Values Added Financial LLC - Portfolio Stock Holdings
Values Added Financial LLC disclosed 152 stock positions in a recent SEC 13F filing. $277,314,906 of stock holdings were filed, with the largest holdings including SPDW, IAGG, and VEA. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $313,672,262 and has 9 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:
152Est. Stock Holding Value:
$277,314,906Top Stock Holdings By Sector
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Portfolio Stock Holdings - Values Added Financial LLC
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% of Portfolio
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