Valued Wealth Advisors LLC
Q4 2025 13F Holdings
- Locationholladay, UT
- Num holdings
643
- Value ($000)
$227,394
- Date Filed01/30/2026
- Form type13F-HR
- CIK0002007175
- 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 |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $42.22M | 19 % | 902,085 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $29.34M | 13 % | 769,808 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $28.54M | 13 % | 279,903 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $26.2M | 12 % | 546,435 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $15.29M | 7 % | 162,690 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $13.58M | 6 % | 176,373 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $13.51M | 6 % | 178,244 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $6.2M | 3 % | 104,134 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $6.13M | 3 % | 154,748 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $4.77M | 2 % | 57,900 |
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