13F Filings History of Valpey Financial Services, LLC

Latest 13F report
Q4 2025 - 04 Mar 2026
Value $
$156,631,755
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 $156,631,755 as of Q4 2025. Top holdings included VTV, VUG, SCHG, BNDX, and SCHV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 72 $156,631,755 +$4,082,510 -$2,113,543 +$1,968,967 VTV, VUG, SCHG, BNDX, SCHV Restatement 04 Mar 2026, 14:50
Q3 2025 72 $152,785,309 +$3,549,795 -$2,632,881 +$916,914 VUG, VTV, SCHG, BNDX, SCHV 13F-HR 06 Nov 2025, 20:04
Q2 2025 67 $144,604,060 $0 $0 $0 VUG, SCHG, VTV, BNDX, SCHV 13F-HR 22 Jul 2025, 15:45