TraderTrends
Manager Profile

Valued Wealth Advisors LLC

Diversified · Financial Services 78%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

HOLLADAY, UT

Portfolio Value

$275.2M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

DIMENSIONAL ETF TRUST

Latest disclosed holding

Top 4

25434V104 025072877 25434V203 25434V864 025072604

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
77.7%
Industrials
13.6%
Technology
1.9%
Utilities
1.3%
Healthcare
1%
Communication Services
0.6%
Consumer Cyclical
0.6%
Real Estate
0.5%
Consumer Defensive
0.2%
Energy
0.2%
Basic Materials
0.1%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
DIMENSIONAL ETF TRUST

Shares: 959.9K

49.6M

Position Value
2
AMERICAN CENTY ETF TR

Shares: 285K

35.6M

Position Value
3
DIMENSIONAL ETF TRUST

Shares: 813.2K

33.5M

Position Value
4
DIMENSIONAL ETF TRUST

Shares: 601.2K

28.7M

Position Value
5
AMERICAN CENTY ETF TR

Shares: 176.7K

17.1M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID