Valued Wealth Advisors LLC

Est. AUM

$246.7M

13F long equity, this entity only

Positions

748

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$43.4M	961297	17.58%	SOLE
2	AMERICAN CENTY ETF TR	US SML CP VALU	$31.9M	288962	12.94%	SOLE
3	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$30.8M	790903	12.49%	SOLE
4	DIMENSIONAL ETF TRUST	SHORT DURATION F	$26.7M	557734	10.83%	SOLE
5	AMERICAN CENTY ETF TR	INTL SMCP VLU	$16.0M	159820	6.47%	SOLE
6	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$15.1M	187555	6.13%	SOLE
7	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$14.9M	184315	6.02%	SOLE
8	DIMENSIONAL ETF TRUST	US TARGETED VLU	$6.6M	105387	2.67%	SOLE
9	AMERICAN CENTY ETF TR	US EQT ETF	$5.5M	49511	2.23%	SOLE
10	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$5.1M	131262	2.07%	SOLE
11	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.4M	82591	1.77%	SOLE
12	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$4.1M	94206	1.68%	SOLE
13	AMERICAN CENTY ETF TR	INTL EQT ETF	$3.7M	43531	1.50%	SOLE
14	ISHARES TR	MSCI INTL VLU FT	$2.7M	68314	1.10%	SOLE
15	AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$2.5M	53409	1.01%	SOLE
16	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$2.4M	52443	0.99%	SOLE
17	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.1M	43457	0.85%	SOLE
18	ISHARES TR	INTL DEV SML CP	$2.1M	42664	0.83%	SOLE
19	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.9M	57674	0.77%	SOLE
20	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.7M	48966	0.67%	SOLE
21	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.6M	45101	0.64%	SOLE
22	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.2M	16334	0.47%	SOLE
23	APPLE INC	COM	$1.1M	4460	0.46%	SOLE
24	SPDR INDEX SHS FDS	STATE STREET SPD	$975K	20780	0.40%	SOLE
25	AMAZON COM INC	COM	$545K	2618	0.22%	SOLE
26	EXXON MOBIL CORP	COM	$541K	3187	0.22%	SOLE
27	MICROSOFT CORP	COM	$521K	1408	0.21%	SOLE
28	SCHWAB STRATEGIC TR	US REIT ETF	$518K	24085	0.21%	SOLE
29	INVESCO EXCHANGE TRADED FD T	S&P SMCP VLU MNT	$507K	8407	0.21%	SOLE
30	NVIDIA CORPORATION	COM	$494K	2833	0.20%	SOLE
31	SMARTSTOP SELF STORAG REIT I	COMMON STOCK	$482K	15889	0.20%	SOLE
32	ISHARES TR	CORE S&P500 ETF	$464K	711	0.19%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$405K	845	0.16%	SOLE
34	SELECT SECTOR SPDR TR	STATE STREET REA	$357K	8735	0.14%	SOLE
35	ALPHABET INC	CAP STK CL A	$356K	1238	0.14%	SOLE
36	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$353K	9880	0.14%	SOLE
37	ISHARES TR	CORE S&P US VLU	$328K	3209	0.13%	SOLE
38	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$298K	4188	0.12%	SOLE
39	ALPHABET INC	CAP STK CL C	$295K	1029	0.12%	SOLE
40	VANGUARD INDEX FDS	TOTAL STK MKT	$244K	760	0.10%	SOLE
41	ISHARES TR	CORE S&P SCP ETF	$239K	1919	0.10%	SOLE
42	ISHARES TR	CORE HIGH DV ETF	$232K	1709	0.09%	SOLE
43	BROADCOM INC	COM	$218K	705	0.09%	SOLE
44	COSTCO WHOLESALE CORPORATION	COM	$214K	215	0.09%	SOLE
45	META PLATFORMS INC	CL A	$210K	368	0.09%	SOLE
46	JPMORGAN CHASE & CO	COM	$207K	704	0.08%	SOLE
47	ISHARES TR	CORE DIV GRWTH	$192K	2729	0.08%	SOLE
48	WALMART INC	COM	$184K	1475	0.07%	SOLE
49	JOHNSON & JOHNSON	COM	$160K	655	0.06%	SOLE
50	VANGUARD INDEX FDS	VALUE ETF	$154K	785	0.06%	SOLE

1–50 of 748

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.