Holdings
Values Added Financial LLC
As of Jun 30, 2026, Values Added Financial LLC reported 71 positions worth US$63.5M. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 35,183 | US$10.2M | +3,540 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 23,411 | US$8.37M | +1,209 | Jun 30, 2026 |
| Microsoft Corp. | 14,431 | US$5.38M | +5,583 | Jun 30, 2026 |
| Amazon.com, Inc. | 12,194 | US$2.91M | −20 | Jun 30, 2026 |
| Nvidia Corporation | 12,833 | US$2.57M | +2,401 | Jun 30, 2026 |
| Markel Group Inc. | 1,247 | US$2.44M | −52 | Jun 30, 2026 |
| Asml Holding Nv | 793 | US$1.58M | +9 | Jun 30, 2026 |
| Costco Wholesale Corporation | 1,352 | US$1.26M | +9 | Jun 30, 2026 |
| Eli Lilly And Company | 976 | US$1.17M | +126 | Jun 30, 2026 |
| Visa Inc. | 3,097 | US$1.06M | +361 | Jun 30, 2026 |