Holdings
Valued Wealth Advisors LLC
As of Jun 30, 2026, Valued Wealth Advisors LLC reported 753 positions worth US$16.3M. Largest: Apple Inc, Alphabet Inc (google) Class C and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 4,179 | US$1.21M | −281 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,523 | US$901K | +258 | Jun 30, 2026 |
| Amazon.com, Inc. | 2,826 | US$674K | +208 | Jun 30, 2026 |
| Nvidia Corporation | 2,764 | US$553K | −69 | Jun 30, 2026 |
| Microsoft Corp. | 1,462 | US$545K | +54 | Jun 30, 2026 |
| Smartstop Self Storage Reit, Inc. | 15,889 | US$516K | no change | Jun 30, 2026 |
| Micron Technology, Inc. | 375 | US$433K | +143 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 841 | US$421K | −4 | Jun 30, 2026 |
| Exxon Mobil Corporation | 2,728 | US$373K | −459 | Jun 30, 2026 |
| Broadcom Inc. | 745 | US$281K | +40 | Jun 30, 2026 |