Valued Wealth Advisors LLC
Valued Wealth Advisors LLC is an SEC-registered investment adviser based in Holladay, Utah. The firm manages investment portfolios for clients including individuals, families, and potentially institutions. With assets under management exceeding $190 million, Valued Wealth Advisors provides professional wealth management and advisory services with a regional focus. The firm employs a team structure, offering tailored investment solutions and investment advice to meet diverse client needs.
Investment Strategy
Valued Wealth Advisors LLC manages diversified portfolios primarily through the selection of publicly traded equities and other securities as disclosed in its regulatory filings. The firm employs a disciplined approach to portfolio construction, emphasizing long-term growth and risk management tailored to individual client objectives and risk tolerances. Their philosophy is likely rooted in fundamental analysis with active oversight to align investments with the evolving goals of their clientele.
Top Holdings
Equity Positions (614)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 18.42% | $35.3M | 833,680 | $34.57 | $42.36 | +$5.4M |
D DFAI | DIMENSIONAL ETF TRUST | 12.48% | $23.9M | 692,096 | $29.08 | $34.57 | +$2.2M |
D DFSD | DIMENSIONAL ETF TRUST | 12.06% | $23.1M | 481,515 | $47.14 | $48.01 | +$2.7M |
A AVUV | AMERICAN CENTY ETF TR | 11.74% | $22.5M | 247,112 | $92.12 | $91.10 | +$4.1M |
A AVDV | AMERICAN CENTY ETF TR | 6.41% | $12.3M | 155,023 | $63.48 | $79.28 | +$1.4M |