SEC 13F Intelligence

Managers / Q1 2026

Valpey Financial Services, LLC

CIK 0002077991 · 100 N MAIN ST, #500, CONCORD, NH, 03301 · (603) 856-7945

Reported Value
Under review
reported total failed a data-quality check
Positions
75
Filings on Record
5
2019–present window
Filed
May 11, 2026
original filing

Summary

Compared with Q4 2025, the fund opened 3 new positions and exited 0.

Reported Value by Quarter

13F Reported Value
Q2 ’25: $145MQ2 ’25Q3 ’25: $153MQ3 ’25filingsflow.com

Portfolio Composition

By security type
ETP: 97.1%Common Stock: 2.9%
  • ETP · 97.1% · $149M
  • Common Stock · 2.9% · $4M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AAPLAPPLE INCNEW+3.3K3.3K+$839,080$839,080
GOOGALPHABET INCNEW+767767+$220,021$220,021
JNJJOHNSON & JOHNSONNEW+896896+$219,141$219,141
SPDR S&P 500 ETF TRTRIMMED1.61M2.1K+$1M$1M
ISHARES TRTRIMMED218.9K320+$208,719$209,039
VANGUARD INDEX FDSTRIMMED703.2K1.1K+$364,338$366,439
VUGVANGUARD INDEX FDSTRIMMED8.15M17.2K+$7M$7M
ISHARES TRTRIMMED356.1K735+$312,650$313,404

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

18 positions
#IssuerClass% PortfolioValueShares
1SCHWAB STRATEGIC TRUS LCAP GR ETF · US LCAP VA ETF · SHT TM US TRES · INTL EQTY ETF · US MID-CAP ETF · US AGGREGATE B · US SML CAP ETF · US TIPS ETF24.08%$37M1.36M
2VTVVANGUARD INDEX FDSVALUE ETF · GROWTH ETF · MID CAP ETF · SM CP VAL ETF · SMALL CP ETF16.45%$25M97.7K
3ISHARES TRCORE S&P US GWT · CORE US AGGBD ET · CORE S&P US VLU · TIPS BD ETF · MSCI EAFE ETF · CORE S&P MCP ETF · CORE S&P SCP ETF · CORE INTL AGGR · 1 3 YR TREAS BD · SP SMCP600VL ETF · CORE MSCI INTL · S&P 500 GRWT ETF · S&P 500 VAL ETF14.64%$23M225.2K
4VUSBVANGUARD BD INDEX FDSTOTAL BND MRKT · SHORT TRM BOND · VANGUARD ULTRA7.03%$11M147.3K
5VGSHVANGUARD SCOTTSDALE FDSVNG RUS1000VAL · TOTAL CORP BND · VNG RUS1000GRW · SHORT TERM TREAS5.66%$9M102.9K
6VANGUARD CHARLOTTE FDSTOTAL INT BD ETF4.44%$7M142.1K
7VANGUARD INTL EQUITY INDEX FALLWRLD EX US · FTSE EMR MKT ETF4.39%$7M97.3K
8VANGUARD STAR FDSVG TL INTL STK F3.74%$6M74.6K
9SPDR INDEX SHS FDSPORTFOLIO DEVLPD3.51%$5M118.4K
10VANGUARD ADMIRAL FDS INCMIDCP 400 IDX · SMLLCP 600 IDX2.87%$4M38.5K
11SPDR SERIES TRUSTSTATE STREET SPD2.39%$4M59.4K
12INVESCO EXCH TRADED FD TR IISR LN ETF1.61%$2M121.5K
13SPDR S&P 500 ETF TRTR UNIT0.89%$1M2.1K
14VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.64%$990,49315.5K
15MSFTMICROSOFT CORPCOM0.59%$909,2172.5K
16AAPLAPPLE INCCOM0.55%$839,0803.3K
17IBMINTERNATIONAL BUSINESS MACHSCOM0.46%$709,4752.9K
18EXMOCEXXON MOBIL CORPCOM0.42%$651,8333.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026Under review75May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025Under review72Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$153M72Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$145M67Jul 22, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.