +5% | 288.00 | 129.64 |
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| Hartford Financial Services (HIG) | 0.0 | $37k | +3% | 279.00 | 133.20 |
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| eBay (EBAY) | 0.0 | $37k | +4% | 332.00 | 111.59 |
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| Cheniere Energy Com New (LNG) | 0.0 | $37k | +10% | 154.00 | 239.59 |
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| ConocoPhillips (COP) | 0.0 | $36k | -41% | 350.00 | 104.05 |
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| McKesson Corporation (MCK) | 0.0 | $36k | +4% | 48.00 | 757.71 |
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| Metropcs Communications (TMUS) | 0.0 | $35k | -9% | 211.00 | 167.91 |
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| Kroger (KR) | 0.0 | $35k | -25% | 631.00 | 55.56 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $34k | 1.1k | 31.10 |
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| Ge Aerospace Com New (GE) | 0.0 | $34k | +4% | 90.00 | 374.38 |
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| Valero Energy Corporation (VLO) | 0.0 | $33k | +9% | 128.00 | 260.96 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $33k | 340.00 | 96.46 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $33k | +97% | 580.00 | 56.16 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $33k | 236.00 | 137.53 |
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| Citigroup Com New (C) | 0.0 | $32k | +11% | 231.00 | 140.05 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $32k | -25% | 345.00 | 92.34 |
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| Blackrock (BLK) | 0.0 | $32k | -2% | 33.00 | 955.24 |
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| Republic Services (RSG) | 0.0 | $31k | +1522% | 146.00 | 213.08 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $31k | 676.00 | 45.12 |
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| American Intl Group Com New (AIG) | 0.0 | $30k | +14% | 408.00 | 74.49 |
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| Murphy Oil Corporation (MUR) | 0.0 | $30k | +22% | 906.00 | 32.58 |
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| General Motors Company (GM) | 0.0 | $29k | +32% | 382.00 | 77.01 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $29k | 860.00 | 33.83 |
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| Amgen (AMGN) | 0.0 | $29k | +3% | 79.00 | 361.53 |
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| Morgan Stanley Com New (MS) | 0.0 | $28k | +40% | 135.00 | 209.16 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $28k | +12% | 89.00 | 317.10 |
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| Merit Medical Systems (MMSI) | 0.0 | $27k | 386.00 | 69.34 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $27k | 162.00 | 164.27 |
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| MetLife (MET) | 0.0 | $27k | +63% | 313.00 | 84.56 |
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| Ross Stores (ROST) | 0.0 | $26k | +16% | 122.00 | 213.31 |
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| Kodiak Gas Svcs (KGS) | 0.0 | $26k | +41% | 346.00 | 75.13 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $26k | +18% | 13.00 | 1989.46 |
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| Materion Corporation (MTRN) | 0.0 | $26k | +26% | 86.00 | 297.40 |
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| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.0 | $26k | +96% | 230.00 | 110.94 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $25k | -49% | 858.00 | 29.43 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $25k | 34.00 | 737.65 |
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| Norfolk Southern (NSC) | 0.0 | $25k | +23% | 79.00 | 314.22 |
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| Alliance Data Systems Corporation (BFH) | 0.0 | $25k | +33% | 229.00 | 108.35 |
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| Steel Dynamics (STLD) | 0.0 | $25k | +5% | 108.00 | 229.40 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $24k | +23% | 32.00 | 763.16 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $24k | -9% | 988.00 | 24.56 |
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| Bwx Technologies (BWXT) | 0.0 | $24k | -18% | 124.00 | 194.88 |
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| CSX Corporation (CSX) | 0.0 | $24k | +23% | 506.00 | 47.53 |
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| S&p Global (SPGI) | 0.0 | $24k | +9% | 59.00 | 404.86 |
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| Progressive Corporation (PGR) | 0.0 | $24k | -52% | 108.00 | 218.59 |
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| American Electric Power Company (AEP) | 0.0 | $23k | 169.00 | 136.75 |
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| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.0 | $23k | 503.00 | 45.32 |
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| Allstate Corporation (ALL) | 0.0 | $23k | +20% | 95.00 | 239.64 |
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| Sandisk Corp (SNDK) | 0.0 | $23k | -28% | 10.00 | 2273.80 |
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| Flex Ord (FLEX) | 0.0 | $23k | +20% | 140.00 | 162.07 |
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| Patterson-UTI Energy (PTEN) | 0.0 | $23k | +18% | 2.5k | 9.18 |
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| Emcor (EME) | 0.0 | $22k | +80% | 27.00 | 830.33 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $22k | +19% | 86.00 | 256.92 |
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| Technipfmc (FTI) | 0.0 | $22k | +19% | 332.00 | 66.30 |
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| Pulte (PHM) | 0.0 | $22k | +11% | 160.00 | 137.47 |
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| Fortinet (FTNT) | 0.0 | $22k | +32% | 143.00 | 153.62 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.0 | $22k | 427.00 | 50.45 |
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| NewMarket Corporation (NEU) | 0.0 | $21k | +80% | 27.00 | 794.04 |
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| American Express Company (AXP) | 0.0 | $21k | +50% | 63.00 | 340.08 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $21k | 97.00 | 220.23 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $21k | NEW | 246.00 | 86.14 |
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| Palo Alto Networks (PANW) | 0.0 | $21k | +19% | 61.00 | 341.03 |
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| McDonald's Corporation (MCD) | 0.0 | $21k | 76.00 | 271.96 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.0 | $21k | 272.00 | 75.64 |
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| Matson (MATX) | 0.0 | $21k | NEW | 107.00 | 192.23 |
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| Paccar (PCAR) | 0.0 | $20k | +7% | 169.00 | 119.83 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $20k | 531.00 | 38.06 |
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| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.0 | $20k | 723.00 | 27.88 |
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| Cummins (CMI) | 0.0 | $20k | +27% | 28.00 | 719.11 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $20k | +13% | 60.00 | 334.83 |
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| Lear Corp Com New (LEA) | 0.0 | $20k | NEW | 149.00 | 134.06 |
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| Carnival Corp Common Shares (CCL) | 0.0 | $20k | NEW | 694.00 | 28.55 |
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| Jabil Circuit (JBL) | 0.0 | $20k | +13% | 51.00 | 387.22 |
|
| PNC Financial Services (PNC) | 0.0 | $20k | +9% | 79.00 | 246.27 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $19k | +32% | 307.00 | 62.91 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $19k | +22% | 113.00 | 169.88 |
|
| International Seaways (INSW) | 0.0 | $19k | +34% | 248.00 | 76.59 |
|
| American Tower Reit (AMT) | 0.0 | $19k | -43% | 114.00 | 165.37 |
|
| Ameriprise Financial (AMP) | 0.0 | $19k | +17% | 40.00 | 462.50 |
|
| Avnet (AVT) | 0.0 | $18k | NEW | 206.00 | 88.82 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $18k | 189.00 | 95.10 |
|
|
| Tapestry (TPR) | 0.0 | $18k | +3% | 121.00 | 146.20 |
|
| PPG Industries (PPG) | 0.0 | $18k | 144.00 | 121.29 |
|
|
| FedEx Corporation (FDX) | 0.0 | $17k | +25% | 55.00 | 315.67 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $17k | +2% | 300.00 | 57.61 |
|
| Cadence Design Systems (CDNS) | 0.0 | $17k | +17% | 46.00 | 375.33 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $17k | 373.00 | 46.15 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $17k | -5% | 35.00 | 491.77 |
|
| Macy's (M) | 0.0 | $17k | +3916% | 723.00 | 23.74 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $17k | -9% | 49.00 | 344.55 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $17k | +14% | 32.00 | 526.47 |
|
| Casey's General Stores (CASY) | 0.0 | $17k | +5% | 21.00 | 797.19 |
|
| Fifth Third Ban (FITB) | 0.0 | $17k | +28% | 295.00 | 56.69 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $17k | 82.00 | 202.44 |
|
|
| Diamondback Energy (FANG) | 0.0 | $17k | +23% | 94.00 | 176.09 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $17k | 101.00 | 163.61 |
|
|
| D.R. Horton (DHI) | 0.0 | $17k | -14% | 101.00 | 163.23 |
|
| Starbucks Corporation (SBUX) | 0.0 | $16k | 160.00 | 102.04 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $16k | 327.00 | 49.78 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $16k | 117.00 | 137.93 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $16k | -42% | 434.00 | 36.15 |
|
| Walt Disney Company (DIS) | 0.0 | $16k | 161.00 | 97.17 |
|
|
| Iridium Communications (IRDM) | 0.0 | $16k | +31% | 285.00 | 54.85 |
|
| Oneok (OKE) | 0.0 | $16k | -3% | 179.00 | 87.10 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $16k | +7% | 30.00 | 515.23 |
|
| Darden Restaurants (DRI) | 0.0 | $15k | +2% | 75.00 | 204.99 |
|
| Western Digital (WDC) | 0.0 | $15k | +26% | 24.00 | 638.75 |
|
| Icici Bank Adr (IBN) | 0.0 | $15k | 528.00 | 29.03 |
|
|
| Cabot Corporation (CBT) | 0.0 | $15k | NEW | 167.00 | 90.82 |
|
| Chord Energy Corporation Com New (CHRD) | 0.0 | $15k | +24% | 132.00 | 114.30 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $15k | 125.00 | 118.54 |
|
|
| Prudential Financial (PRU) | 0.0 | $15k | +23% | 136.00 | 107.82 |
|
| Monster Beverage Corp (MNST) | 0.0 | $15k | +16% | 151.00 | 96.13 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $15k | 15.00 | 965.80 |
|
|
| Stonex Group (SNEX) | 0.0 | $15k | NEW | 122.00 | 118.50 |
|
| First American Financial (FAF) | 0.0 | $14k | +28% | 209.00 | 68.71 |
|
Past Filings by Valued Wealth Advisors
SEC 13F filings are viewable for Valued Wealth Advisors going back to 2024
- Valued Wealth Advisors 2026 Q2 filed July 21, 2026
- Valued Wealth Advisors 2026 Q1 filed April 30, 2026
- 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