Valued Wealth Advisors LLC

SEC CIK: 0002007175
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

VRT holding history

Vertiv Holdings Co in every 13F filed by Valued Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VRT overview All 13F holders of VRT Full Q2 2026 holdings

Shares (Q2 2026): 60
Value: $20.1K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of VRT by Valued Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	60	$20.1K	<0.1%	+7+13.2%	Added	Holders
Q1 2026	53	$13.3K	<0.1%	+51+2,550.0%	Added	Holders
Q4 2025	2	$325	<0.1%	+2	New	Holders