§ 13F · FUND PROFILE
Valued Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $216M (13F)Positions · 627Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 961K | $43M | 17.6% | +7% |
| 2 | AVUV | AMERICAN CENTY ETF TR | 289K | $32M | 12.9% | +3% |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 791K | $31M | 12.5% | +3% |
| 4 | DFSD | DIMENSIONAL ETF TRUST | 558K | $27M | 10.8% | +2% |
| 5 | AVDV | AMERICAN CENTY ETF TR | 160K | $16M | 6.5% | −2% |
| 6 | AVLV | AMERICAN CENTY ETF TR | 188K | $15M | 6.1% | +5% |
| 7 | AVEM | AMERICAN CENTY ETF TR | 184K | $15M | 6.0% | +5% |
| 8 | DFAT | DIMENSIONAL ETF TRUST | 105K | $7M | 2.7% | +1% |
| 9 | AVUS | AMERICAN CENTY ETF TR | 50K | $6M | 2.2% | +96% |
| 10 | DFAC | DIMENSIONAL ETF TRUST | 131K | $5M | 2.1% | −15% |
§ 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 $216 million in assets. The fund runs a broad portfolio of 627 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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