Valued Wealth Advisors LLC has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $227 Billion distributed in 643 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $42.2B, Dimensional ETF Tr with a value of $29.3B, American Centy ETF Tr Avantis with a value of $28.5B, Dimensional ETF Tr Short Durat with a value of $26.2B, and American Centy ETF Tr Avantis with a value of $15.3B.
Examining the 13F form we can see an increase of $11.9B in the current position value, from $216B to 227B.
Valued Wealth Advisors LLC is based out at Holladay, UT
Below you can find more details about Valued Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$227 Billion
ETFs: $196 Billion
Technology: $3.81 Billion
Financial Services: $2.06 Billion
Communication Services: $1.44 Billion
Consumer Cyclical: $1.21 Billion
Industrials: $1.1 Billion
Healthcare: $867 Million
Energy: $545 Million
Other: $911 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
