Institutional
Valpey Financial Services, LLC
CIK 0002077991
$0
Reported AUM
0
Positions
Q1 2026
Period
2026-05-11
Filed
The Brief · Valpey Financial Services, LLC · Q1 2026
AI · grounded in 13F
Valpey Financial Services, LLC reported no active positions for the period ending March 31, 2026. The fund added no new holdings and reduced no existing positions relative to the prior quarter. Total assets under management remain at $0.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
No holdings ingested yet.
Source: SEC EDGAR · accession 0002077991-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.