Position in SMCI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$733
+$141 QoQ
Shares Held
25
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#753
of 791 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMCI Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Valued Wealth Advisors LLC holds $80,979 across 6 Computer Hardware names. SMCI ranks #6 (0.9% of the industry book) .
All Filings in SMCI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $733 | 25 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $592 | 26 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,814 | 62 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,444 | 51 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,499 | 51 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $616 | 18 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $822 | 27 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $3,277 | 4 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||