Q1 2026 · 13F-HR
Valley Financial Group, Inc.holdings as filed
Filed 2026-05-15 · accession 0002010327-26-000002
$0
Reported value
0
Positions
2026-03-31
Period end
The Brief · Valley Financial Group, Inc. · Q1 2026
AI · grounded in 13F
Valley Financial Group, Inc. closed its position in IVV, reducing its holdings by $39.4M. The fund also exited positions in EVTR and QVAL, representing decreases of $25.6M and $15.6M respectively. In total, the fund reduced 62 positions during the period.
Holdings as filed
No holdings rows on file.
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.