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Values Added Financial LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001973921

$276.9M

disclosed book value

147

positions

8.4%

largest position share

Positions, as of 2026-06-30

top 100 of 147 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SPDWSPDR INDEX SHS FDS461,569$23.3M8.4%
2IAGGISHARES TR396,650$20.1M7.2%
3VEAVANGUARD TAX-MANAGED FDS181,468$12.9M4.7%
4BNDVANGUARD BD INDEX FDS168,548$12.4M4.5%
5AAPLAPPLE INC35,183$10.2M3.7%
6SPEMSPDR INDEX SHS FDS190,398$9.9M3.6%
7DMXFISHARES TR107,954$9.1M3.3%
8SPYMSPDR SERIES TRUST100,964$8.9M3.2%
9SPABSPDR SERIES TRUST311,768$8.0M2.9%
10VOTETCW ETF TRUST85,748$7.6M2.7%
11SCHASCHWAB STRATEGIC TR171,198$6.2M2.2%
12SPTMSPDR SERIES TRUST67,978$6.2M2.2%
13MSFTMICROSOFT CORP14,431$5.4M1.9%
14EMXFISHARES TR92,810$5.4M1.9%
15VTIVANGUARD INDEX FDS13,366$4.9M1.8%
16VTEBVANGUARD MUN BD FDS91,288$4.6M1.7%
17SCHXSCHWAB STRATEGIC TR155,258$4.6M1.7%
18VEUVANGUARD INTL EQUITY INDEX F52,632$4.4M1.6%
19GOOGALPHABET INC12,448$4.4M1.6%
20VXFVANGUARD INDEX FDS16,363$4.0M1.5%
21VWOVANGUARD INTL EQUITY INDEX F67,246$4.0M1.4%
22GOOGLALPHABET INC11,104$4.0M1.4%
23VOOVANGUARD INDEX FDS4,927$3.4M1.2%
24BNDXVANGUARD CHARLOTTE FDS62,904$3.0M1.1%
25SCHBSCHWAB STRATEGIC TR101,403$2.9M1.1%
26AMZNAMAZON COM INC12,194$2.9M1%
27SCHMSCHWAB STRATEGIC TR78,475$2.9M1%
28EFAXSPDR INDEX SHS FDS50,519$2.7M1%
29USXFISHARES TR37,216$2.6M0.9%
30NVDANVIDIA CORPORATION12,833$2.6M0.9%
31IVVISHARES TR3,271$2.4M0.9%
32MKLMARKEL GROUP INC1,247$2.4M0.9%
33ESGDISHARES TR19,957$2.1M0.7%
34SUSLISHARES TR14,052$1.9M0.7%
35ESGVVANGUARD WORLD FD13,177$1.7M0.6%
36ESMLISHARES TR28,527$1.6M0.6%
37ASML HLDG NV793$1.6M0.6%
38SPSMSPDR SERIES TRUST27,153$1.6M0.6%
39SCHESCHWAB STRATEGIC TR42,911$1.6M0.6%
40FNDXSCHWAB STRATEGIC TR49,704$1.5M0.6%
41FNDBSCHWAB STRATEGIC TR49,678$1.5M0.5%
42VYMVANGUARD WHITEHALL FDS9,210$1.5M0.5%
43VTECVANGUARD CALIF TAX FREE FDS13,149$1.3M0.5%
44IEMGISHARES INC15,666$1.3M0.5%
45COSTCOSTCO WHOLESALE CORPORATION1,352$1.3M0.5%
46LLYELI LILLY & CO976$1.2M0.4%
47VVISA INC3,097$1.1M0.4%
48XJHISHARES TR20,190$1.1M0.4%
49AVGOBROADCOM INC2,746$1.0M0.4%
50METAMETA PLATFORMS INC1,823$1.0M0.4%
51CMFISHARES TR17,627$1.0M0.4%
52VSGXVANGUARD WORLD FD11,790$970,7890.4%
53VVVANGUARD INDEX FDS2,801$963,2920.3%
54LDEMISHARES TR15,706$947,4050.3%
55SCHZSCHWAB STRATEGIC TR40,953$947,2430.3%
56MAMASTERCARD INCORPORATED1,787$917,8030.3%
57EWEDWARDS LIFESCIENCES CORP9,654$873,3010.3%
58GLWCORNING INC3,282$838,3210.3%
59MUBISHARES TR7,536$811,0240.3%
60JPMJPMORGAN CHASE & CO2,463$806,2140.3%
61MUMICRON TECHNOLOGY INC682$787,2260.3%
62AMATAPPLIED MATLS INC1,088$786,6240.3%
63MSIMOTOROLA SOLUTIONS INC1,827$758,7350.3%
64HDHOME DEPOT INC2,104$742,0390.3%
65SPYXSPDR SERIES TRUST11,979$731,9170.3%
66NULCNUSHARES ETF TR13,144$711,6150.3%
67VOVANGUARD INDEX FDS8,724$702,8930.3%
68IWPISHARES TR4,603$673,9250.2%
69VIGVANGUARD SPECIALIZED FUNDS2,825$668,4520.2%
70IBMINTERNATIONAL BUSINESS MACHS2,345$659,5400.2%
71FNDFSCHWAB STRATEGIC TR12,201$643,7250.2%
72CSCOCISCO SYS INC5,480$643,6870.2%
73SCHFSCHWAB STRATEGIC TR22,659$627,6540.2%
74BRK/BBERKSHIRE HATHAWAY INC DEL1,248$624,4870.2%
75VHTVANGUARD WORLD FD2,012$601,6080.2%
76SYKSTRYKER CORPORATION1,774$558,5260.2%
77HASIHA SUSTAINABLE INFRA CAP INC14,205$554,7050.2%
78ADPAUTOMATIC DATA PROCESSING IN2,394$536,1360.2%
79UNHUNITEDHEALTH GROUP INC1,254$521,2000.2%
80KLACKLA CORP1,702$513,5100.2%
81MRKMERCK & CO INC3,925$504,3630.2%
82SDYSPDR SERIES TRUST3,252$494,8890.2%
83TXNTEXAS INSTRS INC1,613$480,7870.2%
84WELLWELLTOWER INC2,074$470,7360.2%
85ORCLORACLE CORP3,159$462,9510.2%
86JNJJOHNSON & JOHNSON1,815$460,9560.2%
87IWFISHARES TR3,680$456,9460.2%
88IJHISHARES TR5,911$455,7970.2%
89SPMDSPDR SERIES TRUST6,696$452,3820.2%
90TMOTHERMO FISHER SCIENTIFIC INC888$445,2080.2%
91EXMOCEXXON MOBIL CORP3,134$428,4400.2%
92BGRNISHARES TR8,849$420,0840.2%
93VBVANGUARD INDEX FDS1,369$414,9710.1%
94PWRQUANTA SVCS INC536$385,9410.1%
95PEPPEPSICO INC2,850$385,8900.1%
96SOXXISHARES TR600$384,4560.1%
97NUSCNUSHARES ETF TR7,360$383,6030.1%
98CHDCHURCH & DWIGHT CO INC3,958$383,4510.1%
99BLKBLACKROCK INC390$375,0080.1%
100WMTWALMART INC3,179$360,0540.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.