Valpey Financial Services, LLC - Portfolio overview

Valpey Financial Services, LLC has 75 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 5.54%
2. VUG - VANGUARD INDEX FDS, 4.88%
3. SCHG - SCHWAB STRATEGIC TR, 4.56%

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

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