13F Filings History of Valpey Financial Services, LLC

Latest 13F report
Q3 2025 - Nov 7, 2025
Value $
$153M
Signature - Title
Ronald L. Valpey - Chief Compliance Officer
Location
Concord, NH
Summary
This page shows a list of all the recent 13F filings made by Valpey Financial Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Valpey Financial Services, LLC reported 72 stock holdings with total value $153M as of Q3 2025. Top holdings included VUG, VTV, SCHG, BNDX, and SCHV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 72 $153M +$3.55M -$2.63M +$917K VUG, VTV, SCHG, BNDX, SCHV 13F-HR 11/6/2025, 08:04 PM
Q2 2025 67 $145M $0 $0 VUG, SCHG, VTV, BNDX, SCHV 13F-HR 7/22/2025, 03:45 PM