Valley Financial Group, Inc.
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationambler, PA
- CIK0002010327
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
61 | $165.06M | IVV, MORGAN STANLEY ETF TRUST, VEU, CAOS | 13F-HR | Aug 14, 2025 | 000201032725000003 | ||
57 | $150.69M | IVV, MORGAN STANLEY ETF TRUST, VEU, CAOS | 13F-HR | May 14, 2025 | 000201032725000002 | ||
59 | $143.77M | IVV, MORGAN STANLEY ETF TRUST, VEU, CAOS | 13F-HR | Feb 14, 2025 | 000201032725000001 | ||
56 | $143.11M | IVV, MORGAN STANLEY ETF TRUST, VEU, CAOS | 13F-HR | Nov 14, 2024 | 000201032724000005 | ||
58 | $136.04M | IVV, MORGAN STANLEY ETF TRUST, VEU, SCHO | 13F-HR | Aug 14, 2024 | 000201032724000003 | ||
55 | $131.42M | IVV, MORGAN STANLEY ETF TRUST, VEU, SCHO | 13F-HR | May 15, 2024 | 000201032724000002 | ||
56 | $127.85M | IVV, MORGAN STANLEY ETF TRUST, VEU, SCHO | 13F-HR | Feb 14, 2024 | 000201032724000001 |