§ 13F · FUND PROFILE
Valued Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $191.7T (13F)Positions · 620Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$688.8B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 902K | $42.2T | 18.6% | +1% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 770K | $29.3T | 12.9% | +3% |
| 3 | AVUV | AMERICAN CENTY ETF TR | 280K | $28.5T | 12.6% | +4% |
| 4 | DFSD | DIMENSIONAL ETF TRUST | 546K | $26.2T | 11.5% | +4% |
| 5 | AVDV | AMERICAN CENTY ETF TR | 163K | $15.3T | 6.7% | +2% |
| 6 | AVEM | AMERICAN CENTY ETF TR | 176K | $13.6T | 6.0% | +2% |
| 7 | AVLV | AMERICAN CENTY ETF TR | 178K | $13.5T | 5.9% | +3% |
| 8 | DFAT | DIMENSIONAL ETF TRUST | 104K | $6.2T | 2.7% | −2% |
| 9 | DFAC | DIMENSIONAL ETF TRUST | 155K | $6.1T | 2.7% | ±0% |
| 10 | AVDE | AMERICAN CENTY ETF TR | 58K | $4.8T | 2.1% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VALUED SIGNAL
AC read
Valued Wealth Advisors LLC is a Other fund managing $191727.2 trillion in assets. The fund runs a broad portfolio of 620 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed