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Valley Brook Capital Group, Inc.
Valley Brook Capital Group, Inc. is a registered investment adviser headquartered in Venetia, Pennsylvania, with additional offices in Pittsburgh and Kittanning, PA. Founded under its current name in 2021 (with predecessor operations dating to 2018), the firm offers individualized wealth management and automated investment advisory services to individuals, families, and institutions. Valley Brook provides portfolio management, financial planning, and related advisory services, utilizing research from multiple public sources. The firm's principal owners are Gregory Martik, Jayme Russo, and Robert Pulit. As of 2024, Valley Brook conducts business under both its main name and the MST Wealth Advisors, LLC brand, and maintains a professional relationship with MST CPA firm. Employee count is not explicitly disclosed, but the firm appears boutique-sized, likely with fewer than 20 professionals.
Investment Strategy
Valley Brook Capital Group constructs individualized investment portfolios based on each client’s financial goals and risk tolerance. The firm uses a variety of equity and fixed income investments, including individual stocks, mutual funds, ETFs, and selective alternative assets. Investment selection relies on public performance data and covers in-depth qualitative and quantitative analysis, such as evaluating fund managers’ histories and portfolio structures. Asset allocation typically blends equities, fixed income, real estate, and cash, designed to match the client’s objectives while managing risk. Valley Brook utilizes both top-down market research and bottom-up security analysis, referencing sources like Investor’s Business Daily, The Economist, and Wall Street Journal.
Latest 13F Filing Activity
Valley Brook Capital Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 115 equity positions with a total 13F market value of $134M. The fund increased holdings in Microsoft Corp., Broadcom Inc., Nvidia Corporation among other positions. Valley Brook Capital Group, Inc. reduced exposure to Unitedhealth Group Inc., Apple Inc., Abbvie Inc. among others.
Top Holdings
Equity Positions (115)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 9.19% | $12.3M | 24,696 | $236.65 | $497.41 | +$2.8M |
A AAPL | APPLE INC | 6.67% | $8.9M | 43,421 | $134.51 | $205.17 | -$1.7M |
J JPM | JPMORGAN CHASE & CO. | 3.77% | $5.0M | 17,395 | $143.58 | $289.91 | +$813.4K |
H HD | HOME DEPOT INC | 3.46% | $4.6M | 12,615 | $280.06 | $366.64 | -$109.8K |
N NVDA | NVIDIA CORPORATION | 3.36% | $4.5M | 28,398 | $26.35 | $157.99 | +$1.1M |
Industry Allocation
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