Valued Retirements, Inc. Portfolio Holdings

Valued Retirements, Inc.

  • $88.6 Billion
  • Q2 2025

Valued Retirements, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $88.6 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $5.26B, Dimensional ETF Tr with a value of $4.82B, Fidelity High Dividend ETF with a value of $4.55B, Vanguard Index Fds S&P 500 ETF with a value of $4.42B, and Exxon Mobil Corp with a value of $4.22B.

Examining the 13F form we can see an increase of $12.5B in the current position value, from $76.1B to 88.6B.

Valued Retirements, Inc. is based out at Houston, TX

Below you can find more details about Valued Retirements, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $88.6 Billion
ETFs: $62.9 Billion
Technology: $7.59 Billion
Financial Services: $6.06 Billion
Energy: $4.71 Billion
Communication Services: $2.58 Billion
Real Estate: $1.8 Billion
Consumer Cyclical: $1.29 Billion
Basic Materials: $489 Million
Other: $1.18 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $88.6 Billion
  • Prior Value $76.1 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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