Valley Financial Group, Inc. - Portfolio overview

Valley Financial Group, Inc. has 74 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 20.72%
2. EVTR - MORGAN STANLEY ETF TRUST, 14.01%
3. QVAL - EA SERIES TRUST, 9.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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