Valued Wealth Advisors LLC

Q2 2026 13F Holdings

  • Location
    holladay, UT
  • Num holdings

    913

  • Value ($000)

    $275,190

  • Date Filed
    07/20/2026
  • Form type
    13F-HR
  • CIK
    0002007175
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
$49.62M
18 %

959,941

AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$35.55M
13 %

284,951

DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
$33.55M
12 %

813,233

DFSD

DIMENSIONAL ETF TRUST

SHOR DUR FIX ETF
$28.71M
10 %

601,233

AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
$17.05M
6 %

176,723

AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
$16.76M
6 %

183,729

AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
$16.72M
6 %

162,263

DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
$7.05M
3 %

100,807

AVUS

AMERICAN CENTY ETF TR

US EQT ETF
$6.44M
2 %

50,270

DFAC

DIMENSIONAL ETF TRUST

US COR EQU 2 ETF
$5.95M
2 %

134,138

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 913