Valued Wealth Advisors 13F Portfolio Q4 2025

Valued Wealth Advisors LLC (CIK: 0002007175) is a financial institution headquartered at 3115 East Lion Lane, Suite 160, , Holladay, Utah 84121. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $227,393,793, comprising 643 distinct securities. Over its filing history, it has submitted 9 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q4 2025

1. AVUV Avantis U.S. Small Cap Value ETF

+$1.11 M

2. DFSD Dimensional Short-Duration Fixed Income ETF

+$966,144.25

3. DFAI Dimensional International Core Equity Market ETF

+$957,589.55

4. DFAU Dimensional US Core Equity Market ETF

+$592,160.05

5. SMA SmartStop Self Storage REIT, Inc.

+$514,503

Top Sells

Q4 2025

1. QQQ Invesco QQQ Trust Series I

−$186,861.65

2. IVV iShares Core S&P 500 ETF

−$177,399.68

3. DFAT Dimensional U.S. Targeted Value ETF

−$137,120.55

4. AVDE Avantis International Equity ETF

−$96,889.99

5. XSVM Invesco S&P SmallCap Value with Momentum ETF

−$50,853.91

Stocks/ETFs

+5.94%

$227.39 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

-99.53%

$4,205 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Dimensional US Core Equity Market ETF ETF-DFAU	902,085	$42.22 M	18.57%	▲ 12,653	Add 1.4%
Dimensional International Core Equity Market ETF ETF-DFAI	769,808	$29.34 M	12.90%	▲ 25,127	Add 3.4%
Avantis U.S. Small Cap Value ETF ETF-AVUV	279,903	$28.54 M	12.55%	▲ 10,917	Add 4.1%
Dimensional Short-Duration Fixed Income ETF ETF-DFSD	546,435	$26.2 M	11.52%	▲ 20,149	Add 3.8%
Avantis International Small Cap Value ETF ETF-AVDV	162,690	$15.29 M	6.72%	▲ 3,176	Add 2.0%
Avantis Emerging Markets Equity ETF ETF-AVEM	176,373	$13.58 M	5.97%	▲ 2,967	Add 1.7%
Avantis U.S. Large Cap Value ETF ETF-AVLV	178,244	$13.51 M	5.94%	▲ 4,479	Add 2.6%
Dimensional U.S. Targeted Value ETF ETF-DFAT	104,134	$6.2 M	2.73%	▼ 2,303	Reduce -2.2%
Dimensional U.S. Core Equity 2 ETF ETF-DFAC	154,748	$6.13 M	2.69%	▼ 653	Reduce -0.4%
Avantis International Equity ETF ETF-AVDE	57,900	$4.77 M	2.10%	▼ 1,177	Reduce -2.0%

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Valued Wealth Advisors LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Valued Wealth Advisors LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 9 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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CALL PUT

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Valued Wealth Advisors LLC Quarterly 13F Statistics

Discover detailed insights into Valued Wealth Advisors LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Valued Wealth Advisors LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Valued Wealth Advisors LLC. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Valued Wealth Advisors LLC 13F Filings, Portfolio & Analysis

Valued Wealth Advisors LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Valued Wealth Advisors LLC's Portfolio

Valued Wealth Advisors LLC Quarterly 13F Statistics

Valued Wealth Advisors LLC's All 13F Filings