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Portfolio (Quarterly) Guide ↗

Values Added Financial LLC

· CIK 0001973921
13F Portfolio $237M AUM Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 135 New
Page 1 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPDW SPDR INDEX SHS FDS 398,570.0 $17.7M 7.47% NEW $44.41 +15.1%
2 VEA VANGUARD TAX-MANAGED FDS 192,882.0 $12.0M 5.09% NEW $62.47 +14.9%
3 BND VANGUARD BD INDEX FDS 155,827.0 $11.5M 4.87% NEW $74.07 -0.9%
4 IAGG ISHARES TR 197,656.0 $9.9M 4.17% NEW $50.01 +0.4%
5 BNDX VANGUARD CHARLOTTE FDS 198,234.0 $9.6M 4.04% NEW $48.32 -0.1%
6 AAPL APPLE INC Technology 30,914.0 $8.4M 3.55% NEW $271.86 +14.4%
7 SPEM SPDR INDEX SHS FDS 174,899.0 $8.2M 3.46% NEW $46.81 +12.1%
8 SPYM SPDR SERIES TRUST 99,309.0 $8.0M 3.36% NEW $80.22 +10.7%
9 SPAB SPDR SERIES TRUST 296,704.0 $7.6M 3.23% NEW $25.75 -0.9%
10 DMXF ISHARES TR 95,967.0 $7.2M 3.04% NEW $75.16 +11.3%
11 VOTE TCW ETF TRUST 86,620.0 $6.9M 2.93% NEW $80.22 +10.6%
12 SPTM SPDR SERIES TRUST 68,973.0 $5.7M 2.40% NEW $82.50 +10.8%
13 SCHA SCHWAB STRATEGIC TR 168,704.0 $4.8M 2.03% NEW $28.48 +20.2%
14 VTI VANGUARD INDEX FDS 13,467.0 $4.5M 1.91% NEW $335.27 +10.8%
15 SCHX SCHWAB STRATEGIC TR 157,718.0 $4.2M 1.79% NEW $26.91 +10.3%
16 MSFT MICROSOFT CORP Technology 8,634.0 $4.2M 1.76% NEW $483.65 -12.2%
17 VWO VANGUARD INTL EQUITY INDEX F 74,275.0 $4.0M 1.69% NEW $53.76 +11.7%
18 VEU VANGUARD INTL EQUITY INDEX F 52,632.0 $3.9M 1.63% NEW $73.56 +14.2%
19 GOOG ALPHABET INC Communication Services 12,001.0 $3.8M 1.59% NEW $313.80 +22.6%
20 EMXF ISHARES TR 80,179.0 $3.7M 1.57% NEW $46.53 +25.0%
Page 1 of 7  ·  135 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.5%
Financial Services 17.9%
Communication Services 15.4%
Healthcare 9.5%
Consumer Cyclical 8.4%
Consumer Defensive 4.6%
Industrials 1.8%
Real Estate 1.7%
Energy 0.7%
Basic Materials 0.4%