Values Added Financial LLC
All 13F Filings
- Location
- Washington, DC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 236,873
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/16/2026 | 135 | 236,873 | 13F-HR | Values Added Financial LLC |
| Q3 2025 | 10/31/2025 | 129 | 224,857 | 13F-HR | Values Added Financial LLC |
| Q2 2025 | 7/23/2025 | 121 | 206,257 | 13F-HR | Values Added Financial LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 166.6 K | 70.3% | 0 | 649 | -649 |
| ETFs | 69.64 K | 29.4% | 12.43 K | 0 | 12.43 K |
| Debt | 641 | 0.3% | 245 | 0 | 245 |
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Fund Snapshot
Q4 2025
Latest filed
1/16/2026
Total value ($000)
236,873
Holdings
135
QoQ value change ($000)
12,016
(5.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.