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Values Added Financial LLC

Q3 2025 13F Holdings

  • Location
    washington, DC
  • Num holdings

    129

  • Value ($000)

    $224,857

  • Date Filed
    10/31/2025
  • Form type
    13F-HR
  • CIK
    0001973921
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
78463X889
$16.9M
8 %

394,878

I
IAGG

ISHARES TR

CORE INTL AGGR
46435G672
$16.44M
7 %

320,990

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$11.72M
5 %

157,547

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$11.61M
5 %

193,778

S
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
78463X509
$8.02M
4 %

171,390

A
AAPL

APPLE INC

COM
037833100
$7.8M
4 %

30,639

K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$7.8M
4 %

99,570

K
KRE

SPDR SERIES TRUST

PORTFOLIO AGRGTE
78464A649
$7.07M
3 %

273,390

V
VOTE

TCW ETF TRUST

TRANSFRM 500 ETF
29287L106
$6.86M
3 %

87,447

D
DMXF

ISHARES TR

ESG EAFE ETF
46436E759
$6.74M
3 %

89,040

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