13F Filings History of Valued Wealth Advisors LLC
- Latest 13F filing
- Q2 2026 - 21 Jul 2026
- Latest reported 13F value
- $275,189,968
- Largest 13F holdings
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DFAU AVUV DFAI DFSD AVEM AVLV AVDV DFAT AVUS DFAC AVRE DFIV
+8 more
AVDE IVLU FNDC DFUV ISVL DFAE SCHE AVSF - Form 13F summary
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- Valued Wealth Advisors LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Valued Wealth Advisors LLC reported 909 equity holdings with a total reported market value of $275,189,968 for Q2 2026. Top reported holdings included DFAU, AVUV, DFAI, DFSD, and AVEM.
- Manager signature
- Taylor Wagner - CCO
- Manager location
- Holladay, UT
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$275,189,968
Quarter delta
+$28,445,145
Accepted
20 Jul 2026, 18:46
Rows shown
1-11 of 11
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 909 | $275,189,968 | +$8,841,820 | -$4,348,665 | +$4,493,155 | DFAU, AVUV, DFAI, DFSD, AVEM | 13F-HR | 20 Jul 2026, 18:46 |
| Q1 2026 | 746 | $246,744,823 | +$20,187,059 | -$5,402,548 | +$14,784,511 | DFAU, AVUV, DFAI, DFSD, AVDV | 13F-HR | 30 Apr 2026, 14:48 |
| Q4 2025 | 640 | $227,393,758 | +$7,276,841 | -$1,149,435 | +$6,127,406 | DFAU, DFAI, AVUV, DFSD, AVDV | 13F-HR | 30 Jan 2026, 11:38 |
| Q3 2025 | 624 | $215,539,592 | +$11,507,894 | -$772,238 | +$10,735,656 | DFAU, DFAI, AVUV, DFSD, AVDV | 13F-HR | 28 Oct 2025, 19:01 |
| Q2 2025 | 618 | $191,727,196 | +$16,228,154 | -$4,237,548 | +$11,990,606 | DFAU, DFAI, DFSD, AVUV, AVDV | 13F-HR | 06 Aug 2025, 16:28 |
| Q1 2025 | 647 | $166,628,493 | +$10,746,800 | -$2,195,963 | +$8,550,837 | DFAU, DFAI, DFSD, AVUV, AVDV | 13F-HR | 01 May 2025, 11:23 |
| Q4 2024 | 639 | $159,628,524 | +$10,621,951 | -$1,451,106 | +$9,170,845 | DFAU, AVUV, DFSD, DFAI, AVDV | 13F-HR | 22 Jan 2025, 13:52 |
| Q3 2024 | 636 | $154,264,474 | +$3,556,753 | -$3,705,894 | -$149,141 | DFAU, DFAI, AVUV, DFSD, AVDV | 13F-HR | 28 Oct 2024, 15:44 |
| Q2 2024 | 611 | $145,668,577 | +$6,814,628 | -$1,665,689 | +$5,148,939 | DFAU, DFAI, AVUV, DFSD, AVDV | 13F-HR | 16 Jul 2024, 20:37 |
| Q1 2024 | 601 | $141,159,348 | +$36,777,849 | -$20,944,711 | +$15,833,138 | DFAU, DFAI, AVUV, DFSD, AVDV | 13F-HR | 30 Apr 2024, 13:39 |
| Q4 2023 | 533 | $107,987,411 | $0 | $0 | $0 | DFAU, DFSD, DFAT, DFAI, AVDV | 13F-HR | 05 Jan 2024, 19:14 |