Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Values Added Financial LLC (CIK 1973921) reported $237.7M across 134 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPDW ($19.6M, 8.23%), IAGG ($16.6M, 6.97%), VEA ($11.7M, 4.93%), BND ($11.5M, 4.85%), SPAB ($8.5M, 3.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | $19.6M | 8.23% | 428,469 | Added |
| 2 | IAGG | ISHARES TR | $16.6M | 6.97% | 330,887 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $11.7M | 4.93% | 182,680 | Trimmed |
| 4 | BND | VANGUARD BD INDEX FDS | $11.5M | 4.85% | 156,527 | Added |
| 5 | SPAB | SPDR SERIES TRUST | $8.5M | 3.57% | 331,546 | Added |
| 6 | SPEM | SPDR INDEX SHS FDS | $8.4M | 3.53% | 178,638 | Added |
| 7 | AAPL | APPLE INC | $8.0M | 3.38% | 31,643 | Added |
| 8 | DMXF | ISHARES TR | $8.0M | 3.38% | 106,524 | Added |
| 9 | SPLG | SPDR SERIES TRUST | $7.7M | 3.26% | 101,232 | Added |
| 10 | VOTE | TCW ETF TRUST | $6.4M | 2.69% | 83,794 | Trimmed |
| 11 | SPTM | SPDR SERIES TRUST | $5.4M | 2.28% | 68,612 | Trimmed |
| 12 | BNDX | VANGUARD CHARLOTTE FDS | $5.0M | 2.12% | 105,019 | Trimmed |
| 13 | SCHA | SCHWAB STRATEGIC TR | $4.9M | 2.06% | 168,329 | Trimmed |
| 14 | VTEB | VANGUARD MUN BD FDS | $4.5M | 1.90% | 90,715 | Added |
| 15 | VTI | VANGUARD INDEX FDS | $4.3M | 1.80% | 13,346 | Trimmed |
| 16 | EMXF | ISHARES TR | $4.2M | 1.76% | 87,375 | Added |
| 17 | SCHX | SCHWAB STRATEGIC TR | $4.1M | 1.71% | 158,323 | Added |
| 18 | VEU | VANGUARD INTL EQUITY INDEX F | $4.0M | 1.66% | 52,632 | Hold |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $3.7M | 1.54% | 67,825 | Trimmed |
| 20 | GOOG | ALPHABET INC | $3.4M | 1.45% | 12,003 | Added |
| 21 | VXF | VANGUARD INDEX FDS | $3.4M | 1.42% | 16,425 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $3.3M | 1.38% | 8,848 | Added |
| 23 | GOOGL | ALPHABET INC | $2.9M | 1.24% | 10,228 | Added |
| 24 | VOO | VANGUARD INDEX FDS | $2.9M | 1.23% | 4,905 | Trimmed |
| 25 | EFAX | SPDR INDEX SHS FDS | $2.8M | 1.20% | 57,071 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31