Valley Financial Group, Inc.
Annual return '25
+11.2%
SPY '25
+17.7%
Alpha
-6.5ptsvs SPY
Invested
$185.3M
Holdings
63
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: New position (36.2k shares)
21.0%
02
$EVTR
MORGAN STANLEY ETF TRUST
Q1 2026: New position (67.3k shares)
14.2%
03
$QVAL
EA SERIES TRUST
Held since at least Q1 2024
9.2%
04
$QMOM
EA SERIES TRUST
Held since at least Q1 2024
8.7%
05
$FENI
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
7.0%
06
$BRIE
MFS ACTIVE EXCHANGE TRADED F
Held since at least Q1 2024
6.9%
07
$GRNY
TIDAL TRUST I
Held since at least Q1 2024
4.3%
08
$VEU
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
2.9%
09
$VTI
VANGUARD INDEX FDS
Q1 2026: New position (22.7k shares)
2.0%
10
$VGSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:52 UTC.