What does Values Added Financial LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Values Added Financial LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SPDR INDEX SHS FDS

$20M428K8.2%

ISHARES TR

$17M331K7.0%

VANGUARD TAX-MANAGED FDS

$12M183K4.9%

VANGUARD BD INDEX FDS

$12M157K4.8%

SPDR SERIES TRUST

$8M332K3.6%

SPDR INDEX SHS FDS

$8M179K3.5%

ISHARES TR

$8M107K3.4%

APPLE INC

$8M32K3.4%

SPDR SERIES TRUST

$8M101K3.3%

TCW ETF TRUST

$6M84K2.7%

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