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Valley Financial Group’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History

Valley Financial Group’s Portfolio QMOM Stock Details QMOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.6M Buy
236,631
+1,371
+0.6% +$106K 9.19% 3
2026
Q1 		$16.1M Buy
235,260
+7,637
+3% +$532K 8.67% 4
2025
Q4 		$14.9M Buy
227,623
+75,186
+49% +$4.9M 8.35% 4
2025
Q3 		$9.82M Buy
152,437
+6,422
+4% +$408K 5.57% 6
2025
Q2 		$9.49M Buy
146,015
+6,808
+5% +$409K 5.75% 6
2025
Q1 		$8.27M Buy
139,207
+14,948
+12% +$952K 5.49% 6
2024
Q4 		$7.97M Buy
124,259
+3,648
+3% +$244K 5.54% 6
2024
Q3 		$7.74M Buy
120,611
+6,069
+5% +$363K 5.41% 6
2024
Q2 		$6.67M Buy
114,542
+7,103
+7% +$412K 4.91% 6
2024
Q1 		$6.35M Sell
107,439
-7,839
-7% -$426K 4.83% 6
2023
Q4 		$5.75M Buy
+115,278
New +$5.22M 4.5% 6

Other funds holding QMOM

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
JWM
JPL Wealth Management Highlands Ranch, Colorado $504M AUM 24.73% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return

Valley Financial Group's QMOM Position: Q2 2026 in Review

Valley Financial Group increased its Alpha Architect US Quantitative Momentum ETF (QMOM) stake by 0.58% in Q2 2026, buying an estimated $106K and bringing the position to 236,631 shares worth $18.6M. The position accounts for 9.19% of the portfolio, ranked #3.

Valley Financial Group first reported a position in QMOM in Q4 2023 and has held it in 11 quarters since. 71 funds tracked by Wall St. Rank hold QMOM as of Q2 2026.

  • Valley Financial Group held 236,631 shares of Alpha Architect US Quantitative Momentum ETF worth $18.6M as of Q2 2026.
  • Valley Financial Group bought 1,371 Alpha Architect US Quantitative Momentum ETF shares in Q2 2026, an estimated $106K.
  • Alpha Architect US Quantitative Momentum ETF made up 9.19% of Valley Financial Group's portfolio in Q2 2026, its #3 holding.
  • Valley Financial Group first reported a position in Alpha Architect US Quantitative Momentum ETF in Q4 2023 and has held it in 11 quarters since.
  • 71 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q2 2026.

Based on Valley Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.