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Investment manager · 13F filer · SEC CIK 1973921
Values Added Financial LLC
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Reported value$282Mas of Sep 30, 2026
Positions143 4 new, 8 sold out
Top 10 weight43.6%SPDW alone is 9%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPDWSPDR Index SHS FDS
8.6%Added +5%
IAGGiShares Tr
5.2%Trimmed −25%
VEAVanguard Tax-Managed FDS
4.5%
AAPLApple Inc.
4.1%Trimmed −2%
BNDVanguard Bd Index FDS
3.9%Trimmed −7%
BNDXVanguard Charlotte FDS
3.7%Added +257%
DMXFiShares Tr
3.7%Added +13%
SPEMSPDR Index SHS FDS
3.6%Added +4%
SPYMSPDR Series Trust
3.2%
SPABSPDR Series Trust
3.1%Added +16%
VOTETCW ETF Trust
2.9%+6%
MSFTMicrosoft Corp
2.7%
SPDWSPDR Index SHS FDS
8.6%Added +5%
IAGGiShares Tr
5.2%−25%
VEAVanguard Tax-Managed FDS
4.5%
AAPLApple Inc.
4.1%−2%
BNDVanguard Bd Index FDS
3.9%−7%
BNDXVanguard Charlotte FDS
3.7%
DMXFiShares Tr
3.7%
SPEMSPDR Index SHS FDS
3.6%+4%
SPYMSPDR Series Trust
3.2%
SPAB3.1%
VOTE2.9%
MSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPDW SPDR Index SHS FDS 8.6% Added +5%
IAGG iShares Tr 5.2% Trimmed −25%
VEA Vanguard Tax-Managed FDS 4.5% Held
AAPL Apple Inc. 4.1% Trimmed −2%BND Vanguard Bd Index FDS 3.9% Trimmed −7%
BNDX Vanguard Charlotte FDS 3.7% Added +257%
DMXF iShares Tr 3.7% Added +13%
SPEM SPDR Index SHS FDS 3.6% Added +4%
SPYM SPDR Series Trust 3.2% Held
SPAB SPDR Series Trust 3.1% Added +16%
VOTE TCW ETF Trust 2.9% Added +6%
MSFT Microsoft Corp 2.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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