account_balance
Investment manager · 13F filer · SEC CIK 2010327
Valley Financial Group, Inc.
Reported value$203Mas of Jun 30, 2026
Positions62 4 new, 5 sold out
Top 10 weight79.9%IVV alone is 22%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
22.5%
EVTRMorgan Stanley ETF Trust
13.5%Added +4%
QMOMEa Series Trust
9.2%
QVALEa Series Trust
9.1%
BRIEMFS Active Exchange Traded F
7.2%
FENIFidelity Covington Trust
7.1%Added +3%
GRNYTidal Trust I
4.7%Added +4%
VEUVanguard Intl Equity Index F
2.9%
VTI2.0%
BOXX1.8%
VGSH1.6%
CVSB1.4%
IVViShares Tr
22.5%
EVTRMorgan Stanley ETF Trust
13.5%+4%
QMOMEa Series Trust
9.2%
QVALEa Series Trust
9.1%
BRIEMFS Active Exchange Traded F
7.2%
FENIFidelity Covington Trust
7.1%
GRNY
VEU2.9%
VTI2.0%
BOXX
VGSH
CVSB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 22.5% Held
EVTR Morgan Stanley ETF Trust 13.5% Added +4%
QMOM Ea Series Trust 9.2% Held
QVAL Ea Series Trust 9.1% Held
BRIE MFS Active Exchange Traded F 7.2% Held
FENI Fidelity Covington Trust 7.1% Added +3%
GRNY Tidal Trust I 4.7% Added +4%
VEU Vanguard Intl Equity Index F 2.9% Held
VTI Vanguard Index FDS 2.0% Trimmed −3%
BOXX Ea Series Trust 1.8% Added +9%
VGSH Vanguard Scottsdale FDS 1.6% Trimmed −5%
CVSB Morgan Stanley ETF Trust 1.4% Trimmed −4%
What changed
Biggest moves since Mar 31, 2026
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