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Portfolio (Quarterly) Guide ↗

Valpey Financial Services, LLC

· CIK 0002077991
13F Portfolio $168M AUM 76 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 5 New 71 Reduced 1 Exited
Page 4 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AOK Ishares Core 9,653.0 $400K 0.24% -451K -97.9% $41.48 -0.4%
62 SPLV Invesco S&P 500 Low Volatility 4,922.0 $369K 0.22% -349K -98.6% $74.90 +0.2%
63 IWF iSharesTr Russell 1000 Growth 2,935.0 $364K 0.22% -354K -99.2% $124.17 -1.1%
64 VCIT Vanguard Corp Bond ETF Interme 4,376.0 $362K 0.21% -354K -98.8% $82.64 -1.8%
65 GOOGL Alphabet Inc Communication Services 1,007.0 $360K 0.21% -317K -99.7% $357.37 -3.0%
66 FLRN Spdr Blmbrg Brcly Inv Gr 11,628.0 $359K 0.21% -322K -96.5% $30.85 -0.0%
67 AOR Ishares Core Growth 4,964.0 $345K 0.20% -434K -98.9% $69.50 +0.6%
68 AOA Ishares Core Aggressive 3,220.0 $314K 0.19% -284K -98.9% $97.61 +1.5%
69 GOOG Alphabet Inc 767.0 $271K 0.16% NEW $353.33
70 IEMG Ishares Core Msci 3,158.0 $262K 0.16% -209K -98.5% $82.85 -1.2%
71 IWD iShares Russell 1000 Value ETF 966.0 $234K 0.14% -211K -99.5% $242.38 +6.6%
72 BIV Vanguard Bond Index Fund Inter 3,018.0 $231K 0.14% -228K -98.7% $76.70 -1.7%
73 IVV iShares:S&P 500 Index 307.0 $230K 0.14% -219K -99.9% $748.98 +3.2%
74 JNJ Johnson & Johnson Healthcare 897.0 $228K 0.14% NEW $253.93 +5.6%
75 IGSB Ishares Short Term 3,833.0 $201K 0.12% -196K -98.1% $52.41 -0.6%
76 SPHY Spdr Portfolio High 8,544.0 $200K 0.12% NEW $23.44 -0.5%
Page 4 of 4  ·  76 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 41.8%
Financial Services 30.5%
Healthcare 13.7%
Energy 8.2%
Communication Services 5.6%