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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$740 Million 0.39% of portfolio
1,489
Q2 2025 Added 1.92%
$3.69T
$689 Million 0.36% of portfolio
3,357
Q2 2025 Reduced 7.16%
$456B
$409 Million 0.21% of portfolio
2,588
Q2 2025 Added 48.39%
$1.78T
$325 Million 0.17% of portfolio
440
Q2 2025 Reduced 8.52%
$2.26T
$314 Million 0.16% of portfolio
1,432
Q2 2025 Reduced 3.89%
$442B
$251 Million 0.13% of portfolio
2,326
Q2 2025 Added 0.52%
$127B
$186 Million 0.1% of portfolio
675
Q2 2025 Added 4.17%
$859B
$197 Million 0.1% of portfolio
678
Q2 2025 Reduced 9.96%
$1.21T
$196 Million 0.1% of portfolio
1,112
Q2 2025 Added 24.11%
$439B
$178 Million 0.09% of portfolio
180
Q2 2025 Reduced 2.7%
$1.24T
$168 Million 0.09% of portfolio
946
Q2 2025 Added 48.51%
$545B
$145 Million 0.08% of portfolio
108
Q2 2025 Reduced 8.47%
$203B
$133 Million 0.07% of portfolio
4,607
Q2 2025 Added 4.94%
$124B
$140 Million 0.07% of portfolio
451
Q2 2025 Added 1.81%
$1.08T
$127 Million 0.07% of portfolio
400
Q2 2025 Added 5.54%
$621B
$130 Million 0.07% of portfolio
267
Q2 2025 Reduced 5.32%
$551B
$124 Million 0.06% of portfolio
348
Q2 2025 Added 2.96%
$281B
$121 Million 0.06% of portfolio
1,236
Q2 2025 Reduced 1.9%
$61.9B
$89.9 Million 0.05% of portfolio
336
Q2 2025 Reduced 2.33%
$608B
$93.7 Million 0.05% of portfolio
120
Q2 2025 Reduced 11.11%
$368B
$91.3 Million 0.05% of portfolio
573
Q2 2025 Reduced 7.73%
$229B
$95.8 Million 0.05% of portfolio
656
Q2 2025 Added 1.55%
$177B
$99.1 Million 0.05% of portfolio
477
Q2 2025 Reduced 1.85%
$351B
$103 Million 0.05% of portfolio
554
Q2 2025 Added 3.36%
$182B
$74.7 Million 0.04% of portfolio
1,726
Q2 2025 Added 0.76%
$452B
$82.6 Million 0.04% of portfolio
541
Q2 2025 Reduced 21.25%
$146B
$69.8 Million 0.04% of portfolio
300
Q2 2025 Reduced 5.66%
$95.6B
$83.1 Million 0.04% of portfolio
363
Q2 2025 Added 2.54%
-
$79.4 Million 0.04% of portfolio
-
Q2 2025 Added 12.89%
$229B
$56.3 Million 0.03% of portfolio
414
Q2 2025 Added 6.7%
$210B
$48.2 Million 0.03% of portfolio
164
Q2 2025 Added 1.23%
$78.6B
$59.3 Million 0.03% of portfolio
445
Q2 2025 Added 0.45%
$245B
$50.2 Million 0.03% of portfolio
161
Q2 2025 Reduced 4.17%
$135B
$65.6 Million 0.03% of portfolio
285
Q2 2025 Reduced 34.18%
$87.3B
$53.7 Million 0.03% of portfolio
353
Q1 2025 Added 0.57%
$65.4B
$51.3 Million 0.03% of portfolio
487
Q2 2025 Reduced 1.62%
$381B
$63.2 Million 0.03% of portfolio
1,336
Q2 2025 Added 135.21%
$150B
$66.8 Million 0.03% of portfolio
603
Q2 2025 Added 5.6%
$155B
$57.5 Million 0.03% of portfolio
466
Q2 2025 Reduced 9.16%
$548B
$64.7 Million 0.03% of portfolio
115
Q2 2025 Reduced 1.71%
$1.27T
$48.4 Million 0.03% of portfolio
213
Q4 2024 Reduced 0.93%
$302B
$51.5 Million 0.03% of portfolio
643
Q2 2025 Reduced 19.22%
$64.2B
$49.4 Million 0.03% of portfolio
175
Q2 2025 Reduced 16.67%
$145B
$58.5 Million 0.03% of portfolio
164
Q4 2024 Reduced 2.96%
$293B
$61.6 Million 0.03% of portfolio
888
Q2 2025 Added 5.59%
$83.2B
$38 Million 0.02% of portfolio
179
Q2 2025 Added 120.99%
$684B
$42.7 Million 0.02% of portfolio
195
Q2 2025 Reduced 6.7%
$314B
$43.1 Million 0.02% of portfolio
181
Q2 2025 Reduced 3.72%
$112B
$33.3 Million 0.02% of portfolio
115
Q2 2025 Added 0.88%

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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