Valley Financial Group, Inc. Portfolio Holdings

Valley Financial Group, Inc.

  • $176 Billion
  • Q3 2025

Valley Financial Group, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $176 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $34.2B, Morgan Stanley ETF Trust with a value of $18.3B, Vanguard Ftse All World Ex Us with a value of $17.8B, Ea Series Trust with a value of $12.8B, and Ea Ser Tr Alpha Architect U S with a value of $10.7B.

Examining the 13F form we can see an increase of $11.3B in the current position value, from $165B to 176B.

Valley Financial Group, Inc. is based out at Ambler, PA

Below you can find more details about Valley Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $176 Billion
ETFs: $124 Billion
Communication Services: $3.45 Billion
Technology: $2.76 Billion
Financial Services: $825 Million
Consumer Cyclical: $360 Million
Healthcare: $227 Million
Industrials: $215 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$1.2 Billion 0.68% of portfolio
4,694
Q3 2025 Reduced 1.39%
$3.78T
$689 Million 0.39% of portfolio
1,330
Q3 2025 Added 1.76%
$465B
$478 Million 0.27% of portfolio
2,560
Q3 2025 New
$1.37T
$426 Million 0.24% of portfolio
580
Q3 2025 Added 3.2%
$342B
$397 Million 0.23% of portfolio
2,178
Q3 2025 Added 0.05%
$2.39T
$360 Million 0.2% of portfolio
1,637
Q3 2025 Added 6.92%
$1.65T
$290 Million 0.16% of portfolio
1,194
Q3 2025 New
$270B
$248 Million 0.14% of portfolio
1,562
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $176 Billion
  • Prior Value $165 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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