Valued Wealth Advisors LLC
Q2 2026 13F Holdings
- Locationholladay, UT
- Num holdings
913
- Value ($000)
$275,190
- Date Filed 07/20/2026
- Form type13F-HR
- CIK 0002007175
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $49.62M | 18 % | 959,941 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $35.55M | 13 % | 284,951 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $33.55M | 12 % | 813,233 | ||
DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | 25434V864 | $28.71M | 10 % | 601,233 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $17.05M | 6 % | 176,723 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $16.76M | 6 % | 183,729 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $16.72M | 6 % | 162,263 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $7.05M | 3 % | 100,807 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $6.44M | 2 % | 50,270 | ||
DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | $5.95M | 2 % | 134,138 |
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