VF

Valley Financial Group, Inc.

13F
Valley Financial Group, Inc.
Last update 2025-05-15 57 Stocks (1 new)
Value $151.00 Mil Turnover 7 %
Countries:
Top Holdings: IVV(17.87%)CVSB(11.29%)VEU(9.40%)CAOS(7.63%)QVAL(5.95%)
Summary Stock Picks Current Portfolio
Valley Financial Group, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
47,933
26,933.5
+8.85%
17.870
+1.45%
0.000
+18.69%
+8.78%
641,272.0
 
CVSB
Calvert Ultra-Short Investment Grade ETF
Calvert Ultra-Short Investment Grade ETF
336,107
17,008.7
+9.07%
11.290
+0.94%
9.740
+1.36%
+2.57%
177.7
 
VEU
Vanguard FTSE All-World ex-US ETF
233,441
14,160.5
+10.40%
9.400
+0.89%
0.040
+14.00%
+21.56%
45,404.4
 
CAOS
Alpha Architect Tail Risk ETF
130,767
11,501.2
+12.46%
7.630
+0.85%
3.100
+0.05%
+1.48%
417.9
 
QVAL
Alpha Architect U.S. Quantitative Value ETF
Alpha Architect U.S. Quantitative Value ETF
210,056
8,958.9
+10.26%
5.950
+0.55%
2.490
+13.01%
+1.25%
386.9
 
QMOM
Alpha Architect U.S. Quantitative Momentum ETF
Alpha Architect U.S. Quantitative Momentum ETF
139,207
8,268.9
+12.03%
5.490
+0.59%
2.780
+10.93%
-0.85%
346.0
 
EVTR
MORGAN STANLEY ETF
120,251
6,088.3
+15.76%
4.040
+0.55%
0.360
+2.42%
+4.08%
2,208.9
 
IVAL
Alpha Architect International Quantitative Value ETF
Alpha Architect International Quantitative Value ETF
218,478
5,579.9
+10.32%
3.700
+0.35%
4.240
+12.67%
+21.90%
166.3
 
IMOM
Alpha Architect International Quantitative Momentum ETF
Alpha Architect International Quantitative Momentum ETF
182,350
5,144.1
+11.78%
3.410
+0.36%
5.980
+17.57%
+28.06%
109.6
 
VTI
Vanguard Total Stock Market ETF
16,075
4,417.9
-6.59%
2.930
-0.23%
0.000
+18.81%
+8.38%
477,864.8
 

Valley Financial Group, Inc.'s Historical Top Holdings Breakdowns

Valley Financial Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+1.45%
●
554.06 ($590.51) 615.85
$636.40
7.77%
Add 8.85%
47,933
3,898
CVSB
Calvert Ultra-Short Investment Grade ETF
Calvert Ultra-Short Investment Grade ETF
2025-03-31
Add
Add
+0.94%
●
50.6 ($50.75) 50.86
$50.76
0.02%
Add 9.07%
336,107
27,961
VEU
Vanguard FTSE All-World ex-US ETF
2025-03-31
Add
Add
+0.89%
●
56.51 ($60.25) 62.98
$69.08
14.66%
Add 10.4%
233,441
21,989
CAOS
Alpha Architect Tail Risk ETF
2025-03-31
Add
Add
+0.85%
●
87.4 ($87.81) 88.16
$88.83
1.16%
Add 12.46%
130,767
14,488
QMOM
Alpha Architect U.S. Quantitative Momentum ETF
Alpha Architect U.S. Quantitative Momentum ETF
2025-03-31
Add
Add
+0.59%
●
55.52 ($63.68) 69.21
$63.58
-0.15%
Add 12.03%
139,207
14,948
QVAL
Alpha Architect U.S. Quantitative Value ETF
Alpha Architect U.S. Quantitative Value ETF
2025-03-31
Add
Add
+0.55%
●
41.45 ($44.52) 46.58
$44.92
0.89%
Add 10.26%
210,056
19,553
EVTR
MORGAN STANLEY ETF
2025-03-31
Add
Add
+0.55%
●
49.32 ($50.31) 50.97
$50.73
0.83%
Add 15.76%
120,251
16,374
IMOM
Alpha Architect International Quantitative Momentum ETF
Alpha Architect International Quantitative Momentum ETF
2025-03-31
Add
Add
+0.36%
●
26.36 ($28.31) 29.81
$34.00
20.10%
Add 11.78%
182,350
19,224
IVAL
Alpha Architect International Quantitative Value ETF
Alpha Architect International Quantitative Value ETF
2025-03-31
Add
Add
+0.35%
●
23.44 ($24.92) 26.38
$28.79
15.53%
Add 10.32%
218,478
20,433
VTI
Vanguard Total Stock Market ETF
2025-03-31
Reduce
Reduce
-0.23%
●
271.18 ($290.53) 303.12
$312.04
7.40%
Reduce -6.59%
16,075
-1,134

Valley Financial Group, Inc. Total Holding History ($B)

To

Valley Financial Group, Inc.'s Asset Allocation

To

Valley Financial Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Valley Financial Group, Inc.'s Hypothetical Growth since 2025-03-31

Valley Financial Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Valley Financial Group, Inc.'s Holdings Heat Map

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Valley Financial Group, Inc.'s Holdings Bubble Chart

Valley Financial Group, Inc. News

  • 1

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