Arkolith/Funds/Valley Financial Group, Inc.

Valley Financial Group, Inc.

CIK 2010327
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Valley Financial Group, Inc. holds a concentrated book of 63 stocks worth $185.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core U.S. Aggregate and trimmed Vanguard Ftse All-World Ex-U. Their largest long position is Ishares Core S&P 500 ETF at 21% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
6
new positions
Added to
28
existing
Trimmed
26
reduced
Sold out
5
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
60%
Top 10 holdings
78%
Top 20 holdings
89%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

5% mapped to company sectors

ETF / fund or unclassified
95%
Information Technology
2%
Communication Services
2%
Financials
1%
Health Care
0%
Consumer Discretionary
0%
Industrials
0%
Real Estate
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

63 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$39.0M59.7K
21.0%
+3.9%
Added · +2K sh
2Morgan Stanley ETF Trust
EATON VANCE TOTA
$26.4M519.2K
14.2%
+4.5%
Added · +22K sh
3Ea Series Trust
US QUAN VALUE
$17.1M328.4K
9.2%
+3.0%
Added · +9K sh
4Ea Series Trust
US QUAN MOMENTUM
$16.1M235.3K
8.7%
+3.4%
Added · +8K sh
5Fidelity Covington Trust
ENHANCED INTL
$12.9M347.2K
7.0%
+5.9%
Added · +19K sh
6MFS Active Exchange Traded F
BLENDED RESEARCH
$12.8M473.5K
6.9%
+4.8%
Added · +22K sh
7Tidal Trust I
FUNDSTRAT GRANNY
$8.0M333.9K
4.3%
+7.4%
Added · +23K sh
8Vanguard Intl Equity Index F
ALLWRLD EX US
$5.4M71.4K
2.9%
−3.7%
Reduced · −3K sh
9Vanguard Index FDS
TOTAL STK MKT
$3.6M11.3K
2.0%
+12%
Added · +1K sh
10Vanguard Scottsdale FDS
SHORT TERM TREAS
$3.5M59.5K
1.9%
−2.1%
Reduced · −1K sh
11Ea Series Trust
ALPHA ARCH 1-3
$3.3M28.0K
1.8%
+119%
Added · +15K sh
12Morgan Stanley ETF Trust
CALVERT ULT SHR
$2.9M57.3K
1.6%
−2.6%
Reduced · −2K sh
13Verizon Communications Inc
COM
$2.4M46.8K
1.3%
−0.2%
Reduced · −98 sh
14Vanguard Scottsdale FDS
SHRT TRM CORP BD
$2.1M26.1K
1.1%
+3.3%
Added · +825 sh
15Apple Inc
COM
$2.0M7.8K
1.1%
−12%
Reduced · −1K sh
16Schwab Strategic TR
SHT TM US TRES
$1.8M72.6K
1.0%
−7.7%
Reduced · −6K sh
17Ea Series Trust
INTL QUAN MOMNTM
$1.6M39.0K
0.8%
−3.8%
Reduced · −2K sh
18Ea Series Trust
INTL QUAN VALUE
$1.5M44.9K
0.8%
−2.1%
Reduced · −965 sh
19Ea Series Trust
ALPHA ARCHITECT
$1.4M15.0K
0.7%
+1.2%
Added · +177 sh
20Ishares TR
CORE S&P SCP ETF
$1.3M10.7K
0.7%
−0.7%
Reduced · −79 sh
21SPDR Gold TR
GOLD SHS
$1.3M3.1K
0.7%
−0.9%
Reduced · −27 sh
22Ea Series Trust
ALPHA ARCHITECT
$1.2M48.8K
0.6%
−0.4%
Reduced · −210 sh
23Fidelity Merrimack STR TR
TOTAL BD ETF
$1.1M23.2K
0.6%
+5.5%
Added · +1K sh
24Invesco QQQ TR
UNIT SER 1
$1.0M1.8K
0.6%
−2.1%
Reduced · −38 sh
25Vanguard Star FDS
VG TL INTL STK F
$1.0M13.2K
0.5%
+12%
Added · +1K sh
26State STR SPDR S&P 500 ETF T
TR UNIT
$887K1.4K
0.5%
−0.1%
Reduced · −2 sh
27SPDR Index SHS FDS
STATE STREET SPD
$798K17.0K
0.4%
+1.4%
Added · +244 sh
28Vanguard Index FDS
S&P 500 ETF SHS
$783K1.3K
0.4%
+19%
Added · +210 sh
29Invesco Exch Traded FD TR II
SHORT TERM TREAS
$726K6.9K
0.4%
−1.2%
Reduced · −85 sh
30First TR Exchange-Traded FD
FST LOW OPPT EFT
$638K12.8K
0.3%
+5.4%
Added · +660 sh
31Vanguard Index FDS
REAL ESTATE ETF
$580K6.5K
0.3%
+0.4%
Added · +28 sh
32AT&T Inc
COM
$573K19.8K
0.3%
−0.1%
Reduced · −17 sh
33Microsoft Corp
COM
$517K1.4K
0.3%
−24%
Reduced · −442 sh
34Vanguard Wellington FD
SHORT TRM TAX EX
$512K5.1K
0.3%
+49%
Added · +2K sh
35Ishares TR
MSCI EAFE ETF
$490K5.0K
0.3%
+1.8%
Added · +90 sh
36Vanguard Mun BD FDS
TAX EXEMPT BD
$474K9.5K
0.3%
+36%
Added · +3K sh
37Ishares U S ETF TR
SHORT DURATION B
$461K9.1K
0.2%
Held
38Ishares TR
CORE US AGGBD ET
$441K4.4K
0.2%
New
New position
39Nvidia Corporation
COM
$433K2.5K
0.2%
−11%
Reduced · −322 sh
40Ishares TR
USD INV GRDE ETF
$422K8.2K
0.2%
+2.9%
Added · +234 sh
41Ea Series Trust
ALPHA ARCHITECT
$419K13.4K
0.2%
+0.1%
Added · +15 sh
42Ishares TR
NATIONAL MUN ETF
$419K3.9K
0.2%
+14%
Added · +484 sh
43Fidelity Covington Trust
LOW VOLITY ETF
$359K5.6K
0.2%
−4.2%
Reduced · −244 sh
44Amazon Com Inc
COM
$356K1.7K
0.2%
+1.5%
Added · +25 sh
45Meta Platforms Inc
CL A
$332K581
0.2%
−9.4%
Reduced · −60 sh
46Vanguard BD Index FDS
SHORT TRM BOND
$329K4.2K
0.2%
−38%
Reduced · −3K sh
47Schwab Strategic TR
US DIVIDEND EQ
$328K10.7K
0.2%
−10%
Reduced · −1K sh
48Palantir Technologies Inc
CL A
$325K2.2K
0.2%
+0.8%
Added · +17 sh
49Select Sector SPDR TR
STATE STREET ENE
$288K4.7K
0.2%
New
New position
50Alphabet Inc
CAP STK CL A
$286K993
0.2%
−9.1%
Reduced · −99 sh
Showing 50 of 63 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202663$185.3M13F-HR
Q4 2025Dec 31, 2025Feb 18, 202662$178.0M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202565$176.4M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202561$165.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.