Valued Wealth Advisors LLC - Portfolio Stock Holdings
Valued Wealth Advisors LLC disclosed 928 stock positions in a recent SEC 13F filing. $275,155,523 of stock holdings were filed, with the largest holdings including DFAU, AVUV, and DFAI. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $369,719,795 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
928Est. Stock Holding Value:
$275,155,523Top Stock Holdings By Sector
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Portfolio Stock Holdings - Valued Wealth Advisors LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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