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Portfolio (Quarterly) Guide ↗

Valpey Financial Services, LLC

· CIK 0002077991
13F Portfolio $153M AUM Filed Nov 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 72 New
Page 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IDEV ISHARES TR 11,229.0 $900K 0.59% NEW $80.17 +11.8%
42 AAPL APPLE INC Technology 3,521.0 $897K 0.59% NEW $254.64 +21.3%
43 IBM INTERNATIONAL BUSINESS MACHS Technology 3,122.0 $881K 0.58% NEW $282.16 -10.0%
44 SPYG SPDR SERIES TRUST 7,651.0 $800K 0.52% NEW $104.50 +13.2%
45 SPMD SPDR SERIES TRUST 12,925.0 $739K 0.48% NEW $57.19 +12.7%
46 SHV ISHARES TR 6,644.0 $734K 0.48% NEW $110.49 -0.2%
47 IVW ISHARES TR 5,941.0 $717K 0.47% NEW $120.73 +13.2%
48 VGSH VANGUARD SCOTTSDALE FDS 10,998.0 $647K 0.42% NEW $58.85 -1.1%
49 IUSB ISHARES TR 13,653.0 $638K 0.42% NEW $46.71 -1.8%
50 IVE ISHARES TR 2,949.0 $609K 0.40% NEW $206.50 +10.4%
51 VUSB VANGUARD BD INDEX FDS 11,366.0 $568K 0.37% NEW $50.00 -0.5%
52 SPSM SPDR SERIES TRUST 10,624.0 $492K 0.32% NEW $46.32 +15.4%
53 ILCG ISHARES TR 4,571.0 $477K 0.31% NEW $104.31 +10.8%
54 IXUS ISHARES TR 5,765.0 $476K 0.31% NEW $82.59 +15.0%
55 GIGB GOLDMAN SACHS ETF TR 9,545.0 $446K 0.29% NEW $46.69 -2.2%
56 XOM EXXON MOBIL CORP Energy 3,925.0 $443K 0.29% NEW $112.76 +37.4%
57 AOK ISHARES TR 10,648.0 $428K 0.28% NEW $40.16 +2.5%
58 JPM JPMORGAN CHASE & CO. Financial Services 1,340.0 $423K 0.28% NEW $315.43 -2.9%
59 AOR ISHARES TR 6,488.0 $418K 0.27% NEW $64.38 +6.8%
60 IWF ISHARES TR 781.0 $366K 0.24% NEW $468.41 -73.3%
Page 3 of 4  ·  72 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 52.3%
Financial Services 31.2%
Energy 8.1%
Communication Services 4.3%
Industrials 4.1%