Values Added Financial LLC - Portfolio overview

Values Added Financial LLC has 142 reported holdings in this dataset, with the latest filing dated 2026-04-20.

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. SPDW - SPDR INDEX SHS FDS, 7.92%
2. IAGG - ISHARES TR, 6.70%
3. VEA - VANGUARD TAX-MANAGED FDS, 4.74%

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

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