Arkolith/Funds/Valued Retirements, Inc.

Valued Retirements, Inc.

CIK 2044874
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Valued Retirements, Inc. holds a diversified book of 101 stocks worth $111.4M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Goldman Sachs Access Treasur and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 6% of the equity book.

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
44%
Top 20 holdings
63%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

24% mapped to company sectors

No sector on file yet
76%
Information Technology
10%
Financials
8%
Real Estate
2%
Consumer Discretionary
2%
Utilities
1%
Health Care
1%

+2 sectors below the cut, under 0.5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Valued Retirements, Inc.

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Uhlmann Price Securities, LLC26 / 80$2.5B
Hoffman, Alan N Investment Management8 / 80$154.1M
Draper Asset Management, LLC8 / 80$170.5M
Fortune 45 LLC13 / 80$193.4M
Wallace Hart LLC17 / 80$124.6M
Hoey Investments, Inc25 / 80$602.0M
Ketron Financial14 / 80$248.3M

Ranked by the share of each fund's own book sitting in the names it shares with Valued Retirements, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

101 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UNIT SER 1
$6.6M9.0K
5.9%
−1.3%
Reduced · −119 sh
2Vanguard Index FDS
S&P 500 ETF SHS
$6.0M8.7K
5.4%
+1.5%
Added · +126 sh
3Dimensional ETF Trust
INTERNATNAL VAL
$5.9M109.4K
5.3%
−1.0%
Reduced · −1K sh
4Fidelity Covington Trust
HIGH DIVID ETF
$5.4M89.8K
4.9%
+0.6%
Added · +569 sh
5Exxon Mobil Corp
COM
$5.3M38.6K
4.7%
Held
6Ishares TR
MSCI USA VALUE
$5.0M24.9K
4.5%
+8.9%
Added · +2K sh
7Sprott Asset Management LP
PHYSICAL GOLD TR
$4.5M147.6K
4.0%
−1.3%
Reduced · −2K sh
8Apple Inc
COM
$4.1M14.1K
3.7%
−5.4%
Reduced · −807 sh
9Invesco Exch Traded FD TR II
S&P SMALLCAP 600
$3.5M58.2K
3.1%
~0%
Added · +20 sh
10Ishares TR
RUS TP200 GR ETF
$3.2M11.0K
2.9%
−9.4%
Reduced · −1K sh
11Invesco Exchange Traded FD T
S&P500 EQL WGT
$2.8M13.0K
2.5%
+0.3%
Added · +41 sh
12Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$2.7M8.8K
2.4%
+1.3%
Added · +110 sh
13Invesco Exch TRD SLF Idx FD
RUSL 1000 DYNM
$2.1M31.1K
1.9%
−12%
Reduced · −4K sh
14Goldman Sachs ETF TR
ACCES TREASURY
$2.0M20.4K
1.8%
New
New position
15Vanguard Wellington FD
US MOMENTUM
$2.0M8.1K
1.8%
−5.9%
Reduced · −512 sh
16First TR Exchange-Traded FD
SHS
$1.9M39.6K
1.7%
−17%
Reduced · −8K sh
17Wisdomtree TR
US VALUE FD
$1.8M17.9K
1.6%
+1.5%
Added · +259 sh
18Ishares TR
MSCI INTL MOMENT
$1.8M33.6K
1.6%
−1.3%
Reduced · −448 sh
19Ishares Gold TR
ISHARES NEW
$1.8M23.7K
1.6%
−33%
Reduced · −12K sh
20Microsoft Corp
COM
$1.6M4.3K
1.5%
−0.1%
Reduced · −5 sh
21Invesco Exchange Traded FD T
S&P MDCP MOMNTUM
$1.6M9.2K
1.4%
+6.7%
Added · +578 sh
22Nvidia Corporation
COM
$1.5M7.6K
1.4%
+1.0%
Added · +76 sh
23Flexshares TR
QUALT DIVD IDX
$1.4M15.0K
1.2%
Held
24Invesco Exch Traded FD TR II
S&P INTL MOMNT
$1.3M20.9K
1.1%
+0.5%
Added · +103 sh
25Legg Mason ETF Invt
FRANKLIN INTL LW
$1.3M30.8K
1.1%
+0.6%
Added · +182 sh
26Invesco Exchange Traded FD T
S&P500 PUR VAL
$1.2M10.7K
1.1%
−1.9%
Reduced · −205 sh
27Schwab Strategic TR
INTL EQTY ETF
$1.1M40.5K
1.0%
−5.2%
Reduced · −2K sh
28Amazon Com Inc
COM
$1.1M4.7K
1.0%
−0.4%
Reduced · −20 sh
29Global X FDS
US INFR DEV ETF
$1.1M18.1K
1.0%
+2.6%
Added · +468 sh
30Welltower Inc
COM
$962K4.2K
0.9%
+6.7%
Added · +266 sh
31Alphabet Inc
CAP STK CL A
$924K2.6K
0.8%
+3.4%
Added · +85 sh
32Vanguard Index FDS
GROWTH ETF
$893K10.4K
0.8%
+500%
Added · +9K sh
33Ishares TR
RUS MD CP GR ETF
$870K5.9K
0.8%
−24%
Reduced · −2K sh
34Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$843K5.2K
0.8%
+6.6%
Added · +324 sh
35Vanguard Intl Equity Index F
ALLWRLD EX US
$814K9.7K
0.7%
Held
36Vanguard Specialized Funds
DIV APP ETF
$784K3.3K
0.7%
−12%
Reduced · −445 sh
37Broadcom Inc
COM
$756K2.0K
0.7%
Held
38Vaneck ETF Trust
MRNGSTR WDE MOAT
$714K6.9K
0.6%
−8.8%
Reduced · −662 sh
39Ishares TR
EXPND TEC SC ETF
$702K4.3K
0.6%
−0.5%
Reduced · −22 sh
40Flexshares TR
MORNSTAR UPSTR
$667K13.5K
0.6%
Held
41Iron MTN Inc Del
COM
$656K5.2K
0.6%
Held
42Flexshares TR
STOXX GLOBR INF
$617K9.6K
0.6%
Held
43Enterprise Prods Partners L
COM
$584K15.9K
0.5%
Held
44DBX ETF TR
XTRACK MSCI EAFE
$553K10.1K
0.5%
Held
45Ishares TR
RUS MID CAP ETF
$550K5.0K
0.5%
Held
46Alphabet Inc
CAP STK CL C
$546K1.5K
0.5%
Held
47Flexshares TR
INTL QLTDV IDX
$518K15.0K
0.5%
Held
48Cambria ETF TR
SHSHLD YIELD ETF
$514K6.5K
0.5%
−20%
Reduced · −2K sh
49Ishares TR
MSCI EAFE ETF
$498K4.8K
0.4%
−66%
Reduced · −9K sh
50Cisco Sys Inc
COM
$479K4.1K
0.4%
−0.9%
Reduced · −36 sh
Showing 50 of 101 positions
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Filing history

As-of date vs the date the SEC received each filing

$111.4M · Q2 2026Q4 2023 · $57.7MQ2 2026 · $111.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 202644d101$111.4M13F-HR
Q1 2026Mar 31, 2026May 13, 202643d90$102.3M13F-HR
Q4 2025Dec 31, 2025Feb 9, 202640d92$102.3M13F-HR
Q3 2025Sep 30, 2025Oct 15, 202515d89$88.6M13F-HR
Q4 2024Dec 31, 2024Feb 10, 202541d78$74.2M13F-HR
Q4 2023Dec 31, 2023Nov 18, 2024323d68$57.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.