Values Added Financial LLC: 13F holdings
CIK 19739212026Q2
| Positions | 147 |
|---|
| Reported value | $276.9m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 147 (+13 vs prior quarter) |
|---|
| Reported value | $276.9m (+16.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EWU SPDR INDEX SHS FDS | 461,569 | $23.3m | 8.4% |
| IAGG ISHARES TR | 396,650 | $20.1m | 7.2% |
| VEA VANGUARD TAX-MANAGED FDS | 181,468 | $12.9m | 4.7% |
| BND VANGUARD BD INDEX FDS | 168,548 | $12.4m | 4.5% |
| AAPL APPLE INC | 35,183 | $10.2m | 3.7% |
| SPEM SPDR INDEX SHS FDS | 190,398 | $9.9m | 3.6% |
| DMXF ISHARES TR | 107,954 | $9.1m | 3.3% |
| SPYM SPDR SERIES TRUST | 100,964 | $8.9m | 3.2% |
| SPAB SPDR SERIES TRUST | 311,768 | $8.0m | 2.9% |
| SPYM TCW ETF TRUST | 85,748 | $7.6m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1973921")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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