Quick Takeaways
- Valley Financial Group, Inc. reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $178,020,775.
- Info
- Portfolio
13F Filings History of Valley Financial Group, Inc.
- Latest 13F report
- Q4 2025 - 18 Feb 2026
- Value $
- $178,020,775
- Signature - Title
- Jordan Green - Counsel
- Location
- Ambler, PA
- Summary
- This page shows a list of all the recent 13F filings made by Valley Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Valley Financial Group, Inc. reported 62 stock holdings with total value $178,020,775 as of Q4 2025. Top holdings included IVV, EVTR, QVAL, QMOM, and FENI.
Follow Filing Activity
Follow Valley Financial Group, Inc. and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 17 Feb 2026, 18:11.
- Reported value moved from $176,374,594 to $178,020,775.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 62 | $178,020,775 | +$66,005,186 | -$67,215,895 | -$1,210,709 | IVV, EVTR, QVAL, QMOM, FENI | 13F-HR | 17 Feb 2026, 18:11 |
| Q3 2025 | 65 | $176,374,594 | +$6,249,325 | -$2,218,399 | +$4,030,926 | IVV, CVSB, VEU, CAOS, QVAL | 13F-HR | 14 Nov 2025, 16:13 |
| Q2 2025 | 61 | $165,062,568 | +$6,935,906 | -$1,449,578 | +$5,486,328 | IVV, CVSB, VEU, CAOS, QVAL | 13F-HR | 14 Aug 2025, 15:20 |
| Q1 2025 | 57 | $150,691,771 | +$10,387,355 | -$2,604,846 | +$7,782,509 | IVV, CVSB, VEU, CAOS, QVAL | 13F-HR | 14 May 2025, 17:18 |
| Q4 2024 | 59 | $143,771,260 | +$6,578,104 | -$1,441,825 | +$5,136,279 | IVV, CVSB, VEU, CAOS, QVAL | 13F-HR | 14 Feb 2025, 17:16 |
| Q3 2024 | 56 | $143,112,831 | +$18,093,787 | -$17,589,035 | +$504,752 | IVV, CVSB, VEU, CAOS, QVAL | 13F-HR | 14 Nov 2024, 17:16 |
| Q2 2024 | 58 | $136,044,837 | +$5,440,294 | -$1,290,716 | +$4,149,578 | IVV, CVSB, VEU, SCHO, QVAL | 13F-HR | 14 Aug 2024, 17:20 |
| Q1 2024 | 55 | $131,423,930 | +$7,661,421 | -$10,615,881 | -$2,954,460 | IVV, CVSB, VEU, SCHO, QVAL | 13F-HR | 15 May 2024, 17:24 |
| Q4 2023 | 56 | $127,845,132 | $0 | $0 | $0 | IVV, CVSB, VEU, SCHO, QVAL | 13F-HR | 13 Feb 2024, 20:45 |