Values Added Financial LLC
Q4 2025 13F Holdings
- Locationwashington, DC
- Num holdings
135
- Value ($000)
$236,873
- Date Filed01/16/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $17.7M | 8 % | 398,570 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $12.05M | 5 % | 192,882 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $11.54M | 5 % | 155,827 | ||
ISHARES TR | CORE INTL AGGR | 46435G672 | $9.88M | 4 % | 197,656 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $9.58M | 4 % | 198,234 | ||
APPLE INC | COM | 037833100 | $8.4M | 4 % | 30,914 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $8.19M | 4 % | 174,899 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $7.97M | 3 % | 99,309 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A649 | $7.64M | 3 % | 296,704 | ||
ISHARES TR | ESG EAFE ETF | 46436E759 | $7.21M | 3 % | 95,967 |
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