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DOSSIER · 13F-HR · Q1 2026

Values Added Financial LLC

$238M in tracked AUM across 134 positions as of Q1 2026.

VA
CIK 0001973921 · last filed Mar 31, 2026
Total AUM
$238M
as of Q1 2026
Holdings
134
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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