Valued Wealth Advisors LLC Portfolio Holdings

Valued Wealth Advisors LLC

  • $192 Billion
  • Q2 2025

Valued Wealth Advisors LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 620 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $35.3B, Dimensional ETF Tr with a value of $23.9B, Dimensional ETF Tr Short Durat with a value of $23.1B, American Centy ETF Tr Avantis with a value of $22.5B, and American Centy ETF Tr Avantis with a value of $12.3B.

Examining the 13F form we can see an increase of $25.1B in the current position value, from $167B to 192B.

Valued Wealth Advisors LLC is based out at Holladay, UT

Below you can find more details about Valued Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $192 Billion
ETFs: $167 Billion
Technology: $2.87 Billion
Financial Services: $1.41 Billion
Communication Services: $1.17 Billion
Industrials: $1.04 Billion
Consumer Cyclical: $966 Million
Healthcare: $735 Million
Consumer Defensive: $521 Million
Other: $856 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35.3 Billion 18.42% of portfolio
833,680
Q2 2025 Added 7.1%
$0
$23.9 Billion 12.48% of portfolio
692,096
Q2 2025 Reduced 0.39%
$0
$23.1 Billion 12.06% of portfolio
481,515
Q2 2025 Added 11.92%
$0
$22.5 Billion 11.74% of portfolio
247,112
Q2 2025 Added 17.01%
$0
$12.3 Billion 6.41% of portfolio
155,023
Q2 2025 Reduced 1.15%
$0
$11.3 Billion 5.88% of portfolio
164,580
Q2 2025 Added 3.12%
$0
$10.9 Billion 5.69% of portfolio
160,038
Q2 2025 Added 9.04%
$0
$5.8 Billion 3.02% of portfolio
107,434
Q2 2025 Added 37.03%
$0
$5.62 Billion 2.93% of portfolio
156,912
Q2 2025 Reduced 2.36%
$0
$4.45 Billion 2.32% of portfolio
60,105
Q2 2025 Added 10.92%
$0
$3.53 Billion 1.84% of portfolio
79,896
Q2 2025 Added 4.61%
$0
$2.73 Billion 1.42% of portfolio
64,808
Q2 2025 Added 31.11%
$0
$2.58 Billion 1.35% of portfolio
25,609
Q2 2025 Added 36.57%
$0
$2.28 Billion 1.19% of portfolio
69,182
Q2 2025 Added 17.14%
$0
$2.13 Billion 1.11% of portfolio
73,471
Q2 2025 Added 19.29%
$0
$2.08 Billion 1.08% of portfolio
49,133
Q2 2025 Reduced 4.77%
$0
$1.12 Billion 0.58% of portfolio
16,654
Q2 2025 Added 221.13%
$0
$1.03 Billion 0.54% of portfolio
19,803
Q2 2025 Reduced 24.99%
$0
$958 Million 0.5% of portfolio
22,422
Q2 2025 Reduced 0.96%
$0
$813 Million 0.42% of portfolio
19,349
Q2 2025 Reduced 15.28%
$3.91T
$740 Million 0.39% of portfolio
1,489
Q2 2025 Added 1.92%
$0
$684 Million 0.36% of portfolio
22,687
Q2 2025 Added 40.67%
$3.43T
$689 Million 0.36% of portfolio
3,357
Q2 2025 Reduced 7.16%
$0
$684 Million 0.36% of portfolio
23,254
Q2 2025 Added 10.23%
$0
$612 Million 0.32% of portfolio
986
Q2 2025 Reduced 10.93%
$0
$574 Million 0.3% of portfolio
27,149
Q2 2025 Added 30.78%
$0
$478 Million 0.25% of portfolio
10,174
Q2 2025 Reduced 67.05%
$447B
$409 Million 0.21% of portfolio
2,588
Q2 2025 Added 48.39%
$1.72T
$325 Million 0.17% of portfolio
440
Q2 2025 Reduced 8.52%
$0
$327 Million 0.17% of portfolio
3,458
Q2 2025 Added 146.47%
$2.26T
$314 Million 0.16% of portfolio
1,432
Q2 2025 Reduced 3.89%
$0
$291 Million 0.15% of portfolio
4,561
Q2 2025 Reduced 61.64%
$444B
$251 Million 0.13% of portfolio
2,326
Q2 2025 Added 0.52%
$0
$256 Million 0.13% of portfolio
839
Q2 2025 Reduced 0.83%
$0
$210 Million 0.11% of portfolio
1,919
Q2 2025 Added 0.63%
$0
$202 Million 0.11% of portfolio
1,725
Q2 2025 Reduced 0.98%
$0
$187 Million 0.1% of portfolio
338
Q2 2025 Reduced 0.29%
$122B
$186 Million 0.1% of portfolio
675
Q2 2025 Added 4.17%
$855B
$197 Million 0.1% of portfolio
678
Q2 2025 Reduced 9.96%
$1.16T
$196 Million 0.1% of portfolio
1,112
Q2 2025 Added 24.11%
$0
$174 Million 0.09% of portfolio
2,729
Q2 2025 Reduced 1.09%
$429B
$178 Million 0.09% of portfolio
180
Q2 2025 Reduced 2.7%
$1.2T
$168 Million 0.09% of portfolio
946
Q2 2025 Added 48.51%
$524B
$145 Million 0.08% of portfolio
108
Q2 2025 Reduced 8.47%
$196B
$133 Million 0.07% of portfolio
4,607
Q2 2025 Added 4.94%
$125B
$140 Million 0.07% of portfolio
451
Q2 2025 Added 1.81%
$1.01T
$127 Million 0.07% of portfolio
400
Q2 2025 Added 5.54%
$0
$139 Million 0.07% of portfolio
785
Q2 2025 Reduced 1.63%
$611B
$130 Million 0.07% of portfolio
267
Q2 2025 Reduced 5.32%

Summary

  • Portfolio
  • No. of Stocks 620
  • Current Value $192 Billion
  • Prior Value $167 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 183 stocks
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