Valued Wealth Advisors LLC - Portfolio overview

Valued Wealth Advisors LLC has 780 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL ETF TRUST, 17.57%
2. AVUV - AMERICAN CENTY ETF TR, 12.93%
3. DFAI - DIMENSIONAL ETF TRUST, 12.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.