Valpey Financial Services, LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location concord, NHCIK 0002077991All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
75 | $153.72M | VTV, VUG, SCHG, BNDX | 13F-HR | May 11, 2026 | 000207799126000005 | ||
72 | $156.63M | VTV, VUG, SCHG, BNDX | RESTATEMENT | Mar 4, 2026 | 000207799126000003 | ||
72 | $152.79M | VUG, VTV, SCHG, BNDX | 13F-HR | Nov 6, 2025 | 000207799125000003 | ||
67 | $144.61M | VUG, SCHG, VTV, BNDX | 13F-HR | Jul 22, 2025 | 000207799125000001 |