Valley Financial Group, Inc. Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationambler, PA
- CIK0002010327
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
62 | $178.02M | IVV, MORGAN STANLEY ETF TRUST, QVAL, QMOM | 13F-HR | Feb 17, 2026 | 000201032726000001 | ||
65 | $176.38M | IVV, MORGAN STANLEY ETF TRUST, VEU, CAOS | 13F-HR | Nov 14, 2025 | 000201032725000006 | ||
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 | $136.05M | 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 |