Values Added Financial LLC
Q3 2025 13F Holdings
- Locationwashington, DC
- Num holdings
129
- Value ($000)
$224,857
- Date Filed10/31/2025
- Form type13F-HR
- CIK0001973921
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $16.90 M | 8 % | 394,878 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $16.44 M | 7 % | 320,990 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $11.72 M | 5 % | 157,547 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $11.61 M | 5 % | 193,778 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $8.02 M | 4 % | 171,390 | ||
AAPL APPLE INC | COM | 037833100 | $7.80 M | 4 % | 30,639 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $7.80 M | 4 % | 99,570 | ||
KRE SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | $7.07 M | 3 % | 273,390 | ||
VOTE TCW ETF TRUST | TRANSFRM 500 ETF | 29287L106 | $6.86 M | 3 % | 87,447 | ||
DMXF ISHARES TR | ESG EAFE ETF | 46436E759 | $6.74 M | 3 % | 89,040 |
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