Valpey Financial Services, LLC Portfolio Holdings
Valpey Financial Services, LLC
- $153 Billion
- Q3 2025
Valpey Financial Services, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $153 Billion distributed in 72 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $8.36B, Vanguard Value ETF with a value of $8.19B, Schwab Strategic Tr Us Large C with a value of $8.02B, Vanguard Total International B with a value of $6.52B, and Schwab Strategic Tr Us Large C with a value of $6.04B.
Examining the 13F form we can see an increase of $8.18B in the current position value, from $145B to 153B.
Valpey Financial Services, LLC is based out at Concord, NH
Below you can find more details about Valpey Financial Services, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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