Long-term investor
Valued Wealth Advisors LLC @valuedwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002007175).
Record
- Tracked since 2025-06-30 (434 days), 12 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months +14.8% · 1 year +22.7% · all +22.7%
- Max drawdown 0.0% · Sharpe 1.95 · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAU · 18.0% · long · since 2025-06-30
- AVUV · 12.9% · long · since 2025-06-30
- DFAI · 12.2% · long · since 2025-06-30
- DFSD · 10.4% · long · since 2025-06-30
- AVEM · 6.2% · long · since 2025-06-30
- AVLV · 6.1% · long · since 2025-06-30
- AVDV · 6.1% · long · since 2025-06-30
- DFAT · 2.6% · long · since 2025-06-30
- AVUS · 2.3% · long · since 2025-06-30
- DFAC · 2.2% · long · since 2025-06-30
- AVRE · 1.7% · long · since 2025-06-30
- DFIV · 1.6% · long · since 2025-06-30