Values Added Financial LLC - Q12026 Holdings

Values Added Financial LLC holds 134 stocks with a total portfolio value of $ 237.66M as of Q12026. In Q12026, Values Added Financial LLC added 9 new positions, increased stakes in 51 stocks, reduced 45 holdings, and fully exited 10 positions. The largest holding is Spdr Index Shs Fds (SPDW), representing 8.23% of the total portfolio.