Values Added Financial LLC
Q1 2026 13F Holdings
- Locationwashington, DC
- Num holdings
134
- Value ($000)
$237,662
- Date Filed 04/20/2026
- Form type13F-HR
- CIK 0001973921
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 | $19.56M | 8 % | 428,469 | ||
ISHARES TR | CORE INTL AGGR | 46435G672 | $16.56M | 7 % | 330,887 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $11.71M | 5 % | 182,680 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $11.53M | 5 % | 156,527 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A649 | $8.49M | 4 % | 331,546 | ||
SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 | $8.38M | 4 % | 178,638 | ||
ISHARES TR | ESG EAFE ETF | 46436E759 | $8.04M | 3 % | 106,524 | ||
APPLE INC | COM | 037833100 | $8.03M | 3 % | 31,643 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $7.75M | 3 % | 101,232 | ||
TCW ETF TRUST | TRANSFRM 500 ETF | 29287L106 | $6.39M | 3 % | 83,794 |
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