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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 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 T AT&T INC Communication Services 19,894.0 $412K 0.20% NEW $20.70 +25.6%
42 MUB ISHARES TR 3,739.0 $402K 0.20% NEW $107.62 -3.1%
43 FDLO FIDELITY COVINGTON TRUST 5,540.0 $379K 0.19% NEW $68.33 +6.0%
44 AMZN AMAZON COM INC Consumer Cyclical 1,583.0 $377K 0.19% NEW $238.38 +6.9%
45 SCHD SCHWAB STRATEGIC TR 10,224.0 $324K 0.16% NEW $31.71 +9.8%
46 GOOGL ALPHABET INC Communication Services 885.0 $316K 0.16% NEW $357.54 -6.3%
47 META META PLATFORMS INC Communication Services 561.0 $316K 0.16% NEW $563.14 +2.7%
48 VB VANGUARD INDEX FDS 1,042.0 $316K 0.16% NEW $303.12 -2.4%
49 AOK ISHARES TR 7,049.0 $292K 0.14% NEW $41.48 -1.0%
50 XLE SELECT SECTOR SPDR TR 4,758.0 $253K 0.12% NEW $53.11 +22.0%
51 VTV VANGUARD INDEX FDS 1,159.0 $253K 0.12% NEW $217.93 +2.8%
52 IRM IRON MTN INC DEL Real Estate 1,998.0 $252K 0.12% NEW $126.31 -9.6%
53 BSV VANGUARD BD INDEX FDS 3,114.0 $243K 0.12% NEW $77.92 -1.0%
54 MGK VANGUARD WORLD FD 2,640.0 $232K 0.11% NEW $87.91 +1.3%
55 VSMV VICTORY PORTFOLIOS II 3,771.0 $225K 0.11% NEW $59.79 +2.7%
56 VUG VANGUARD INDEX FDS 2,615.0 $225K 0.11% NEW $86.13 +1.4%
57 MRK MERCK & CO INC Healthcare 1,683.0 $216K 0.11% NEW $128.50 +16.7%
58 BA BOEING CO Industrials 998.0 $216K 0.11% NEW $216.47 -5.0%
59 BHK BLACKROCK CORE BD TR Financial Services 20,572.0 $189K 0.09% NEW $9.17 -2.9%
60 PHK PIMCO HIGH INCOME FD Financial Services 23,723.0 $111K 0.06% NEW $4.66 -3.0%
Page 3 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%