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.

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Holdings Value
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