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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 2 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VXF VANGUARD INDEX FDS 16,463.0 $3.4M 1.45% NEW $209.12 +13.0%
22 VTEB VANGUARD MUN BD FDS 65,631.0 $3.3M 1.39% NEW $50.29 -0.0%
23 GOOGL ALPHABET INC Communication Services 10,171.0 $3.2M 1.34% NEW $313.00 +24.8%
24 EFAX SPDR INDEX SHS FDS 61,757.0 $3.1M 1.32% NEW $50.47 +7.3%
25 VOO VANGUARD INDEX FDS 4,916.0 $3.1M 1.30% NEW $627.15 +10.6%
26 MKL MARKEL GROUP INC Financial Services 1,354.0 $2.9M 1.23% NEW $2149.65 -14.0%
27 AMZN AMAZON COM INC Consumer Cyclical 12,097.0 $2.8M 1.18% NEW $230.82 +18.5%
28 SCHB SCHWAB STRATEGIC TR 101,394.0 $2.7M 1.12% NEW $26.23 +10.9%
29 SCHM SCHWAB STRATEGIC TR 88,169.0 $2.7M 1.12% NEW $30.07 +17.4%
30 IVV ISHARES TR 3,272.0 $2.2M 0.95% NEW $684.94 +10.6%
31 NVDA NVIDIA CORPORATION Technology 10,627.0 $2.0M 0.84% NEW $186.50 +14.9%
32 CMF ISHARES TR 33,665.0 $1.9M 0.82% NEW $57.46 -0.3%
33 SUSL ISHARES TR 15,516.0 $1.9M 0.79% NEW $121.27 +9.7%
34 ESGD ISHARES TR 18,775.0 $1.8M 0.75% NEW $95.09 +8.7%
35 ESGV VANGUARD WORLD FD 14,109.0 $1.7M 0.72% NEW $120.96 +10.4%
36 USXF ISHARES TR 27,604.0 $1.6M 0.67% NEW $57.58 +17.5%
37 ESML ISHARES TR 29,536.0 $1.4M 0.57% NEW $45.98 +16.0%
38 FNDX SCHWAB STRATEGIC TR 49,704.0 $1.4M 0.57% NEW $27.21 +13.9%
39 FNDB SCHWAB STRATEGIC TR 49,678.0 $1.3M 0.56% NEW $26.57 +14.0%
40 SCHE SCHWAB STRATEGIC TR 40,070.0 $1.3M 0.55% NEW $32.75 +11.1%
Page 2 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%