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CIK: 0002110205
Total reported value
$118.9M
$118.9M
77 檔
28.1%
In Q4 2025, Value Investment Professionals, LLC's U.S. equity holdings reached a combined market value of $118.9M, distributed across 77 disclosed stock positions.
During Q4 2025, Value Investment Professionals, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 13.75% | +9.41% | NEW | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.97% | +5.25% | NEW | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.67% | +2.55% | NEW | |
| 4 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 5.59% | — | — | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 4.09% | +3.07% | NEW | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.78% | +2.99% | NEW | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.57% | +0.13% | — | |
| 8 | XLI | Ss Industrial Select Sector | ETF-Other | 3.48% | +3.39% | NEW | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.40% | — | — | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.40% | +0.42% | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.22% | +0.86% | NEW | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.87% | -0.09% | — | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.81% | +1.61% | NEW | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.69% | +1.83% | NEW | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.52% | +1.51% | NEW | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.50% | +0.05% | — | |
| 17 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.45% | +0.61% | — | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.37% | +1.35% | NEW | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.31% | +0.01% | — | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 1.28% | +1.00% | NEW | |
| 21 | MCK | Mckesson CORP | Stock-Healthcare | 1.18% | -0.22% | — | |
| 22 | MO | Altria Group Inc | Stock-Consumer Staples | 1.09% | +0.01% | — | |
| 23 | STRS | Stratus Properties Inc | Stock-Other | 1.06% | -0.16% | — | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.02% | +0.94% | NEW | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.01% | +1.01% | NEW | |
| 26 | PM | Philip Morris International | Stock-Consumer Staples | 1.00% | — | — | |
| 27 | VLGEA | Village Super Market-class A | Stock-Other | 0.99% | -0.09% | — | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | -0.08% | — | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.06% | — | |
| 30 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.85% | +1.12% | NEW | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.74% | +0.63% | NEW | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.72% | +0.97% | NEW | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 0.68% | -0.09% | — | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.66% | +0.66% | NEW | |
| 35 | XLE | Ss Energy Select Sector | ETF-Other | 0.65% | +0.66% | NEW | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.64% | +2.62% | NEW | |
| 37 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.63% | -0.14% | — | |
| 38 | EWW | Ishares Msci Mexico ETF | ETF-Other | 0.62% | +0.54% | NEW | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.60% | +0.48% | NEW | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.57% | +0.46% | NEW | |
| 41 | EEFT | Euronet Worldwide Inc | Stock-Tech | 0.56% | +0.44% | NEW | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.55% | +0.15% | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | — | — | |
| 44 | TLF | Tandy Leather Factory Inc | Stock-Other | 0.53% | -0.03% | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | +0.40% | NEW | |
| 46 | UL | Unilever PLC | Stock-Consumer Staples | 0.49% | — | — | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.49% | -0.03% | — | |
| 48 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.49% | -0.01% | — | |
| 49 | CVS | Cvs Health CORP | Stock-Healthcare | 0.48% | +0.12% | — | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.48% | +0.42% | NEW |
According to official SEC Form 13F filings, Value Investment Professionals, LLC reported a total U.S. public equity portfolio value of $118.9M across 77 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including USFR, VTI, GOOGL) accounted for 28.1% of total reported equity market value during Q4 2025.
During Q4 2025, Value Investment Professionals, LLC's top holdings by market value included USFR (13.8%)、VTI (6.0%)、GOOGL (5.7%). The largest single position, USFR, represented 13.8% of total portfolio value.
In Q4 2025, Value Investment Professionals, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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