Values Added Financial LLC
Values Added Financial LLC reported 147 positions worth $276.9M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: SPDW (8.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPDW | SH | $23.3M | 8.40% | 461,569 | — | — | |
| ▸ 2 | IAGG | SH | $20.1M | 7.25% | 396,650 | — | — | |
| ▸ 3 | VEA | SH | $12.9M | 4.67% | 181,468 | — | — | |
| ▸ 4 | BND | SH | $12.4M | 4.47% | 168,548 | — | — | |
| ▸ 5 | AAPL | SH | $10.2M | 3.68% | 35,183 | — | — | |
| ▸ 6 | SPEM | SH | $9.9M | 3.56% | 190,398 | — | — | |
| ▸ 7 | DMXF | SH | $9.1M | 3.30% | 107,954 | — | — | |
| ▸ 8 | SPYM | SH | $8.9M | 3.20% | 100,964 | — | — | |
| ▸ 9 | SPAB | SH | $8.0M | 2.87% | 311,768 | — | — | |
| ▸ 10 | VOTE | SH | $7.6M | 2.73% | 85,748 | — | — |
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Frequently Asked Questions
What stocks does Values Added Financial LLC hold as of Q2 2026?
Values Added Financial LLC reported 147 positions worth $276.9M in its Q2 2026 13F filing. Largest positions: SPDW (8.4%), IAGG (7.2%), VEA (4.7%), BND (4.5%) and AAPL (3.7%).
What did Values Added Financial LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Values Added Financial 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.