Valued Retirements, Inc. — 13F Holdings & Portfolio

CIK 2044874 · latest 13F-HR filed 2026-05-13

Valued Retirements, Inc. manages $102.3M in 13F-reported U.S. long-equity assets across 90 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are XOM (6.41%), DFIV (5.70%), PHYS (5.18%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 9, added to 20, and trimmed 30.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$102.3M

Long-equity book

Holdings

90

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+7 / −9 / ↑20 / ↓30

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EXXON MOBIL CORP$1.9M +41.0%
  • DIMENSIONAL ETF TRUST$426.3K +7.9%
  • SPROTT ASSET MANAGEMENT LP$326.9K +6.6%
  • ISHARES GOLD TR$246.1K +8.6%
  • INVESCO EXCHANGE TRADED FD T$224.1K +23.8%
Show all 20

Top Trims

  • J P MORGAN EXCHANGE TRADED F-$3.1M -81.2%
  • MICROSOFT CORP-$479.5K -23.0%
  • INVESCO QQQ TR-$333.3K -6.0%
  • VANGUARD INDEX FDS-$314.5K -5.8%
  • ISHARES TR-$281.5K -8.5%
Show all 30

New Positions

  • ISHARES TR$3.2M
  • FIRST TR EXCHANGE-TRADED FD$2.4M
  • FIRST TR EXCH TRD ALPHDX FD$685.2K
  • INVESCO EXCH TRD SLF IDX FD$489.5K
  • INVESCO EXCH TRADED FD TR II$251.7K
Show all 7

Exited Positions

  • AMERICAN CENTY ETF TR$2.7M
  • NETFLIX INC$449.1K
  • ISHARES INC$427.1K
  • SPOTIFY TECHNOLOGY S A$419.9K
  • IBEX LTD$289.1K
Show all 9
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 EXXON MOBIL CORP XOM 30231G102 $6.6M 6.41% 38,638 SH
2 DIMENSIONAL ETF TRUST DFIV 25434V807 $5.8M 5.70% 110,591 SH
3 SPROTT ASSET MANAGEMENT LP PHYS 85207H104 $5.3M 5.18% 149,587 SH
4 INVESCO QQQ TR QQQ 46090E103 $5.2M 5.13% 9,092 SH
5 VANGUARD INDEX FDS VOO 922908363 $5.1M 5.01% 8,582 SH
6 FIDELITY COVINGTON TRUST FDVV 316092840 $4.9M 4.82% 89,225 SH
7 APPLE INC AAPL 037833100 $3.8M 3.69% 14,874 SH
8 ISHARES TR VLUE 46432F388 $3.2M 3.17% 22,826 SH
9 ISHARES GOLD TR IAU 464285204 $3.1M 3.03% 35,201 SH
10 ISHARES TR IWY 464289438 $3.0M 2.96% 12,163 SH
11 INVESCO EXCH TRADED FD TR II RWJ 46138G664 $2.9M 2.87% 58,155 SH
12 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $2.5M 2.42% 12,919 SH
13 FIRST TR EXCHANGE-TRADED FD FDL 336917109 $2.4M 2.36% 47,561 SH
14 INVESCO EXCH TRD SLF IDX FD OMFL 46138J619 $2.1M 2.09% 35,523 SH
15 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $2.1M 2.02% 8,712 SH
16 VANGUARD WELLINGTON FD VFMO 921935508 $1.7M 1.66% 8,627 SH
17 WISDOMTREE TR WTV 97717W547 $1.7M 1.63% 17,649 SH
18 ISHARES TR IMTM 46434V449 $1.6M 1.60% 34,091 SH
19 MICROSOFT CORP MSFT 594918104 $1.6M 1.57% 4,336 SH
20 ISHARES TR EFA 464287465 $1.4M 1.34% 14,071 SH
21 NVIDIA CORPORATION NVDA 67066G104 $1.3M 1.28% 7,527 SH
22 INVESCO EXCHANGE TRADED FD T XMMO 46137V464 $1.3M 1.22% 8,643 SH
23 LEGG MASON ETF INVT LVHI 52468L505 $1.2M 1.21% 30,637 SH
24 FLEXSHARES TR QDF 33939L860 $1.2M 1.16% 15,028 SH
25 INVESCO EXCHANGE TRADED FD T RPV 46137V258 $1.2M 1.14% 10,862 SH
26 INVESCO EXCH TRADED FD TR II IDMO 46138E222 $1.1M 1.11% 20,752 SH
27 SCHWAB STRATEGIC TR SCHF 808524805 $1.1M 1.03% 42,673 SH
28 ISHARES TR IWP 464287481 $1.0M 0.98% 7,816 SH
29 AMAZON COM INC AMZN 023135106 $981.6K 0.96% 4,713 SH
30 GLOBAL X FDS PAVE 37954Y673 $894.1K 0.87% 17,597 SH
31 VANGUARD SPECIALIZED FUNDS VIG 921908844 $808.2K 0.79% 3,758 SH
32 WELLTOWER INC WELL 95040Q104 $785.4K 0.77% 3,972 SH
33 VANGUARD INDEX FDS VUG 922908736 $754.8K 0.74% 1,728 SH
34 FLEXSHARES TR GUNR 33939L407 $747.0K 0.73% 13,543 SH
35 VANGUARD INTL EQUITY INDEX F VEU 922042775 $729.9K 0.71% 9,719 SH
36 VANECK ETF TRUST MOAT 92189F643 $727.9K 0.71% 7,527 SH
37 ALPHABET INC GOOGL 02079K305 $718.9K 0.70% 2,500 SH
38 J P MORGAN EXCHANGE TRADED F JQUA 46641Q761 $705.3K 0.69% 11,502 SH
39 FIRST TR EXCH TRD ALPHDX FD FDT 33737J174 $685.2K 0.67% 7,882 SH
40 BROADCOM INC AVGO 11135F101 $619.0K 0.61% 2,000 SH
41 FLEXSHARES TR NFRA 33939L795 $615.4K 0.60% 9,623 SH
42 CAMBRIA ETF TR SYLD 132061201 $613.5K 0.60% 8,136 SH
43 ENTERPRISE PRODS PARTNERS L EPD 293792107 $601.3K 0.59% 15,890 SH
44 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $549.0K 0.54% 4,897 SH
45 IRON MTN INC DEL IRM 46284V101 $530.1K 0.52% 5,190 SH
46 SOUTHERN CO SO 842587107 $524.2K 0.51% 5,431 SH
47 ISHARES TR IGM 464287549 $511.5K 0.50% 4,316 SH
48 DBX ETF TR DBEF 233051200 $499.8K 0.49% 10,118 SH
49 INVESCO EXCH TRD SLF IDX FD IUS 46138J742 $489.5K 0.48% 8,453 SH
50 META PLATFORMS INC META 30303M102 $486.3K 0.48% 850 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $102.3M 90 0002044874-26-000004
2025-12-31 2026-02-09 $102.3M 92 0002044874-26-000002
2025-09-30 2025-10-15 $88.6M 89 0002044874-25-000011