Valued Retirements, Inc.
Valued Retirements, Inc. reported 101 positions worth $111.4M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: QQQ (5.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $6.6M | 5.93% | 8,973 | — | — | |
| ▸ 2 | VOO | SH | $6.0M | 5.37% | 8,708 | — | — | |
| ▸ 3 | DFIV | SH | $5.9M | 5.31% | 109,448 | — | — | |
| ▸ 4 | FDVV | SH | $5.4M | 4.86% | 89,794 | — | — | |
| ▸ 5 | EXMOC | SH | $5.3M | 4.74% | 38,638 | — | — | |
| ▸ 6 | VLUE | SH | $5.0M | 4.46% | 24,858 | — | — | |
| ▸ 7 | PHYS | SH | $4.5M | 4.00% | 147,619 | — | — | |
| ▸ 8 | AAPL | SH | $4.1M | 3.66% | 14,067 | — | — | |
| ▸ 9 | RWJ | SH | $3.5M | 3.11% | 58,175 | — | — | |
| ▸ 10 | IWY | SH | $3.2M | 2.88% | 11,019 | — | — |
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Frequently Asked Questions
What stocks does Valued Retirements, Inc. hold as of Q2 2026?
Valued Retirements, Inc. reported 101 positions worth $111.4M in its Q2 2026 13F filing. Largest positions: QQQ (5.9%), VOO (5.4%), DFIV (5.3%), FDVV (4.9%) and EXMOC (4.7%).
What did Valued Retirements, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Valued Retirements, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.