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Portfolio (Quarterly) Guide ↗

Valpey Financial Services, LLC

· CIK 0002077991
13F Portfolio $2.8B AUM 72 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 71 Added 1 Exited
Page 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPSM SPDR SERIES TRUST 587,643.0 $12.5M 0.45% +577K +5431.3% $21.34 +150.4%
42 IJR ISHARES TR 1,405,019.0 $11.7M 0.42% +1.4M +10000.0% $8.32 +1551.3%
43 IDEV ISHARES TR 960,434.0 $11.6M 0.42% +949K +8453.2% $12.12 +639.3%
44 AOK ISHARES TR 460,161.0 $11.5M 0.41% +450K +4221.6% $24.92 +65.2%
45 FLRN SPDR SERIES TRUST 333,542.0 $10.9M 0.39% +323K +3198.5% $32.54 -5.3%
46 GIGB GOLDMAN SACHS ETF TR 472,577.0 $10.2M 0.37% +463K +4851.0% $21.62 +111.1%
47 IJS ISHARES TR 1,073,064.0 $9.4M 0.34% +1.1M +10000.0% $8.79 +1372.0%
48 AOR ISHARES TR 438,466.0 $6.7M 0.24% +432K +6658.1% $15.38 +347.2%
49 SPYG SPDR SERIES TRUST 689,133.0 $6.5M 0.23% +681K +8907.1% $9.37 +1162.0%
50 IVW ISHARES TR 712,286.0 $5.8M 0.21% +706K +10000.0% $8.11 +1583.9%
51 SHV ISHARES TR 628,449.0 $5.7M 0.20% +622K +9358.9% $9.08 +1115.1%
52 IXUS ISHARES TR 475,909.0 $5.6M 0.20% +470K +8155.1% $11.82 +704.0%
53 SPLV INVESCO EXCH TRADED FD TR II 354,415.0 $5.0M 0.18% +349K +7081.7% $14.00 +429.2%
54 ILCG ISHARES TR 474,901.0 $4.6M 0.16% +470K +10000.0% $9.61 +1102.5%
55 VCIT VANGUARD SCOTTSDALE FDS 358,467.0 $4.3M 0.15% +354K +8374.4% $11.94 +588.6%
56 XOM EXXON MOBIL CORP Energy 476,400.0 $4.0M 0.14% +472K +10000.0% $8.31 +1764.2%
57 VB VANGUARD INDEX FDS 954,531.0 $3.7M 0.13% +951K +10000.0% $3.88 +7358.0%
58 AOA ISHARES TR 286,785.0 $3.2M 0.12% +284K +10000.0% $11.17 +766.6%
59 IEMG ISHARES INC 212,101.0 $3.2M 0.11% +209K +6711.2% $14.87 +441.6%
60 BIV VANGUARD BD INDEX FDS 230,932.0 $3.0M 0.11% +228K +7795.1% $12.84 +494.3%
Page 3 of 4  ·  71 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
Technology 34.1%
Energy 26.7%
Financial Services 25.1%
Industrials 7.2%
Communication Services 6.9%