Valpey Financial Services, LLC
13F Portfolio Filings
Most recent 13F
Q3 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
Q3 2025
72
152,785
VUG, VTV, SCHG, BNDX
13F-HR
11/6/2025
000207799125000003
Q2 2025
67
144,604
VUG, SCHG, VTV, BNDX
13F-HR
7/22/2025
000207799125000001