13F Filings History of Values Added Financial LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$236,873,238
Signature - Title
Ariel Weisbard - Managing Partner, CCO
Location
Washington, DC
Summary
This page shows a list of all the recent 13F filings made by Values Added Financial LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Values Added Financial LLC reported 135 stock holdings with total value $236,873,238 as of Q4 2025. Top holdings included SPDW, VEA, BND, IAGG, and BNDX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 135 $236,873,238 +$17,219,374 -$9,428,937 +$7,790,437 SPDW, VEA, BND, IAGG, BNDX 13F-HR 16 Jan 2026, 15:48
Q3 2025 129 $224,856,631 +$10,785,061 -$4,691,556 +$6,093,505 SPDW, IAGG, BND, VEA, SPEM 13F-HR 31 Oct 2025, 14:33
Q2 2025 121 $206,256,609 +$30,905,822 -$18,207,634 +$12,698,188 SPDW, IAGG, VEA, BND, SPEM 13F-HR 23 Jul 2025, 15:48
Q1 2025 117 $180,381,615 +$14,429,518 -$4,828,534 +$9,600,984 BND, SPDW, VEA, SPAB, AAPL 13F-HR 28 Apr 2025, 17:32
Q4 2024 115 $172,842,012 +$27,683,531 -$3,442,198 +$24,241,333 BND, VEA, SPDW, AAPL, VOTE 13F-HR 29 Jan 2025, 21:44
Q3 2024 105 $158,613,090 +$14,508,187 -$2,329,856 +$12,178,331 VEA, SPDW, BND, SPEM, VTEB 13F-HR 28 Oct 2024, 15:20
Q2 2024 91 $138,758,220 +$10,328,047 -$1,547,905 +$8,780,142 VEA, SPDW, BND, SPEM, VOTE 13F-HR 30 Jul 2024, 17:20
Q1 2024 84 $128,233,927 +$4,120,090 -$4,432,732 -$312,642 VEA, SPDW, BND, VOTE, SPAB 13F-HR 25 Apr 2024, 14:58
Q4 2023 82 $122,172,895 +$12,985,789 -$10,961,805 +$2,023,984 VEA, SPDW, BND, SPAB, AAPL 13F-HR 18 Jan 2024, 09:53
Q3 2023 80 $109,650,716 +$10,220,897 -$2,472,982 +$7,747,915 SPDW, VEA, BND, AAPL, VOTE 13F-HR 19 Oct 2023, 11:59
Q2 2023 79 $106,672,827 $0 $0 $0 SPDW, VEA, SPAB, AAPL, VOTE 13F-HR 24 Jul 2023, 13:45