Sign In
test

Taylor Wagner

Valued Wealth Advisors Llc

Assets Managed
$275.19M
Holdings
913
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
11.53%(2Q avg: 10.02%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Valued Wealth Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 913 positions.

Assets under management

The assets under management (AUM) of Valued Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 275.19M in assets, with a quarterly growth rate of 11.53% and a 2-quarter average growth rate of 10.02%. The portfolio is managed by Taylor Wagner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAU
Dimensional Us Core Equity M
Recent Activity
Decreased -0.14%
18.04%
$49.619M
959,941 shares@ $51.7 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -1.38%
12.92%
$35.55M
284,951 shares@ $124.77 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 2.83%
12.2%
$33.546M
813,233 shares@ $41.25 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 7.8%
10.44%
$28.709M
601,233 shares@ $47.75 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -4.11%
6.2%
$17.052M
176,723 shares@ $96.49 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Decreased -2.03%
6.09%
$16.758M
183,729 shares@ $91.21 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 1.53%
6.08%
$16.721M
162,263 shares@ $103.06 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -4.34%
2.57%
$7.046M
100,807 shares@ $69.91 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 1.54%
2.34%
$6.439M
50,270 shares@ $128.08 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 2.2%
2.17%
$5.95M
134,138 shares@ $44.37 avg price

1-10 of 913