Position in WSM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$13,986
+$6,146 QoQ
Shares Held
60
+39.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#908
of 996 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Valued Wealth Advisors LLC holds $63,291 across 11 Specialty Retail names. WSM ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
21 | $16,690 | |
| 2 | WSM |
Williams Sonoma Inc
This page
|
60 | $13,986 | |
| 3 | FIVE |
Five Below, Inc
|
58 | $10,427 | |
| 4 | DKS |
Dick's Sporting Goods, Inc.
|
32 | $7,257 | |
| 5 | TSCO |
Tractor Supply Co /De/
|
141 | $4,457 | |
| 6 | ULTA |
Ulta Beauty, Inc.
|
8 | $3,607 | |
| 7 | ASO |
Academy Sports & Outdoors, Inc.
|
54 | $2,545 | |
| 8 | BBY |
Best Buy Co Inc
|
30 | $2,276 |
All Filings in WSM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,986 | 60 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $7,840 | 43 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $10,179 | 57 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $10,163 | 52 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,168 | 50 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,379 | 53 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,814 | 53 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,506 | 42 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $9,600 | 34 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,033 | 19 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $605 | 3 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||