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