Values Added Financial LLC - Q42025 Holdings

Values Added Financial LLC holds 135 stocks with a total portfolio value of $ 236.87M as of Q42025. In Q42025, Values Added Financial LLC added 8 new positions, increased stakes in 48 stocks, reduced 47 holdings, and fully exited 2 positions. The largest holding is Spdr Index Shs Fds (SPDW), representing 7.47% of the total portfolio.