Valley Financial Group, Inc.: 13F holdings
CIK 20103272026Q2
| Positions | 62 |
|---|---|
| Reported value | $202.8m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 60,816 | $45.5m | 22.5% |
| MORGAN STANLEY ETF TRUST | 538,266 | $27.3m | 13.5% |
| EA SERIES TRUST | 236,631 | $18.6m | 9.2% |
| EA SERIES TRUST | 333,192 | $18.5m | 9.1% |
| MFS ACTIVE EXCHANGE TRADED F | 482,366 | $14.6m | 7.2% |
| FIDELITY COVINGTON TRUST | 358,136 | $14.4m | 7.1% |
| TIDAL TRUST I | 346,070 | $9.6m | 4.7% |
| VEU VANGUARD INTL EQUITY INDEX F | 70,308 | $5.9m | 2.9% |
| VTI VANGUARD INDEX FDS | 11,054 | $4.1m | 2.0% |
| EA SERIES TRUST | 30,458 | $3.6m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2010327")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.