StockDriftsStockDriftsTop 50 Valley Financial Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 22.46% | 60.8K | $45.5M | +1.88%(+1.12K) | $510.24(+53.16%) | 2026-06-30 | |
| EVTR | MORGAN STANLEY ETF TRUST | 13.46% | 538.3K | $27.3M | +3.67%(+19.03K) | $51.24(-1.79%) | 2026-06-30 | |
| QMOM | EA SERIES TRUST | 9.19% | 236.6K | $18.6M | +0.58%(+1.37K) | $56.04(+37.94%) | 2026-06-30 | |
| QVAL | EA SERIES TRUST | 9.11% | 333.2K | $18.5M | +1.46%(+4.78K) | $42.80(+42.24%) | 2026-06-30 | |
| BRIE | MFS ACTIVE EXCHANGE TRADED F | 7.21% | 482.4K | $14.6M | +1.88%(+8.89K) | $26.54(+17.73%) | 2026-06-30 | |
| FENI | FIDELITY COVINGTON TRUST | 7.09% | 358.1K | $14.4M | +3.14%(+10.89K) | $36.05(+16.46%) | 2026-06-30 | |
| GRNY | TIDAL TRUST I | 4.72% | 346.1K | $9.6M | +3.63%(+12.14K) | $24.86(+13.49%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.9% | 70.3K | $5.9M | -1.56%(-1.11K) | $55.87(+53.41%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.02% | 11.1K | $4.1M | -2.53%(-287) | $235.72(+63.03%) | 2026-06-30 | |
| BOXX | EA SERIES TRUST | 1.76% | 30.5K | $3.6M | +8.79%(+2.46K) | $111.53(+5.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +31.67% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.77% |
Valley Financial Group INC reports $202.79M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are IVV (22.5%), EVTR (13.5%) and QMOM (9.2%). The top 20 holdings account for 89.87% of reported assets. Its disclosed equity book has returned +31.67% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Valley Financial Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010327). View Valley Financial Group INC’s 13F filings on SEC