Valued Retirements, Inc. has submitted its 13F-HR report for the third quarter of 2026, detailing its investment holdings as of September 30, 2026. This filing is crucial as it provides insights into the company's investment strategies and market positions.

Valued Retirements, Inc., based in Houston, Texas, is a firm focused on investment management. The company operates under the Central Index Key (CIK) number 0002044874 and has been active in filing various forms with the SEC, including multiple 13F-HR submissions throughout the year.

The latest filing, accession number 0002044874-26-000008, outlines that Valued Retirements holds a total value of approximately $113.98 million in various securities. The report includes 98 different positions, reflecting a diverse investment strategy that spans multiple sectors.

Among the notable holdings, the company has invested in several ETFs, including those managed by Dimensional ETF Trust and Fidelity Covington Trust. For instance, Valued Retirements holds 107,389 shares of the Dimensional ETF Trust, valued at about $5,998,768. Additionally, the firm has significant positions in high-dividend ETFs, indicating a focus on income-generating investments.

Other investments include shares in major corporations such as Alphabet Inc., Apple Inc., and NVIDIA Corporation. The filing shows a strategic approach to investing in both growth-oriented and value stocks, which may reflect broader trends in the investment management industry.

This filing may affect various stakeholders, including investors, analysts, and competitors. Investors may look to Valued Retirements' strategies as indicators of market trends, while competitors may adjust their own investment strategies in response to the firm's holdings.

Looking ahead, it remains unclear what specific actions Valued Retirements will take following this filing. The report does not indicate any forthcoming votes or additional filings, leaving stakeholders to speculate on the company's future strategies.