Valued Retirements, Inc.
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 111,352
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 8/13/2026 | 101 | 111,352 | 13F-HR | Valued Retirements, Inc. |
| Q1 2026 | 5/13/2026 | 90 | 102,317 | 13F-HR | Valued Retirements, Inc. |
| Q4 2025 | 2/9/2026 | 92 | 102,275 | 13F-HR | Valued Retirements, Inc. |
| Q3 2025 | 10/15/2025 | 89 | 88,593 | 13F-HR | Valued Retirements, Inc. |
| Q2 2025 | 8/13/2025 | 89 | 88,593 | 13F-HR | Valued Retirements, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 37.62 K | 33.8% | 501 | 0 | 501 |
| ETFs | 73.74 K | 66.2% | 8.539 K | 0 | 8.539 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
111,352
Holdings
101
QoQ value change ($000)
9,035
(8.8%)
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.