Valued Wealth Advisors LLC
All 13F Filings
- Location
- Holladay, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 275,190
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 913 | 275,190 | 13F-HR | Valued Wealth Advisors LLC |
| Q1 2026 | 4/30/2026 | 751 | 246,745 | 13F-HR | Valued Wealth Advisors LLC |
| Q4 2025 | 1/30/2026 | 643 | 227,394 | 13F-HR | Valued Wealth Advisors LLC |
| Q3 2025 | 10/29/2025 | 627 | 215,540 | 13F-HR | Valued Wealth Advisors LLC |
| Q2 2025 | 8/6/2025 | 620 | 191,727 | 13F-HR | Valued Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.85 K | 6.1% | 2.573 K | 0 | 2.573 K |
| ETFs | 258.3 K | 93.9% | 25.88 K | 0 | 25.88 K |
| Debt | 2 | 0.0% | 0 | 0 | 0 |
| Other | 7 | 0.0% | 4 | 0 | 4 |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
275,190
Holdings
913
QoQ value change ($000)
28,445
(11.5%)
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.