Values Added Financial LLC — 13F holdings

Values Added Financial LLC reported 147 holdings worth $277M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

1. SPDW SPDR INDEX SHS FDS — $23.3M (8.4%)
2. IAGG ISHARES TR — $20.1M (7.2%)
3. VEA VANGUARD TAX-MANAGED FDS — $12.9M (4.7%)
4. BND VANGUARD BD INDEX FDS — $12.4M (4.5%)
5. AAPL APPLE INC — $10.2M (3.7%)
6. SPEM SPDR INDEX SHS FDS — $9.86M (3.6%)
7. DMXF ISHARES TR — $9.13M (3.3%)
8. SPYM SPDR SERIES TRUST — $8.87M (3.2%)
9. SPAB SPDR SERIES TRUST — $7.96M (2.9%)
10. VOTE TCW ETF TRUST — $7.56M (2.7%)