VALUED WEALTH ADVISORS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SMA | 16K | $482.39K |
 | AAPL | 4K | $1.13M |
 | T | 4K | $102.20K |
 | XOM | 3K | $540.70K |
 | NVDA | 3K | $494.17K |
 | AMZN | 3K | $545.25K |
 | PTEN | 2K | $22.52K |
 | OWLT | 2K | $10.28K |
 | WMT | 1K | $183.70K |
 | BAC | 1K | $71.70K |
 | NFLX | 1K | $140.19K |
 | MSFT | 1K | $521.28K |
 | CIG | 1K | $3.18K |
 | IBKR | 1K | $86.52K |
 | OPEN | 1K | $5.95K |
 | PCG | 1K | $21.83K |
 | GOOGL | 1K | $355.92K |
 | VZ | 1K | $57.99K |
 | CMCSA | 1K | $31.35K |
 | SM | 1K | $33.02K |
Smartstop Self Storage REIT Inc
SMA
Shares Held
16K
Value
$482.39K
Apple Inc.
AAPL
Shares Held
4K
Value
$1.13M
AT&T Inc.
T
Shares Held
4K
Value
$102.20K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$540.70K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$494.17K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$545.25K
Patterson-UTI Energy, Inc.
PTEN
Shares Held
2K
Value
$22.52K
Owlet, Inc.
OWLT
Shares Held
2K
Value
$10.28K
Walmart Inc.
WMT
Shares Held
1K
Value
$183.70K
Bank of America Corporation
BAC
Shares Held
1K
Value
$71.70K
Netflix, Inc.
NFLX
Shares Held
1K
Value
$140.19K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$521.28K
Companhia Energética de Minas Gerais
CIG
Shares Held
1K
Value
$3.18K
Interactive Brokers Group, Inc.
IBKR
Shares Held
1K
Value
$86.52K
Opendoor Technologies Inc.
OPEN
Shares Held
1K
Value
$5.95K
PG&E Corporation
PCG
Shares Held
1K
Value
$21.83K
Alphabet Inc.
GOOGL
Shares Held
1K
Value
$355.92K
Verizon Communications Inc.
VZ
Shares Held
1K
Value
$57.99K
Comcast Corporation
CMCSA
Shares Held
1K
Value
$31.35K
SM Energy Company
SM
Shares Held
1K
Value
$33.02K