# EDGAR Filing Document

**Accession Number:** 0002010327
**File Stem:** 0002010327-26-000002
**Filing Date:** 2026-5
**Character Count:** 10154
**Document Hash:** 446db187efca337a7e8765a1d70b9121
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002010327-26-000002.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0002010327-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Valley Financial Group, Inc.
- **CENTRAL INDEX KEY:** 0002010327

**ORGANIZATION NAME:**
- **EIN:** 233048301
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23812
- **FILM NUMBER:** 26985967

**BUSINESS ADDRESS:**
- **STREET 1:** 311 LINDENWOLD AVE
- **CITY:** AMBLER
- **STATE:** PA
- **ZIP:** 19002
- **BUSINESS PHONE:** 215-947-9190

**MAIL ADDRESS:**
- **STREET 1:** 311 LINDENWOLD AVE
- **CITY:** AMBLER
- **STATE:** PA
- **ZIP:** 19002

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Valley Financial Group Inc.<br>**Address:** 311 LINDENWOLD AVE<br>AMBLER, PA 19002

**Form 13F File Number:** 028-23812

**CRD Number (if applicable):** 000312254

**SEC File Number (if applicable):** 801-120325

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** JORDAN GREEN<br>**Title:** Counsel<br>**Phone:** 6098810101

**Signature, Place, and Date of Signing:**

JORDAN GREEN  Stone Harbor, NJ  05-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 63

**Form 13F Information Table Value Total:** $185303687

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 285561 | 993 | SH |  | SOLE |  | 0 | 0 | 993 |
| AMAZON COM INC | COM | 023135106 |  | 356012 | 1709 | SH |  | SOLE |  | 0 | 0 | 1709 |
| APPLE INC | COM | 037833100 |  | 1982495 | 7812 | SH |  | SOLE |  | 0 | 0 | 7812 |
| AT INC | COM | 00206R102 |  | 573222 | 19773 | SH |  | SOLE |  | 0 | 0 | 19773 |
| BLACKROCK CORE BD TR | SHS BEN INT | 09249E101 |  | 188440 | 20572 | SH |  | SOLE |  | 0 | 0 | 20572 |
| EA SERIES TRUST | US QUAN MOMENTUM | 02072L409 |  | 16070599 | 235260 | SH |  | SOLE |  | 0 | 0 | 235260 |
| EA SERIES TRUST | US QUAN VALUE | 02072L102 |  | 17123760 | 328410 | SH |  | SOLE |  | 0 | 0 | 328410 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 |  | 3255887 | 27998 | SH |  | SOLE |  | 0 | 0 | 27998 |
| EA SERIES TRUST | ALPHA ARCHITECT | 02072L631 |  | 1172500 | 48844 | SH |  | SOLE |  | 0 | 0 | 48844 |
| EA SERIES TRUST | INTL QUAN VALUE | 02072L201 |  | 1523850 | 44872 | SH |  | SOLE |  | 0 | 0 | 44872 |
| EA SERIES TRUST | ALPHA ARCHITECT | 02072L508 |  | 419229 | 13374 | SH |  | SOLE |  | 0 | 0 | 13374 |
| EA SERIES TRUST | INTL QUAN MOMNTM | 02072L300 |  | 1553206 | 38997 | SH |  | SOLE |  | 0 | 0 | 38997 |
| EA SERIES TRUST | ALPHA ARCHITECT | 02072L516 |  | 1361162 | 14997 | SH |  | SOLE |  | 0 | 0 | 14997 |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 |  | 12917668 | 347249 | SH |  | SOLE |  | 0 | 0 | 347249 |
| FIDELITY COVINGTON TRUST | LOW VOLITY ETF | 316092824 |  | 358959 | 5558 | SH |  | SOLE |  | 0 | 0 | 5558 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 1057517 | 23181 | SH |  | SOLE |  | 0 | 0 | 23181 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 |  | 638390 | 12817 | SH |  | SOLE |  | 0 | 0 | 12817 |
| FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | 30290Y101 |  | 83048 | 16284 | SH |  | SOLE |  | 0 | 0 | 16284 |
| INVESCO EXCH TRADED FD TR II | SHORT TERM TREAS | 46138G888 |  | 725524 | 6874 | SH |  | SOLE |  | 0 | 0 | 6874 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1020166 | 1768 | SH |  | SOLE |  | 0 | 0 | 1768 |
| IRON MTN INC DEL | COM | 46284V101 |  | 209183 | 2048 | SH |  | SOLE |  | 0 | 0 | 2048 |
| ISHARES TR | CORE S ETF | 464287200 |  | 38994255 | 59696 | SH |  | SOLE |  | 0 | 0 | 59696 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1335897 | 10747 | SH |  | SOLE |  | 0 | 0 | 10747 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 490118 | 5046 | SH |  | SOLE |  | 0 | 0 | 5046 |
| ISHARES TR | USD INV GRDE ETF | 464288620 |  | 421648 | 8231 | SH |  | SOLE |  | 0 | 0 | 8231 |
| ISHARES TR | CORE 30/70 CONSE | 464289883 |  | 283319 | 7103 | SH |  | SOLE |  | 0 | 0 | 7103 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 419186 | 3949 | SH |  | SOLE |  | 0 | 0 | 3949 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 440858 | 4441 | SH |  | SOLE |  | 0 | 0 | 4441 |
| ISHARES U S ETF TR | SHORT DURATION B | 46431W507 |  | 460768 | 9064 | SH |  | SOLE |  | 0 | 0 | 9064 |
| MCKESSON CORP | COM | 58155Q103 |  | 209417 | 242 | SH |  | SOLE |  | 0 | 0 | 242 |
| MERCK  CO INC | COM | 58933Y105 |  | 202455 | 1683 | SH |  | SOLE |  | 0 | 0 | 1683 |
| META PLATFORMS INC | CL A | 30303M102 |  | 332414 | 581 | SH |  | SOLE |  | 0 | 0 | 581 |
| MFS ACTIVE EXCHANGE TRADED F | BLENDED RESEARCH | 55286W801 |  | 12802674 | 473472 | SH |  | SOLE |  | 0 | 0 | 473472 |
| MICROSOFT CORP | COM | 594918104 |  | 516567 | 1395 | SH |  | SOLE |  | 0 | 0 | 1395 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 253932 | 1543 | SH |  | SOLE |  | 0 | 0 | 1543 |
| MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | 61774R841 |  | 26351084 | 519233 | SH |  | SOLE |  | 0 | 0 | 519233 |
| MORGAN STANLEY ETF TRUST | CALVERT ULT SHR | 61774R601 |  | 2900063 | 57308 | SH |  | SOLE |  | 0 | 0 | 57308 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 432922 | 2482 | SH |  | SOLE |  | 0 | 0 | 2482 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 324595 | 2219 | SH |  | SOLE |  | 0 | 0 | 2219 |
| PFIZER INC | COM | 717081103 |  | 243706 | 8679 | SH |  | SOLE |  | 0 | 0 | 8679 |
| PIMCO HIGH INCOME FD | COM SHS | 722014107 |  | 109171 | 23579 | SH |  | SOLE |  | 0 | 0 | 23579 |
| SALESFORCE INC | COM | 79466L302 |  | 230351 | 1234 | SH |  | SOLE |  | 0 | 0 | 1234 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 1762543 | 72622 | SH |  | SOLE |  | 0 | 0 | 72622 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 328107 | 10695 | SH |  | SOLE |  | 0 | 0 | 10695 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 287677 | 4696 | SH |  | SOLE |  | 0 | 0 | 4696 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1326274 | 3082 | SH |  | SOLE |  | 0 | 0 | 3082 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 |  | 797851 | 17008 | SH |  | SOLE |  | 0 | 0 | 17008 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 886949 | 1364 | SH |  | SOLE |  | 0 | 0 | 1364 |
| TIDAL TRUST I | FUNDSTRAT GRANNY | 886364231 |  | 7970957 | 333932 | SH |  | SOLE |  | 0 | 0 | 333932 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 328598 | 4191 | SH |  | SOLE |  | 0 | 0 | 4191 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 3638146 | 11341 | SH |  | SOLE |  | 0 | 0 | 11341 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 783388 | 1311 | SH |  | SOLE |  | 0 | 0 | 1311 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 273706 | 1045 | SH |  | SOLE |  | 0 | 0 | 1045 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 580042 | 6539 | SH |  | SOLE |  | 0 | 0 | 6539 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 222245 | 1133 | SH |  | SOLE |  | 0 | 0 | 1133 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 5363841 | 71423 | SH |  | SOLE |  | 0 | 0 | 71423 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 474005 | 9501 | SH |  | SOLE |  | 0 | 0 | 9501 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 3483522 | 59507 | SH |  | SOLE |  | 0 | 0 | 59507 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 2068868 | 26099 | SH |  | SOLE |  | 0 | 0 | 26099 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 1018739 | 13212 | SH |  | SOLE |  | 0 | 0 | 13212 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 |  | 512072 | 5063 | SH |  | SOLE |  | 0 | 0 | 5063 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 2351092 | 46835 | SH |  | SOLE |  | 0 | 0 | 46835 |
| VICTORY PORTFOLIOS II | VICTORYSHS US | 92647N691 |  | 213287 | 3771 | SH |  | SOLE |  | 0 | 0 | 3771 |

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