Valpey Financial Services, LLC
Q2 2025 13F Holdings
- Locationconcord, NH
- Num holdings
67
- Value ($000)
$144,604
- Date Filed07/22/2025
- Form type13F-HR
- CIK0002077991
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $7.91M | 6 % | 18,052 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $7.74M | 5 % | 264,923 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $7.70M | 5 % | 43,548 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $6.20M | 4 % | 125,204 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $5.73M | 4 % | 206,929 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $5.52M | 4 % | 79,914 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $5.24M | 4 % | 77,935 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $5.06M | 4 % | 124,932 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $5.03M | 4 % | 227,626 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $4.79M | 3 % | 65,108 |
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