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
+16.45%
+8.98%
642,461.0
 
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
+1.43%
+2.54%
177.6
 
VEU
Vanguard FTSE All-World ex-US ETF
233,441
14,160.5
+10.40%
9.400
+0.89%
0.040
+11.97%
+20.86%
45,141.4
 
CAOS
Alpha Architect Tail Risk ETF
130,767
11,501.2
+12.46%
7.630
+0.85%
3.100
+0.17%
+1.47%
417.8
 
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
+8.84%
+0.03%
382.3
 
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
+8.61%
-0.87%
344.8
 
EVTR
MORGAN STANLEY ETF
120,251
6,088.3
+15.76%
4.040
+0.55%
0.360
+1.74%
+3.91%
2,205.2
 
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
+10.58%
+20.84%
164.8
 
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
+14.69%
+27.01%
108.8
 
VTI
Vanguard Total Stock Market ETF
16,075
4,417.9
-6.59%
2.930
-0.23%
0.000
+16.45%
+8.47%
478,263.0
 

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
$637.58
7.97%
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
$50.74
-0.01%
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
$68.68
13.99%
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
$63.57
-0.17%
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
$44.38
-0.33%
Add 10.26%
210,056
19,553
EVTR
MORGAN STANLEY ETF
2025-03-31
Add
Add
+0.55%
●
49.32 ($50.31) 50.97
$50.64
0.66%
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
$33.72
19.11%
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
$28.54
14.53%
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
$312.30
7.49%
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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