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