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Valued Wealth Advisors - Q4 2025 13F Filings

VA

Valued Wealth Advisors LLC

CIK: 0002007175
Address: Utah Holladay 3115 East Lion Lane, Suite 160
$227.39 M
Portfolio Value
643
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 01/30/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

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

Asset Allocation

Stocks/ETFs
+5.94%
$227.39 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
-99.53%
$4,205 0.00%

Sector Allocation (Stocks)

Valued Wealth Advisors Q4 2025 Filing Summary

Valued Wealth Advisors LLC filed its 13F report for Q4 2025 on January 30, 2026. The portfolio totaled 227.39 M reflecting a +5.50% change from the prior quarter, spanning 643 assets. The top 10 holdings comprised 81.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 28 new positions and 14 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Valued Wealth Advisors’s Q4 2025 Filing

Valued Wealth Advisors submitted their Form 13F-HR for the Q4 2025 period on 01/30/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Valued Wealth Advisors reported a managed portfolio value of 227.39 M, consisting of 643 individual positions.

This page displays the raw filing documents. To see which stocks Valued Wealth Advisors bought or sold during Q4 2025, please visit Valued Wealth Advisors's Portfolio Analysis page.