Holdings of Valued Wealth Advisors LLC
685 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 79.3 % of the equity sleeve
Sector breakdown
- Funds 2.1 %
- Technology 2.0 %
- Financials 1.1 %
- Communication 0.8 %
- Industrials 0.8 %
- Consumer discretionary 0.7 %
- Energy 0.6 %
- Health care 0.5 %
- Consumer staples 0.4 %
- Utilities 0.2 %
- Materials 0.1 %
- Unattributed 90.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.9 %
- TW 0.1 %
- GB 0.0 %
- NL 0.0 %
- IN 0.0 %
- ES 0.0 %
- DK 0.0 %
- LU 0.0 %
- MX 0.0 %
- TR 0.0 %
- BR 0.0 %
- DE 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 665 | 169.3M $ | 99.88 % |
| 2 | TW | 3 | 90.6K $ | 0.05 % |
| 3 | GB | 5 | 27.6K $ | 0.02 % |
| 4 | NL | 3 | 26.8K $ | 0.02 % |
| 5 | IN | 1 | 13.7K $ | 0.01 % |
| 6 | ES | 1 | 10.4K $ | 0.01 % |
| 7 | DK | 1 | 8.4K $ | 0.00 % |
| 8 | LU | 1 | 5.8K $ | 0.00 % |
| 9 | MX | 1 | 5.6K $ | 0.00 % |
| 10 | TR | 1 | 4.2K $ | 0.00 % |
| 11 | BR | 1 | 3.2K $ | 0.00 % |
| 12 | DE | 1 | 2.1K $ | 0.00 % |