Valley Financial Group, Inc.
All 13F Filings
- Location
- Ambler, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 202,787
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 8/14/2026 | 62 | 202,787 | 13F-HR | Valley Financial Group, Inc. |
| Q1 2026 | 5/15/2026 | 63 | 185,304 | 13F-HR | Valley Financial Group, Inc. |
| Q4 2025 | 2/18/2026 | 62 | 178,021 | 13F-HR | Valley Financial Group, Inc. |
| Q3 2025 | 11/14/2025 | 65 | 176,375 | 13F-HR | Valley Financial Group, Inc. |
| Q2 2025 | 8/14/2025 | 61 | 165,063 | 13F-HR | Valley Financial Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 69.9 K | 34.5% | 0 | 3.205 K | -3.205 K |
| ETFs | 132.6 K | 65.4% | 20.77 K | 0 | 20.77 K |
| Debt | 243 | 0.1% | 0 | 86 | -86 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
202,787
Holdings
62
QoQ value change ($000)
17,483
(9.4%)
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.