Valued Wealth Advisors LLC

Position in LUV — Southwest Airlines Co

CIK 2007175 HOLLADAY, UT

Position in LUV

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$5,707

+$3,491 QoQ

Shares Held

111

+88.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#821

of 922 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Valued Wealth Advisors LLC holds $46,566 across 6 Airlines names. LUV ranks #4 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	131	$12,269
2	ALK	Alaska Air Group, Inc.	223	$11,640
3	UAL	United Airlines Holdings, Inc.	61	$8,295
4	LUV	Southwest Airlines Co This page	111	$5,707
5	SKYW	Skywest Inc	54	$5,363
6	ALGT	Allegiant Travel CO	28	$3,292

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,707	111	+88.1%	Shares	Sole	2026-07-21
2026-03-31	$2,216	59	+55.3%	Shares	Sole	2026-04-30
2025-12-31	$1,570	38	-11.6%	Shares	Sole	2026-01-30
2025-09-30	$1,372	43	+2.4%	Shares	Sole	2025-10-29
2025-06-30	$1,362	42	-53.8%	Shares	Sole	2025-08-06
2025-03-31	$3,055	91	+49.2%	Shares	Sole	2025-05-01
2024-12-31	$2,050	61	+74.3%	Shares	Sole	2025-01-22
2024-09-30	$1,037	35	+2.9%	Shares	Sole	2024-10-28
2024-06-30	$972	34	+30.8%	Shares	Sole	2024-07-17
2024-03-31	$758	26	+44.4%	Shares	Sole	2024-04-30
2023-12-31	$519	18	—	Shares	Sole	2024-01-08
No filing history on record for this holder in this stock.