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Portfolio (Quarterly) Guide ↗

Valley Financial Group, Inc.

· CIK 0002010327
13F Portfolio $203M AUM 62 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 62 New
Page 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TR Financial Services 1,746.0 $1.3M 0.63% NEW $736.19 -3.9%
22 HIDE EA SERIES TRUST 48,631.0 $1.2M 0.57% NEW $23.90 +3.7%
23 GLD SPDR GOLD TR Financial Services 3,041.0 $1.1M 0.55% NEW $368.41 +7.7%
24 VXUS VANGUARD STAR FDS 12,719.0 $1.1M 0.54% NEW $85.49 +1.4%
25 FBND FIDELITY MERRIMACK STR TR 22,991.0 $1.0M 0.52% NEW $45.49 -1.9%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,364.0 $1.0M 0.50% NEW $746.73 +2.0%
27 VOO VANGUARD INDEX FDS 1,289.0 $885K 0.44% NEW $686.81 +1.9%
28 SPEM SPDR INDEX SHS FDS 16,607.0 $860K 0.42% NEW $51.78 +1.7%
29 VTES VANGUARD WELLINGTON FD 6,525.0 $661K 0.33% NEW $101.31 -0.9%
30 LMBS FIRST TR EXCHANGE-TRADED FD 12,851.0 $640K 0.32% NEW $49.78 -0.7%
31 TBLL INVESCO EXCH TRADED FD TR II 5,957.0 $629K 0.31% NEW $105.57 +0.1%
32 VNQ VANGUARD INDEX FDS 6,342.0 $612K 0.30% NEW $96.42 -0.1%
33 VTEB VANGUARD MUN BD FDS 11,351.0 $574K 0.28% NEW $50.58 -3.2%
34 NVDA NVIDIA CORPORATION Technology 2,677.0 $536K 0.26% NEW $200.12 +8.7%
35 EFA ISHARES TR 4,674.0 $486K 0.24% NEW $103.88 +2.5%
36 MSFT MICROSOFT CORP Technology 1,295.0 $483K 0.24% NEW $372.89 +34.4%
37 NEAR ISHARES U S ETF TR 9,064.0 $459K 0.23% NEW $50.66 -0.8%
38 AAVM EA SERIES TRUST 13,475.0 $454K 0.22% NEW $33.71 +1.5%
39 AGG ISHARES TR 4,441.0 $440K 0.22% NEW $98.98 -2.2%
40 USIG ISHARES TR 8,235.0 $422K 0.21% NEW $51.29 -2.7%
Page 2 of 4  ·  62 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.8%
Technology 29.0%
Communication Services 26.8%
Consumer Cyclical 3.4%
Real Estate 2.2%
Industrials 1.9%
Healthcare 1.9%