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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
Page 4 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NULC NUSHARES ETF TR 13,593.0 $629K 0.27% +1K +10.0% $46.28 +15.5%
62 VO VANGUARD INDEX FDS 2,181.0 $626K 0.26% -250.0 -10.3% $287.18 -72.5%
63 SPYX SPDR SERIES TRUST 11,537.0 $612K 0.26% $53.03 +16.4%
64 FNDF SCHWAB STRATEGIC TR 12,201.0 $597K 0.25% $48.93 +10.7%
65 BERKSHIRE HATHAWAY INC DEL 1,244.0 $596K 0.25% -126.0 -9.2% $479.20
66 IWP ISHARES TR 4,603.0 $590K 0.25% $128.12 +11.0%
67 IBM INTERNATIONAL BUSINESS MACHS Technology 2,347.0 $569K 0.24% -63.0 -2.6% $242.43 +9.5%
68 VIG VANGUARD SPECIALIZED FUNDS 2,625.0 $565K 0.24% -562.0 -17.6% $215.06 +8.8%
69 META META PLATFORMS INC Communication Services 981.0 $561K 0.24% +6.0 +0.6% $572.13 +10.6%
70 SCHF SCHWAB STRATEGIC TR 22,659.0 $561K 0.24% -2K -9.1% $24.75 +11.9%
71 VHT VANGUARD WORLD FD 2,031.0 $553K 0.23% $272.39 +3.3%
72 SYK STRYKER CORPORATION Healthcare 1,678.0 $551K 0.23% +15.0 +0.9% $328.59 -6.6%
73 XOM EXXON MOBIL CORP Energy 3,119.0 $529K 0.22% $169.66 -12.6%
74 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 14,205.0 $522K 0.22% $36.75 +13.0%
75 SDY SPDR SERIES TRUST 3,252.0 $475K 0.20% $145.94 +2.9%
76 GLW CORNING INC Technology 3,270.0 $445K 0.19% -48.0 -1.4% $135.97 +41.0%
77 TMO THERMO FISHER SCIENTIFIC INC Healthcare 896.0 $440K 0.18% -11.0 -1.2% $491.53 -2.6%
78 PEP PEPSICO INC Consumer Defensive 2,794.0 $434K 0.18% +129.0 +4.8% $155.29 -5.8%
79 MRK MERCK & CO INC Healthcare 3,602.0 $433K 0.18% +146.0 +4.2% $120.29 +0.1%
80 ORCL ORACLE CORP Technology 2,938.0 $432K 0.18% $147.11 +38.0%
Page 4 of 7  ·  134 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 39.2%
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%