Valpey Financial Services, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    concord, NH
  • CIK
    0002077991
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

67

$144.60M
VUG, SCHG, VTV, BNDX
13F-HR
Jul 22, 2025
000207799125000001