Valley Financial Group
$203M 13F equity value
67 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Valley Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 60,816 | $46M | 22.5% |
| EVTR | MORGAN STANLEY ETF TRUST | 538,266 | $27M | 13.5% |
| QMOM | EA SERIES TRUST | 236,631 | $19M | 9.2% |
| QVAL | EA SERIES TRUST | 333,192 | $18M | 9.1% |
| BRIE | MFS ACTIVE EXCHANGE TRADED F | 482,366 | $15M | 7.2% |
| FENI | FIDELITY COVINGTON TRUST | 358,136 | $14M | 7.1% |
| GRNY | TIDAL TRUST I | 346,070 | $10M | 4.7% |
| VEU | VANGUARD INTL EQUITY INDEX F | 70,308 | $6M | 2.9% |
| VTI | VANGUARD INDEX FDS | 11,054 | $4M | 2.0% |
| BOXX | EA SERIES TRUST | 30,458 | $4M | 1.8% |
Track Valley Financial Group's 13F portfolio: $203M in reported holdings, 67 positions. Top holdings and quarterly changes on SentiSense.
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