Fund Holdings — Values Added Financial LLC

Total Portfolio Value
$237.66M
Total Bought
$30.69M
Total Sold
$14.39M
Net Transaction
+$16.30M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ISHARES TR18,528106,524+87,9968278,0373.38%+7,210
ISHARES TR
CORE INTL AGGR
197,656330,887+133,2319,88516,5586.97%+6,673
ISHARES TR18,52887,375+68,8478274,1801.76%+3,353
SPDR INDEX SHS FDS
ST STR PO EX ETF
398,570428,469+29,89917,70019,5608.23%+1,859
VANGUARD MUN BD FDS65,63190,715+25,0843,3014,5261.90%+1,225
VANGUARD CALIF TAX FREE FDS011,991+11,99101,1880.50%+1,188
ISHARES TR18,52834,897+16,3698271,9260.81%+1,099
SPDR SERIES TRUST
ST STR AGGRE ETF
296,704331,546+34,8427,6408,4943.57%+854
VANECK ETF TRUST
GREEN BOND ETF
016,531+16,53103960.17%+396
SCHWAB STRATEGIC TR23,06239,906+16,8445399270.39%+388
ISHARES TR
CORE MSCI INTL
02,759+2,75902310.10%+231
KLA CORP(KLAC)0154+15402270.10%+227
FEDEX CORP(FDX)0608+60802170.09%+217
GILEAD SCIENCES INC(GILD)01,524+1,52402120.09%+212
MICRON TECHNOLOGY INC(MU)0622+62202100.09%+210
UNION PAC CORP(UNP)0842+84202040.09%+204
ASML HLDG NV
N Y REGISTRY SHS
778784+68321,0360.44%+203
VANGUARD INTL EQUITY INDEX F01,455+1,45502010.08%+201
COSTCO WHOLESALE CORPORATION(COST)1,3281,343+151,1451,3380.56%+193
SPDR INDEX SHS FDS
ST PORT MARK ETF
174,899178,638+3,7398,1878,3803.53%+193
SPDR SERIES TRUST
ST STR SP600 SML
24,59127,455+2,8641,1521,3270.56%+174
CORNING INC(GLW)3,3183,270-482914450.19%+154
EXXON MOBIL CORP3,1283,119-93765290.22%+153
SCHWAB STRATEGIC TR88,16989,679+1,5102,6512,7761.17%+125
ISHARES TR18,52816,125-2,4038279350.39%+107
APPLIED MATLS INC9801,019+392523480.15%+96
MOTOROLA SOLUTIONS INC(MSI)1,8271,82707007930.33%+93
SCHWAB STRATEGIC TR168,704168,329-3754,8054,8952.06%+90
VANGUARD WHITEHALL FDS8,6938,997+3041,2481,3320.56%+85
VANGUARD INTL EQUITY INDEX F52,63252,63203,8723,9531.66%+81
HA SUSTAINABLE INFRA CAP INC(HASI)14,20514,20504465220.22%+76
QUANTA SVCS INC514532+182172920.12%+75
MERCK & CO INC(MRK)3,4563,602+1463644330.18%+70
ISHARES TR18,52819,719+1,1918278950.38%+67
JOHNSON & JOHNSON(JNJ)1,6521,65203424040.17%+62
SCHWAB STRATEGIC TR40,07041,502+1,4321,3121,3670.58%+55
NETFLIX INC.(NFLX)3,3603,822+4623153670.15%+52
PEPSICO INC(PEP)2,6652,794+1293824340.18%+51
TORTOISE ENERGY INFRSTRCTR C(TYG)5,7165,71602342850.12%+51
CHURCH & DWIGHT CO INC(CHD)3,5853,729+1443013480.15%+47
ISHARES TR6,0016,498+4976436900.29%+47
SPDR SERIES TRUST
ST STR P400MID
6,1186,769+6513544010.17%+47
SCHWAB STRATEGIC TR12,20112,20105525970.25%+45
WELLTOWER INC(WELL)1,7761,865+893303690.16%+39
NUSHARES ETF TR
ESG LARGE CAP
12,35913,593+1,2345916290.26%+38
TEXAS INSTRS INC(TXN)1,6041,612+82783130.13%+35
WALMART INC(WMT)3,0052,955-503353670.15%+32
SCHWAB STRATEGIC TR49,70449,70401,3521,3840.58%+32
SCHWAB STRATEGIC TR49,67849,67801,3201,3510.57%+31
SPDR SERIES TRUST
ST STR SP DIV
3,2523,25204534750.20%+22
ILLINOIS TOOL WKS INC(ITW)1,1441,145+12822980.13%+16
SCHWAB STRATEGIC TR14,76614,779+133083180.13%+9
ISHARES TR
MSCI UK ETF NEW
5,7605,76002532620.11%+9
ISHARES TR5,9115,91103903990.17%+9
CISCO SYS INC(CSCO)5,4345,501+674194270.18%+8
NUCOR CORP(NUE)1,2731,266-72082140.09%+6
ISHARES INC
ESG AWR MSCI EM
4,7934,792-12122180.09%+6
ISHARES TR
ESG AW MSCI EAFE
18,77518,725-501,7851,7900.75%+5
ISHARES TR1,0831,08302282310.10%+4
FRANKLIN TEMPLETON ETF TR
FTSE CANADA
4,6544,65402252280.10%+3
REGENERON PHARMACEUTICALS(REGN)279282+32152180.09%+3
PROCTER & GAMBLE CO(PG)1,4561,45602092100.09%+2
VANGUARD WORLD FD11,79011,79008448460.36%+1
MCDONALDS CORP(MCD)974962-122982990.13%+1
CTO RLTY GROWTH INC NEW(CTO)13,22513,22502432450.10%+1
ISHARES TR2,0312,03102082080.09%-1
PNC FINL SVCS GROUP INC(PNC)1,1021,10202302290.10%-1
FRANKLIN TEMPLETON ETF TR
MUNICIPAL GRN BD
8,4898,48902022000.08%-1
AMERICAN TOWER CORP(AMT)1,8541,868+143263220.14%-3
INTERCONTINENTAL EXCHANGE IN(ICE)1,5161,539+232462420.10%-3
SPDR SERIES TRUST
ST STR MSCI USAQ
1,5811,58102752710.11%-4
LOWES COS INC(LOW)1,1331,131-22732670.11%-6
ISHARES TR
ESG AWARE MSCI
29,53628,732-8041,3581,3510.57%-7
NUSHARES ETF TR
NUVEEN ESG SMLCP
7,6097,360-2493403320.14%-8
US BANCORP(USB)4,2294,125-1042262150.09%-11
VANGUARD BD INDEX FDS155,827156,527+70011,54211,5274.85%-15
VANGUARD WORLD FD
HEALTH CAR ETF
2,0312,03105855530.23%-32
EDWARDS LIFESCIENCES CORP9,3949,598+2048017690.32%-32
VANGUARD INDEX FDS1,5161,369-1473913590.15%-32
ISHARES TR4,3833,660-7232502170.09%-33
STRYKER CORPORATION(SYK)1,6631,678+155845510.23%-33
AUTOMATIC DATA PROCESSING IN1,7472,045+2984494160.17%-34
SPDR SERIES TRUST
ST STR SP500FF
11,53711,53706486120.26%-36
BROOKFIELD CORP(BN)6,7506,75003102730.11%-37
SCHWAB STRATEGIC TR24,93922,659-2,2806005610.24%-39
ISHARES TR4,6034,60306305900.25%-41
BLACKROCK INC(BLK)381380-14083650.15%-42
HOME DEPOT INC(HD)2,0372,001-367016580.28%-43
ISHARES TR92092004353920.17%-43
VANGUARD INDEX FDS2,8012,80108828370.35%-45
ASCENT INDUSTRIES CO(ACNT)16,46116,46102672190.09%-47
UNITEDHEALTH GROUP INC(UNH)1,0721,096+243542970.12%-57
ISHARES INC
CORE MSCI EMKT
17,62216,159-1,4631,1851,1270.47%-57
VANGUARD INDEX FDS16,46316,425-383,4433,3801.42%-62
INTUIT(INTU)477585+1083162530.11%-63
ARES CAPITAL CORP(ARCC)17,83016,477-1,3533612970.12%-64
AMERICAN EXPRESS CO(AXP)748702-462772120.09%-64
JPMORGAN CHASE & CO(JPM)2,3092,308-17446790.29%-65
MOODYS CORP(MCO)804775-294113380.14%-73
BROADCOM INC(AVGO)2,1312,141+107386630.28%-75
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Values Added Financial LLC — 13F Holdings — Q1 2026 | TickerTrail