Valley Financial Group, Inc. reported 62 holdings worth US$203M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Valley Financial Group, Inc. reported 62 holdings worth US$203M as of Jun 30, 2026. Largest: Apple Inc, Verizon Communications Inc. and Nvidia Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 62
- Value as reported
- US$203M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 7,747 | US$2.24M | 1.1% |
| Verizon Communications Inc. | 46,701 | US$1.98M | 0.98% |
| Nvidia Corporation | 2,677 | US$536K | 0.26% |
| Microsoft Corp. | 1,295 | US$483K | 0.24% |
| At&t Inc. | 19,894 | US$412K | 0.20% |
| Amazon.com, Inc. | 1,583 | US$377K | 0.19% |
| Alphabet Inc (google) Class C | 885 | US$316K | 0.16% |
| Meta Platforms, Inc. | 561 | US$316K | 0.16% |
| Iron Mountain Incorporated (delaware) | 1,998 | US$252K | 0.12% |
| Merck & Company, Inc. | 1,683 | US$216K | 0.11% |
| Boeing Company (the) | 998 | US$216K | 0.11% |
| Fs Kkr Capital Corp. | 10,199 | US$107K | 0.05% |
| Pfizer, Inc. | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Mckesson Corporation | 0 | US$0 | 0.00% |
| Morgan Stanley | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |