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Institutional

Valued Retirements, Inc.

CIK 0002044874
$102.3M
Reported AUM
90
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · Valued Retirements, Inc. · Q1 2026

AI · grounded in 13F

Valued Retirements, Inc. established a new position in VLUE worth $3.2M. The fund also opened new stakes in FDL for $2.4M and FDT for $685K. On the sell side, the fund closed its position in QGRO, reducing exposure by $2.6M. Other exited positions include NFLX and RING.

Portfolio · Q1 2026

XOM$6.6MDFIV$5.8MPHYS$5.3MQQQ$5.2MVOO$5.1MFDVV$4.9MAAPL$3.8MVLUE$3.2MIAU$3.1MIWY$3.0MRWJ$2.9MRSP$2.5MOther$50.8MVI

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1XOMEXXON MOBIL CORP$6.6M6.41%HELD
2DFIVDIMENSIONAL ETF TRUST$5.8M5.70%+2,161+2.0%
3PHYSSPROTT ASSET MANAGEMENT LP$5.3M5.18%-1,063-0.7%
4QQQINVESCO QQQ TR$5.2M5.13%+7+0.1%
5VOOVANGUARD INDEX FDS$5.1M5.01%-97-1.1%
6FDVVFIDELITY COVINGTON TRUST$4.9M4.82%+1,408+1.6%
7AAPLAPPLE INC$3.8M3.69%-1-0.0%
8VLUEISHARES TR$3.2M3.17%+22,826NEW
9IAUISHARES GOLD TR$3.1M3.03%HELD
10IWYISHARES TR$3.0M2.96%+218+1.8%
11RWJINVESCO EXCH TRADED FD TR II$2.9M2.87%-704-1.2%
12RSPINVESCO EXCHANGE TRADED FD T$2.5M2.42%+403+3.2%
13FDLFIRST TR EXCHANGE-TRADED FD$2.4M2.36%+47,561NEW
14OMFLINVESCO EXCH TRD SLF IDX FD$2.1M2.09%HELD
15QQQMINVESCO EXCH TRADED FD TR II$2.1M2.02%+205+2.4%
16VFMOVANGUARD WELLINGTON FD$1.7M1.66%+290+3.5%
17WTVWISDOMTREE TR$1.7M1.63%+316+1.8%
18IMTMISHARES TR$1.6M1.60%+29+0.1%
19MSFTMICROSOFT CORP$1.6M1.57%+26+0.6%
20EFAISHARES TR$1.4M1.34%HELD
21NVDANVIDIA CORPORATION$1.3M1.28%+5+0.1%
22XMMOINVESCO EXCHANGE TRADED FD T$1.3M1.22%-1,524-15.0%
23LVHILEGG MASON ETF INVT$1.2M1.21%+1,331+4.5%
24QDFFLEXSHARES TR$1.2M1.16%HELD
25RPVINVESCO EXCHANGE TRADED FD T$1.2M1.14%+1,744+19.1%
26IDMOINVESCO EXCH TRADED FD TR II$1.1M1.11%+863+4.3%
27SCHFSCHWAB STRATEGIC TR$1.1M1.03%-1,620-3.7%
28IWPISHARES TR$1.0M0.98%-584-7.0%
29AMZNAMAZON COM INC$982K0.96%-34-0.7%
30PAVEGLOBAL X FDS$894K0.87%HELD
31VIGVANGUARD SPECIALIZED FUNDS$808K0.79%+144+4.0%
32WELLWELLTOWER INC$785K0.77%+484+13.9%
33VUGVANGUARD INDEX FDS$755K0.74%HELD
34GUNRFLEXSHARES TR$747K0.73%HELD
35VEUVANGUARD INTL EQUITY INDEX F$730K0.71%HELD
36MOATVANECK ETF TRUST$728K0.71%HELD
37GOOGLALPHABET INC$719K0.70%HELD
38JQUAJ P MORGAN EXCHANGE TRADED F$705K0.69%-48,006-80.7%
39FDTFIRST TR EXCH TRD ALPHDX FD$685K0.67%+7,882NEW
40AVGOBROADCOM INC$619K0.61%HELD
41NFRAFLEXSHARES TR$615K0.60%HELD
42SYLDCAMBRIA ETF TR$614K0.60%-2,696-24.9%
43EPDENTERPRISE PRODS PARTNERS L$601K0.59%HELD
44SPMOINVESCO EXCH TRADED FD TR II$549K0.54%+266+5.7%
45IRMIRON MTN INC DEL$530K0.52%HELD
46SOSOUTHERN CO$524K0.51%+70+1.3%
47IGMISHARES TR$511K0.50%-4-0.1%
48DBEFDBX ETF TR$500K0.49%HELD
49IUSINVESCO EXCH TRD SLF IDX FD$490K0.48%+8,453NEW
50METAMETA PLATFORMS INC$486K0.48%HELD
51IWRISHARES TR$485K0.47%HELD
52IQDFFLEXSHARES TR$475K0.46%HELD
53MAMASTERCARD INCORPORATED$468K0.46%HELD
54GOOGALPHABET INC$443K0.43%HELD
55BXBLACKSTONE INC$415K0.41%HELD
56APOAPOLLO GLOBAL MGMT INC$401K0.39%HELD
57RGLDROYAL GOLD INC$396K0.39%HELD
58AGNTEXP WORLD HLDGS INC$390K0.38%HELD
59JPMJPMORGAN CHASE & CO$388K0.38%HELD
60EEMSISHARES INC$367K0.36%-1,357-20.4%
61VOOGVANGUARD ADMIRAL FDS INC$331K0.32%HELD
62CSCOCISCO SYS INC$319K0.31%+1+0.0%
63GILDGILEAD SCIENCES INC$318K0.31%+7+0.3%
64VTWGVANGUARD SCOTTSDALE FDS$315K0.31%HELD
65HDVISHARES TR$312K0.30%HELD
66CIBRFIRST TR EXCHANGE-TRADED FD$305K0.30%+165+3.5%
67TIPISHARES TR$298K0.29%-60-2.2%
68VCITVANGUARD SCOTTSDALE FDS$298K0.29%+7+0.2%
69SPYGSPDR SERIES TRUST$294K0.29%HELD
70TSLATESLA INC$294K0.29%HELD
71IVOGVANGUARD ADMIRAL FDS INC$283K0.28%HELD
72SPYSTATE STR SPDR S&P 500 ETF T$275K0.27%HELD
73SPYVSPDR SERIES TRUST$262K0.26%HELD
74MTUMISHARES TR$261K0.25%+117+12.1%
75VONGVANGUARD SCOTTSDALE FDS$258K0.25%HELD
76COSTCOSTCO WHOLESALE CORPORATION$255K0.25%+21+8.9%
77SPHBINVESCO EXCH TRADED FD TR II$252K0.25%+2,170NEW
78VBILVANGUARD INSTL INDEX FD$249K0.24%-105-3.1%
79FLMIFRANKLIN TEMPLETON ETF TR$248K0.24%+10,000NEW
80XELXCEL ENERGY INC$247K0.24%+149+5.0%
81BRK/BBERKSHIRE HATHAWAY INC DEL$247K0.24%HELD
82IVOOVANGUARD ADMIRAL FDS INC$247K0.24%HELD
83ESEESCO TECHNOLOGIES INC$243K0.24%+864NEW
84VIOOVANGUARD ADMIRAL FDS INC$238K0.23%HELD
85DTHWISDOMTREE TR$235K0.23%HELD
86LLYELI LILLY & CO$232K0.23%+27+12.0%
87VVISA INC$229K0.22%HELD
88VTVVANGUARD INDEX FDS$219K0.21%HELD
89IDHQINVESCO EXCH TRADED FD TR II$219K0.21%+5+0.1%
90BILSPDR SERIES TRUST$202K0.20%HELD
91QGROAMERICAN CENTY ETF TR-23,481EXITED
92NFLXNETFLIX INC-4,790EXITED
93RINGISHARES INC-5,800EXITED
94SPOTSPOTIFY TECHNOLOGY S A-723EXITED
95IBEXIBEX LTD-7,571EXITED
96AUANGLOGOLD ASHANTI PLC-3,250EXITED
97AMHAMERICAN HOMES 4 RENT-6,608EXITED
98PLTRPALANTIR TECHNOLOGIES INC-1,188EXITED
99VOVANGUARD INDEX FDS-691EXITED

Source: SEC EDGAR · accession 0002044874-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.