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Holders — by stockHoldings — by fund

Value Investment Professionals, 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 0002110205

$118.9M

disclosed book value

97

positions

9.4%

largest position share

Positions, as of 2026-06-30

top 97 of 97 · 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
1USFRWISDOMTREE TR222,193$11.2M9.4%
2VTIVANGUARD INDEX FDS16,868$6.2M5.2%
3VEUVANGUARD INTL EQUITY INDEX F73,032$6.1M5.1%
4SPLVINVESCO EXCH TRADED FD TR II74,417$5.6M4.7%
5XLISELECT SECTOR SPDR TR21,745$4.0M3.4%
6QQQINVESCO QQQ TR5,011$3.7M3.1%
7VNQIVANGUARD INTL EQUITY INDEX F43,078$3.7M3.1%
8JAAAJANUS DETROIT STR TR72,287$3.6M3.1%
9AAPLAPPLE INC12,486$3.6M3%
10SPYSTATE STR SPDR S&P 500 ETF T4,767$3.6M3%
11XLUSELECT SECTOR SPDR TR68,757$3.1M2.6%
12GOOGLALPHABET INC8,490$3.0M2.6%
13GOOGALPHABET INC8,570$3.0M2.5%
14IWMISHARES TR8,986$2.7M2.3%
15STRLSTERLING INFRASTRUCTURE INC3,209$2.7M2.3%
16VNQVANGUARD INDEX FDS22,550$2.2M1.8%
17SCHBSCHWAB STRATEGIC TR66,283$1.9M1.6%
18VTVANGUARD INTL EQUITY INDEX F11,450$1.8M1.5%
19TCAFT ROWE PRICE EXCHANGE-TRADED39,965$1.6M1.4%
20AVUVAMERICAN CENTY ETF TR12,915$1.6M1.4%
21AMZNAMAZON COM INC6,210$1.5M1.2%
22MSFTMICROSOFT CORP3,690$1.4M1.2%
23SMHVANECK ETF TRUST2,033$1.3M1.1%
24VWOVANGUARD INTL EQUITY INDEX F20,188$1.2M1%
25STRSSTRATUS PPTYS INC41,616$1.2M1%
26XLFSELECT SECTOR SPDR TR22,242$1.2M1%
27MOALTRIA GROUP INC16,485$1.2M1%
28AGGISHARES TR11,658$1.2M1%
29VLGEAVILLAGE SUPER MKT INC26,846$1.1M1%
30IEFAISHARES TR11,579$1.1M0.9%
31PMPHILIP MORRIS INTL INC5,974$1.1M0.9%
32AKREPROFESIONALLY MANAGED PORTFO19,838$1.1M0.9%
33MCKMCKESSON CORP1,369$1.0M0.9%
34IVVISHARES TR1,362$1.0M0.9%
35JNJJOHNSON & JOHNSON3,956$1.0M0.8%
36AMLPALPS ETF TR28,631$987,4790.8%
37ACIALBERTSONS COMPANIES INC66,006$893,0580.8%
38TSMTAIWAN SEMICONDUCTOR MANUFAC1,725$823,8080.7%
39SCHDSCHWAB STRATEGIC TR24,845$787,8420.7%
40XLESELECT SECTOR SPDR TR14,771$784,5040.7%
41VUGVANGUARD INDEX FDS8,658$745,8240.6%
42METAMETA PLATFORMS INC1,239$698,0060.6%
43EWWISHARES INC8,592$646,7200.5%
44CATCATERPILLAR INC590$628,3590.5%
45CVSCVS HEALTH CORP5,778$597,7400.5%
46BNDVANGUARD BD INDEX FDS7,827$574,5800.5%
47XLKSELECT SECTOR SPDR TR3,000$571,6490.5%
48DVADAVITA INC2,501$556,4220.5%
49IGSBISHARES TR10,540$552,4160.5%
50HYLBDBX ETF TR14,537$530,9010.4%
51MEDTRONIC PLC6,702$524,2970.4%
52EEFTEURONET WORLDWIDE INC7,079$518,1120.4%
53BTIBRITISH AMERN TOB PLC8,237$508,7170.4%
54LVLNSPDR SERIES TRUST12,397$499,4750.4%
55DIASTATE STR SPDR DOW JONES IND953$497,9860.4%
56AMDADVANCED MICRO DEVICES INC850$493,7740.4%
57REGNREGENERON PHARMACEUTICALS778$485,3280.4%
58BRK/BBERKSHIRE HATHAWAY INC DEL954$477,3720.4%
59RSPTINVESCO EXCHANGE TRADED FD T7,238$466,8360.4%
60JPMJPMORGAN CHASE & CO1,425$466,4230.4%
61HDHOME DEPOT INC1,303$459,5390.4%
62XLCSELECT SECTOR SPDR TR4,284$458,9450.4%
63VBVANGUARD INDEX FDS1,473$446,4960.4%
64ULUNILEVER PLC7,196$432,6240.4%
65TLFTANDY LEATHER FACTORY INC183,939$428,5780.4%
66MCDMCDONALDS CORP1,461$395,0170.3%
67NVSNOVARTIS AG2,319$363,4340.3%
68USMVISHARES TR3,762$362,8520.3%
69PPHVANECK ETF TRUST3,300$360,8550.3%
70PGPROCTER & GAMBLE CO2,433$356,7630.3%
71ORCLORACLE CORP2,416$354,1210.3%
72SGOVISHARES TR3,511$353,4310.3%
73IJKISHARES TR2,767$325,1520.3%
74KOCOCA COLA CO3,962$322,0110.3%
75FLOTISHARES TR6,220$317,5360.3%
76SCHGSCHWAB STRATEGIC TR9,377$317,3260.3%
77VFHVANGUARD WORLD FD2,351$309,3280.3%
78VTVVANGUARD INDEX FDS1,381$300,9610.3%
79ABTABBOTT LABORATORIES3,256$295,4680.2%
80MLPAGLOBAL X FDS5,532$293,6500.2%
81AFLAFLAC INC2,500$293,1250.2%
82ITAISHARES TR1,188$287,9840.2%
83EDCONSOLIDATED EDISON INC2,578$285,2290.2%
84MMACYS INC12,085$284,6020.2%
85BBHVANECK ETF TRUST1,361$276,6090.2%
86SOSOUTHERN CO2,818$269,7490.2%
87GNLGLOBAL NET LEASE INC27,770$248,2640.2%
88VXFVANGUARD INDEX FDS927$228,2370.2%
89BACBANK OF AMER CORP3,985$227,0510.2%
90VEAVANGUARD TAX-MANAGED FDS2,973$211,8090.2%
91BKLNINVESCO EXCH TRADED FD TR II10,358$210,9920.2%
92VTECVANGUARD CALIF TAX FREE FDS2,021$203,2870.2%
93KRESPDR SERIES TRUST2,700$202,0950.2%
94AGNCAGNC INVT CORP17,667$192,5720.2%
95NMZNUVEEN MUN HIGH INCOME OPPOR12,016$127,0090.1%
96MFAMFA FINL INC11,761$113,9680.1%
97MSOSADVISORSHARES TR13,328$67,7060.1%

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.

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