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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 4 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPLV INVESCO EXCH TRADED FD TR II 4,935.0 $363K 0.24% NEW $73.48 +0.8%
62 VCIT VANGUARD SCOTTSDALE FDS 4,230.0 $356K 0.23% NEW $84.12 -2.3%
63 FLRN SPDR SERIES TRUST 10,112.0 $312K 0.20% NEW $30.86 -0.1%
64 VTI VANGUARD INDEX FDS 896.0 $294K 0.19% NEW $328.24 +11.7%
65 SCHR SCHWAB STRATEGIC TR 10,284.0 $258K 0.17% NEW $25.13 -2.2%
66 AOA ISHARES TR 2,814.0 $248K 0.16% NEW $88.14 +9.8%
67 GOOGL ALPHABET INC Communication Services 967.0 $235K 0.15% NEW $243.10 +57.5%
68 BIV VANGUARD BD INDEX FDS 2,925.0 $228K 0.15% NEW $78.09 -2.3%
69 HON HONEYWELL INTL INC Industrials 1,070.0 $225K 0.15% NEW $210.50 +8.3%
70 IVV ISHARES TR 313.0 $209K 0.14% NEW $669.30 +11.9%
71 IEMG ISHARES INC 3,114.0 $205K 0.13% NEW $65.93 +22.2%
72 IWD ISHARES TR 1,006.0 $205K 0.13% NEW $203.67 +16.0%
Page 4 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%