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Taylor Wagner

Valued Wealth Advisors Llc

Assets Managed
$246.745M
Holdings
751
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
8.51%(2Q avg: 7.01%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Valued Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 751 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 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 246.745M in assets, with a quarterly growth rate of 8.51% and a 2-quarter average growth rate of 7.01%. The portfolio is managed by Taylor Wagner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 6.57%
17.58%
$43.374M
961,297 shares@ $45.13 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 3.24%
12.94%
$31.922M
288,962 shares@ $110.48 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 2.75%
12.49%
$30.814M
790,903 shares@ $38.97 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 2.07%
10.83%
$26.704M
557,734 shares@ $47.88 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Decreased -1.76%
6.47%
$15.96M
159,820 shares@ $99.86 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 5.23%
6.13%
$15.119M
187,555 shares@ $80.62 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 4.51%
6.02%
$14.852M
184,315 shares@ $80.58 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 1.21%
2.67%
$6.581M
105,387 shares@ $62.46 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 96.49%
2.24%
$5.505M
49,511 shares@ $111.18 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -15.17%
2.07%
$5.101M
131,262 shares@ $38.86 avg price

1-10 of 751