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Portfolio (Quarterly) Guide ↗

Values Added Financial LLC

· CIK 0001973921
13F Portfolio $238M AUM 134 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 42 Added 35 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VANGUARD CALIF TAX FREE FDS 11,991.0 $1.2M 0.50% NEW $99.08
2 GRNB VANECK ETF TRUST 16,531.0 $396K 0.17% NEW $23.96 +0.6%
3 IDEV ISHARES TR 2,759.0 $231K 0.10% NEW $83.57 +7.9%
4 KLAC KLA CORP Technology 154.0 $227K 0.10% NEW $1472.41 +30.8%
5 FDX FEDEX CORP Industrials 608.0 $217K 0.09% NEW $356.18 +14.9%
6 GILD GILEAD SCIENCES INC Healthcare 1,524.0 $212K 0.09% NEW $139.37 -2.7%
7 MU MICRON TECHNOLOGY INC Technology 622.0 $210K 0.09% NEW $337.84 +177.9%
8 UNP UNION PAC CORP Industrials 842.0 $204K 0.09% NEW $242.62 +9.8%
9 VT VANGUARD INTL EQUITY INDEX F 1,455.0 $201K 0.09% NEW $138.32 +13.8%

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 39.2%
Financial Services 16.3%
Communication Services 15.2%
Healthcare 9.3%
Consumer Cyclical 7.8%
Consumer Defensive 5.6%
Industrials 3.0%
Real Estate 1.9%
Energy 1.1%
Basic Materials 0.4%