Valued Wealth Advisors LLC Portfolio Holdings

Valued Wealth Advisors LLC

  • $216 Billion
  • Q3 2025

Valued Wealth Advisors LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $216 Billion distributed in 627 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $40.7B, Dimensional ETF Tr with a value of $27.1B, American Centy ETF Tr Avantis with a value of $26.8B, Dimensional ETF Tr Short Durat with a value of $25.4B, and American Centy ETF Tr Avantis with a value of $14.2B.

Examining the 13F form we can see an increase of $23.8B in the current position value, from $192B to 216B. Also it can be appreciated an additional of 21 stocks purchases and 1 closed positions.

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 $216 Billion
ETFs: $188 Billion
Technology: $3.2 Billion
Financial Services: $1.47 Billion
Communication Services: $1.29 Billion
Industrials: $1.07 Billion
Consumer Cyclical: $1.07 Billion
Healthcare: $739 Million
Consumer Defensive: $517 Million
Other: $883 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.7 Billion 18.88% of portfolio
889,432
Q3 2025 Added 6.69%
$0
$27.1 Billion 12.56% of portfolio
744,681
Q3 2025 Added 7.6%
$0
$26.8 Billion 12.42% of portfolio
268,986
Q3 2025 Added 8.85%
$0
$25.4 Billion 11.77% of portfolio
526,286
Q3 2025 Added 9.3%
$0
$14.2 Billion 6.59% of portfolio
159,514
Q3 2025 Added 2.9%
$0
$13 Billion 6.04% of portfolio
173,406
Q3 2025 Added 5.36%
$0
$12.6 Billion 5.83% of portfolio
173,765
Q3 2025 Added 8.58%
$0
$6.2 Billion 2.87% of portfolio
106,437
Q3 2025 Reduced 0.93%
$0
$5.99 Billion 2.78% of portfolio
155,401
Q3 2025 Reduced 0.96%
$0
$4.66 Billion 2.16% of portfolio
59,077
Q3 2025 Reduced 1.71%
$0
$3.93 Billion 1.82% of portfolio
88,377
Q3 2025 Added 10.62%
$0
$2.84 Billion 1.32% of portfolio
63,889
Q3 2025 Reduced 1.42%
$0
$2.77 Billion 1.29% of portfolio
25,493
Q3 2025 Reduced 0.45%
$0
$2.42 Billion 1.12% of portfolio
68,148
Q3 2025 Reduced 1.49%
$0
$2.27 Billion 1.05% of portfolio
72,061
Q3 2025 Reduced 1.92%
$0
$2.09 Billion 0.97% of portfolio
46,842
Q3 2025 Reduced 4.66%
$0
$1.2 Billion 0.56% of portfolio
16,617
Q3 2025 Reduced 0.22%
$0
$1.12 Billion 0.52% of portfolio
19,751
Q3 2025 Reduced 0.26%
$0
$1.04 Billion 0.48% of portfolio
22,124
Q3 2025 Reduced 1.33%
$4.32T
$877 Million 0.41% of portfolio
3,442
Q3 2025 Added 2.53%
$0
$872 Million 0.4% of portfolio
19,275
Q3 2025 Reduced 0.38%
$3.96T
$771 Million 0.36% of portfolio
1,489
Q2 2025 Added 1.92%
$0
$757 Million 0.35% of portfolio
22,681
Q3 2025 Reduced 0.03%
$0
$740 Million 0.34% of portfolio
23,256
Q3 2025 Added 0.01%
$0
$660 Million 0.31% of portfolio
986
Q2 2025 Reduced 10.93%
$0
$572 Million 0.27% of portfolio
26,517
Q3 2025 Reduced 2.33%
$477B
$505 Million 0.23% of portfolio
2,706
Q3 2025 Added 4.56%
$0
$474 Million 0.22% of portfolio
10,046
Q3 2025 Reduced 1.26%
$2.31T
$328 Million 0.15% of portfolio
1,496
Q3 2025 Added 4.47%
$0
$323 Million 0.15% of portfolio
3,230
Q3 2025 Reduced 6.59%
$1.65T
$334 Million 0.15% of portfolio
454
Q3 2025 Added 3.18%
$1.5T
$278 Million 0.13% of portfolio
1,145
Q3 2025 Added 2.97%
$0
$287 Million 0.13% of portfolio
4,188
Q3 2025 Reduced 8.18%
$0
$276 Million 0.13% of portfolio
839
Q2 2025 Reduced 0.83%
$483B
$255 Million 0.12% of portfolio
2,258
Q3 2025 Reduced 2.92%
$0
$228 Million 0.11% of portfolio
1,919
Q2 2025 Added 0.63%
$1.64T
$236 Million 0.11% of portfolio
968
Q3 2025 Added 2.33%
$147B
$221 Million 0.1% of portfolio
669
Q3 2025 Reduced 0.89%
$0
$209 Million 0.1% of portfolio
1,709
Q3 2025 Reduced 0.93%
$892B
$220 Million 0.1% of portfolio
699
Q3 2025 Added 3.1%
$0
$203 Million 0.09% of portfolio
338
Q2 2025 Reduced 0.29%
$0
$186 Million 0.09% of portfolio
2,729
Q2 2025 Reduced 1.09%
$1.43T
$180 Million 0.08% of portfolio
405
Q3 2025 Added 1.25%
$412B
$172 Million 0.08% of portfolio
186
Q3 2025 Added 3.33%
$0
$143 Million 0.07% of portfolio
1,563
Q3 2025 Reduced 2.43%
$0
$147 Million 0.07% of portfolio
785
Q2 2025 Reduced 1.63%
$182B
$131 Million 0.06% of portfolio
4,638
Q3 2025 Added 0.67%
$487B
$132 Million 0.06% of portfolio
110
Q3 2025 Added 1.85%
$284B
$129 Million 0.06% of portfolio
1,255
Q3 2025 Added 1.54%

Summary

  • Portfolio
  • No. of Stocks 627
  • Current Value $216 Billion
  • Prior Value $192 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 21 stocks
  • Additional Purchases 160 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 110 stocks
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