13F Filings History of Valued Retirements, Inc.

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$102,274,790
Signature - Title
Sarah Mizell - President
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Valued Retirements, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Valued Retirements, Inc. reported 92 stock holdings with total value $102,274,790 as of Q4 2025. Top holdings included QQQ, VOO, DFIV, FDVV, and PHYS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 92 $102,274,790 +$8,147,760 -$3,760,556 +$4,387,204 QQQ, VOO, DFIV, FDVV, PHYS 13F-HR 09 Feb 2026, 14:37
Q3 2025 89 $88,593,498 $0 $0 $0 QQQ, DFIV, FDVV, VOO, XOM 13F-HR 15 Oct 2025, 16:07
Q2 2025 89 $88,593,498 +$10,732,382 -$4,704,607 +$6,027,775 QQQ, DFIV, FDVV, VOO, XOM 13F-HR 13 Aug 2025, 11:31
Q1 2025 82 $76,056,600 +$10,512,809 -$6,984,613 +$3,528,196 DFIV, XOM, QQQ, FDVV, VOO 13F-HR 07 May 2025, 12:06
Q4 2024 78 $74,219,433 +$6,555,361 -$3,749,011 +$2,806,350 QQQ, DFIV, XOM, RWJ, AAPL 13F-HR 10 Feb 2025, 16:24
Q3 2024 81 $72,565,920 +$7,049,663 -$4,115,029 +$2,934,634 DFIV, QQQ, XOM, RWJ, SYLD 13F-HR 14 Nov 2024, 17:48
Q2 2024 70 $65,885,273 +$6,317,691 -$3,187,921 +$3,129,770 QQQ, XOM, DFIV, RWJ, SYLD 13F-HR 18 Nov 2024, 10:59
Q1 2024 72 $62,525,197 +$1,485,085 -$431,006 +$1,054,079 XOM, QQQ, DFIV, RWJ, SYLD 13F-HR 18 Nov 2024, 12:02
Q4 2023 68 $57,737,029 $0 $0 $0 XOM, QQQ, DFIV, RWJ, SYLD 13F-HR 18 Nov 2024, 12:42