Valued Wealth Advisors LLC: 13F holdings
CIK 20071752026Q2
| Positions | 913 |
|---|
| Reported value | $275.2m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 913 (+162 vs prior quarter) |
|---|
| Reported value | $275.2m (+11.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PAVE DIMENSIONAL ETF TRUST | 959,941 | $49.6m | 18.0% |
| AVUV AMERICAN CENTY ETF TR | 284,951 | $35.6m | 12.9% |
| DFAI DIMENSIONAL ETF TRUST | 813,233 | $33.5m | 12.2% |
| DFSD DIMENSIONAL ETF TRUST | 601,233 | $28.7m | 10.4% |
| AVEM AMERICAN CENTY ETF TR | 176,723 | $17.1m | 6.2% |
| AVLV AMERICAN CENTY ETF TR | 183,729 | $16.8m | 6.1% |
| AVDV AMERICAN CENTY ETF TR | 162,263 | $16.7m | 6.1% |
| DIMENSIONAL ETF TRUST | 100,807 | $7.0m | 2.6% |
| AVUS AMERICAN CENTY ETF TR | 50,270 | $6.4m | 2.3% |
| DIMENSIONAL ETF TRUST | 134,138 | $6.0m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2007175")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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