Institutions / Valued Wealth Advisors LLC

Valued Wealth Advisors LLC

CIK 2007175 · Institution · as of Dec 31, 2025

Portfolio value

$227.39M

Positions

643

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 643 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$42.22M	902,085	18.6%
Dimensional ETF Trust	—	$29.34M	769,808	12.9%
American Centy ETF Tr	—	$28.54M	279,903	12.6%
Dimensional ETF Trust	—	$26.20M	546,435	11.5%
American Centy ETF Tr	—	$15.29M	162,690	6.7%
American Centy ETF Tr	—	$13.58M	176,373	6.0%
American Centy ETF Tr	—	$13.51M	178,244	5.9%
Dimensional ETF Trust	—	$6.20M	104,134	2.7%
Dimensional ETF Trust	—	$6.13M	154,748	2.7%
American Centy ETF Tr	—	$4.77M	57,900	2.1%
American Centy ETF Tr	—	$4.07M	93,514	1.8%
Schwab Strategic Tr	—	$2.87M	64,419	1.3%
American Centy ETF Tr	—	$2.82M	25,199	1.2%
iShares MSCI UAE ETF	—	$2.61M	68,537	1.1%
Dimensional ETF Trust	—	$2.34M	71,968	1.0%
Dimensional ETF Trust	—	$2.15M	46,115	0.9%
Dimensional ETF Trust	—	$1.78M	35,605	0.8%
Apple Inc.	—	$1.29M	4,735	0.6%
Dimensional ETF Trust	—	$1.21M	16,260	0.5%
Invesco Exchange Traded Fd T	—	$1.08M	18,861	0.5%
SPDR Index Shs Fds	—	$1.01M	21,650	0.4%
iShares Tr	—	$917.5K	19,284	0.4%
Dimensional ETF Trust	—	$775.0K	23,563	0.3%
Microsoft Corp	—	$766.1K	1,584	0.3%
Schwab Strategic Tr	—	$751.4K	22,945	0.3%

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.