13F Filings History of Valued Wealth Advisors LLC

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$227,393,758
Signature - Title
Taylor Wagner - CCO
Location
Holladay, UT
Summary
This page shows a list of all the recent 13F filings made by Valued Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Valued Wealth Advisors LLC reported 640 stock holdings with total value $227,393,758 as of Q4 2025. Top holdings included DFAU, DFAI, AVUV, DFSD, and AVDV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 640 $227,393,758 +$7,276,841 -$1,149,435 +$6,127,406 DFAU, DFAI, AVUV, DFSD, AVDV 13F-HR 30 Jan 2026, 11:38
Q3 2025 624 $215,539,592 +$11,507,894 -$772,238 +$10,735,656 DFAU, DFAI, AVUV, DFSD, AVDV 13F-HR 28 Oct 2025, 19:01
Q2 2025 618 $191,727,196 +$16,228,154 -$4,237,548 +$11,990,606 DFAU, DFAI, DFSD, AVUV, AVDV 13F-HR 06 Aug 2025, 16:28
Q1 2025 647 $166,628,493 +$10,746,800 -$2,195,963 +$8,550,837 DFAU, DFAI, DFSD, AVUV, AVDV 13F-HR 01 May 2025, 11:23
Q4 2024 639 $159,628,524 +$10,621,951 -$1,451,106 +$9,170,845 DFAU, AVUV, DFSD, DFAI, AVDV 13F-HR 22 Jan 2025, 13:52
Q3 2024 636 $154,264,474 +$3,556,753 -$3,705,894 -$149,141 DFAU, DFAI, AVUV, DFSD, AVDV 13F-HR 28 Oct 2024, 15:44
Q2 2024 611 $145,668,577 +$6,814,628 -$1,665,689 +$5,148,939 DFAU, DFAI, AVUV, DFSD, AVDV 13F-HR 16 Jul 2024, 20:37
Q1 2024 601 $141,159,348 +$36,777,849 -$20,944,711 +$15,833,138 DFAU, DFAI, AVUV, DFSD, AVDV 13F-HR 30 Apr 2024, 13:39
Q4 2023 533 $107,987,411 $0 $0 $0 DFAU, DFSD, DFAT, DFAI, AVDV 13F-HR 05 Jan 2024, 19:14