Valley Brook Capital Group, Inc.

All 13F Filings

Location
Venetia, PA
Most recent 13F
Q2 2026
Holdings value ($000)
176,312
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/27/2026 120 176,312 13F-HR Valley Brook Capital Group, Inc.
Q1 2026 5/8/2026 112 149,158 13F-HR Valley Brook Capital Group, Inc.
Q4 2025 1/23/2026 120 151,122 13F-HR Valley Brook Capital Group, Inc.
Q3 2025 11/4/2025 124 148,751 13F-HR Valley Brook Capital Group, Inc.
Q2 2025 7/25/2025 115 133,600 13F-HR Valley Brook Capital Group, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 170 K 96.4% 25.2 K 0 25.2 K
ETFs 6.322 K 3.6% 1.951 K 0 1.951 K
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Fund Snapshot

Q2 2026
Latest filed
7/27/2026
Total value ($000)
176,312
Holdings
120
QoQ value change ($000)
27,154 (18.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.