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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 4 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MSI MOTOROLA SOLUTIONS INC Technology 1,827.0 $700K 0.30% NEW $383.32 +7.8%
62 BERKSHIRE HATHAWAY INC DEL 1,370.0 $689K 0.29% NEW $502.65
63 SPYX SPDR SERIES TRUST 11,537.0 $648K 0.27% NEW $56.19 +10.0%
64 META META PLATFORMS INC Communication Services 975.0 $644K 0.27% NEW $660.09 -4.0%
65 MUB ISHARES TR 6,001.0 $643K 0.27% NEW $107.11 +0.0%
66 BGRN ISHARES TR 13,366.0 $641K 0.27% NEW $47.94 -0.8%
67 IWP ISHARES TR 4,603.0 $630K 0.27% NEW $136.94 +3.9%
68 SCHF SCHWAB STRATEGIC TR 24,939.0 $600K 0.25% NEW $24.04 +15.3%
69 NULC NUSHARES ETF TR 12,359.0 $591K 0.25% NEW $47.85 +12.1%
70 VHT VANGUARD WORLD FD 2,031.0 $585K 0.25% NEW $287.91 -2.1%
71 SYK STRYKER CORPORATION Healthcare 1,663.0 $584K 0.25% NEW $351.47 -12.5%
72 ORCL ORACLE CORP Technology 2,938.0 $573K 0.24% NEW $194.91 +5.0%
73 FNDF SCHWAB STRATEGIC TR 12,201.0 $552K 0.23% NEW $45.21 +19.9%
74 SCHZ SCHWAB STRATEGIC TR 23,062.0 $539K 0.23% NEW $23.37 -0.9%
75 TMO THERMO FISHER SCIENTIFIC INC Healthcare 907.0 $526K 0.22% NEW $579.45 -15.9%
76 SDY SPDR SERIES TRUST 3,252.0 $453K 0.19% NEW $139.16 +7.8%
77 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,747.0 $449K 0.19% NEW $257.23 -14.6%
78 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 14,205.0 $446K 0.19% NEW $31.43 +31.5%
79 IWF ISHARES TR 920.0 $435K 0.18% NEW $473.30 -73.1%
80 ABT ABBOTT LABS Healthcare 3,397.0 $426K 0.18% NEW $125.29 -31.1%
Page 4 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%