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Valpey Financial Services, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    concord, NH
  • CIK
    0002077991
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

72

$2.79M
SCHG, SCHF, SCHO, SCHV
13F-HR
Feb 10, 2026
000207799126000001

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