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 (2026-03-31), the institution manages a portfolio valued at $246.74 M, comprising 751 distinct securities. Over its filing history, it has submitted 10 Form 13F reports.

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

Q1 2026 — Top-10 concentration: 79.4%. Quarterly turnover: 2.3%. ▲ 128 new, +281 added, −109 reduced, ×20 exited.

Top Buys

Q1 2026

1. AVUS Avantis Us Equity Etf

+$2.7 M

2. DFAU Dimensional Us Core Equity Market Etf

+$2.67 M

3. DFIV Dimensional International Value Etf

+$2.48 M

4. AVSF Avantis Short-Term Fixed Income Etf

+$2.03 M

5. SCHE Schwab Emerging Markets Equity Etf

+$1.14 M

Top Sells

Q1 2026

1. AVDE Avantis International Equity Etf

−$1.22 M

2. DFAC Dimensional Us Core Equity 2 Etf

−$912,663.93

3. DFAE Dimensional Emerging Core Equity Market Etf

−$778,852.53

4. XSVM Invesco S&P Smallcap Value With Momentum Etf

−$629,975.67

5. FNDC Schwab Fundamental International Small Equity Etf

−$555,205.42

Stocks/ETFs

+8.51%

$246.74 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

+24.30%

$5,227 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Dimensional Us Core Equity Market Etf ETF-DFAU	961,297	$43.37 M	17.58%	▲ 59,212	Add 6.6%
Avantis Us Small Cap Value Etf ETF-AVUV	288,962	$31.92 M	12.94%	▲ 9,059	Add 3.2%
Dimensional International Core Equity Market Etf ETF-DFAI	790,903	$30.81 M	12.49%	▲ 21,095	Add 2.7%
Dimensional Short-Duration Fixed Income Etf ETF-DFSD	557,734	$26.7 M	10.82%	▲ 11,299	Add 2.1%
Avantis International Small Cap Value Etf ETF-AVDV	159,820	$15.96 M	6.47%	▼ 2,870	Reduce -1.8%
Avantis Us Large Cap Value Etf ETF-AVLV	187,555	$15.12 M	6.13%	▲ 9,311	Add 5.2%
Avantis Emerging Markets Equity Etf ETF-AVEM	184,315	$14.85 M	6.02%	▲ 7,942	Add 4.5%
Dimensional Us Targeted Value Etf ETF-DFAT	105,387	$6.58 M	2.67%	▲ 1,253	Add 1.2%
Avantis Us Equity Etf ETF-AVUS	49,511	$5.5 M	2.23%	▲ 24,312	Add 96.5%
Dimensional Us Core Equity 2 Etf ETF-DFAC	131,262	$5.1 M	2.07%	▼ 23,486	Reduce -15.2%

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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 10 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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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.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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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.

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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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Valued Wealth Advisors LLC 13F Filings, Portfolio & Analysis

Valued Wealth Advisors LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q1 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Historical Portfolio Charts

Valued Wealth Advisors LLC's Portfolio

Valued Wealth Advisors LLC Quarterly 13F Statistics

Valued Wealth Advisors LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)