DOSSIER · 13F-HR · Q2 2026

Valued Wealth Advisors LLC

$275M in tracked AUM across 913 positions as of Q2 2026.

VW
CIK 0002007175 · last filed Jun 30, 2026
Total AUM
$275M
as of Q2 2026
Holdings
913
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Valued Wealth Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAU
DIMENSIONAL ETF TRUST
$50M960K18.0%
02
AVUV
AMERICAN CENTY ETF TR
$36M285K12.9%
03
DFAI
DIMENSIONAL ETF TRUST
$34M813K12.2%
04
DFSD
DIMENSIONAL ETF TRUST
$29M601K10.4%
05
AVEM
AMERICAN CENTY ETF TR
$17M177K6.2%
06
AVLV
AMERICAN CENTY ETF TR
$17M184K6.1%
07
AVDV
AMERICAN CENTY ETF TR
$17M162K6.1%
08
DFAT
DIMENSIONAL ETF TRUST
$7M101K2.6%
09
AVUS
AMERICAN CENTY ETF TR
$6M50K2.3%
10
DFAC
DIMENSIONAL ETF TRUST
$6M134K2.2%

Filing history

2026Q2Jun 30
$275M 11.5%
913 positionsView →
2026Q1Mar 31
$247M 8.5%
751 positionsView →
2025Q4Dec 31
$227M 5.5%
643 positionsView →
2025Q3Sep 30
$216M 12.4%
627 positionsView →
2025Q2Jun 30
$192M 15.1%
620 positionsLocked
2025Q1Mar 31
$167M 4.4%
665 positionsLocked
2024Q4Dec 31
$160M 3.5%
653 positionsLocked
2024Q3Sep 30
$154M 5.9%
648 positionsLocked
2024Q2Jun 30
$146M 3.2%
622 positionsLocked
2024Q1Mar 31
$141M 30.4%
612 positionsLocked
2023Q4Dec 31
$108M
546 positionsLocked