Valued Wealth Advisors LLC
Valued Wealth Advisors LLC reported 913 positions worth $275.2M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: DFAU (18.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAU | SH | $49.6M | 18.03% | 959,941 | — | — | |
| ▸ 2 | AVUV | SH | $35.6M | 12.92% | 284,951 | — | — | |
| ▸ 3 | DFAI | SH | $33.5M | 12.19% | 813,233 | — | — | |
| ▸ 4 | DFSD | SH | $28.7M | 10.43% | 601,233 | — | — | |
| ▸ 5 | AVEM | SH | $17.1M | 6.20% | 176,723 | — | — | |
| ▸ 6 | AVLV | SH | $16.8M | 6.09% | 183,729 | — | — | |
| ▸ 7 | AVDV | SH | $16.7M | 6.08% | 162,263 | — | — | |
| ▸ 8 | DFAT | SH | $7.0M | 2.56% | 100,807 | — | — | |
| ▸ 9 | AVUS | SH | $6.4M | 2.34% | 50,270 | — | — | |
| ▸ 10 | DFAC | SH | $6.0M | 2.16% | 134,138 | — | — |
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Frequently Asked Questions
What stocks does Valued Wealth Advisors LLC hold as of Q2 2026?
Valued Wealth Advisors LLC reported 913 positions worth $275.2M in its Q2 2026 13F filing. Largest positions: DFAU (18.0%), AVUV (12.9%), DFAI (12.2%), DFSD (10.4%) and AVEM (6.2%).
What did Valued Wealth Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Valued Wealth Advisors LLC 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.