Valpey Financial Services, LLC

13F Portfolio Filings

Most recent 13F
Q2 2025
Location
Concord, NH
CIK
0002077991
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2025 67 144,604 VUG, SCHG, VTV, BNDX 13F-HR 7/22/2025 000207799125000001