Institutions / Values Added Financial LLC
Values Added Financial LLC
CIK 1973921 · Institution · as of Dec 31, 2025
Portfolio value
$236.87M
Positions
135
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 135 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Index Shs Fds | $17.70M | 7.5% |
| Vanguard Tax-Managed Fds | $12.05M | 5.1% |
| Vanguard Bd Index Fds | $11.54M | 4.9% |
| iShares Tr | $9.88M | 4.2% |
| Vanguard Charlotte Fds | $9.58M | 4.0% |
| Apple Inc. | $8.40M | 3.5% |
| SPDR Index Shs Fds | $8.19M | 3.5% |
| SPDR Series Trust | $7.97M | 3.4% |
| SPDR Series Trust | $7.64M | 3.2% |
| iShares MSCI UAE ETF | $7.21M | 3.0% |
| Tcw ETF Trust | $6.95M | 2.9% |
| SPDR Series Trust | $5.69M | 2.4% |
| Schwab Strategic Tr | $4.80M | 2.0% |
| Vanguard Index Fds | $4.52M | 1.9% |
| Schwab Strategic Tr | $4.24M | 1.8% |
| Microsoft Corp | $4.18M | 1.8% |
| Vanguard Intl Equity Index F | $3.99M | 1.7% |
| Vanguard Intl Equity Index F | $3.87M | 1.6% |
| Alphabet Inc. | $3.77M | 1.6% |
| iShares Tr | $3.73M | 1.6% |
| Vanguard Index Fds | $3.44M | 1.5% |
| Vanguard Mun Bd Fds | $3.30M | 1.4% |
| Alphabet Inc. | $3.18M | 1.3% |
| SPDR Index Shs Fds | $3.12M | 1.3% |
| Vanguard Index Fds | $3.08M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.