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CIK: 0000924166
Total reported value
$1.7B
$1.7B
359 檔
13.6%
At the close of Q4 2025, Valley Wealth Managers, Inc. disclosed equity holdings valued at approximately $1.7B, spread across 359 reported holdings.
In Q4 2025, Valley Wealth Managers, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 359 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.72% | -0.01% | +5.94% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.35% | +0.08% | +0.08% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.03% | +0.14% | -1.74% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.62% | +0.19% | -3.78% | |
| 5 | STX | Seagate Technology Holdings plc | Stock-Tech | 2.34% | +1.48% | -5.34% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.18% | +2.60% | |
| 7 | MS | Morgan Stanley | Stock-Financials | 2.20% | +0.25% | -0.92% | |
| 8 | AIQ | Global X Art Intel & Tech | ETF-Tech | 2.12% | +0.09% | +1.16% | |
| 9 | TPR | Tapestry Inc | Stock-Consumer Disc | 2.11% | -0.10% | -1.30% | |
| 10 | GLW | Corning Inc | Stock-Tech | 2.05% | -0.10% | -3.48% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 1.96% | +0.62% | +0.47% | |
| 12 | COR | Cencora Inc | Stock-Healthcare | 1.86% | -0.24% | -0.02% | |
| 13 | CFG | Citizens Financial Group | Stock-Financials | 1.84% | — | -1.19% | |
| 14 | AMGN | Amgen Inc | Stock-Healthcare | 1.78% | -0.09% | +0.70% | |
| 15 | HAS | Hasbro Inc | Stock-Consumer Disc | 1.74% | -0.37% | +1.42% | |
| 16 | NXST | Nexstar Media Group Inc | Stock-Comm Services | 1.72% | -0.10% | +22.42% | |
| 17 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.64% | +0.41% | -0.39% | |
| 18 | HUBB | Hubbell Inc | Stock-Industrials | 1.61% | -0.08% | +1.00% | |
| 19 | LRGG | Nomura Focused Large Growth | ETF-Other | 1.61% | -0.05% | +1.30% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.59% | — | +5.62% | |
| 21 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.54% | -0.23% | +0.59% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 1.52% | -0.08% | +21.58% | |
| 23 | MET | Metlife Inc | Stock-Financials | 1.52% | +0.14% | +3.65% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.49% | -0.45% | +5.80% | |
| 25 | AIZ | Assurant Inc | Stock-Financials | 1.49% | +0.17% | +0.95% | |
| 26 | CACI | Caci International Inc -cl A | Stock-Tech | 1.48% | -0.33% | -6.04% | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.48% | +0.03% | +2.27% | |
| 28 | HON | Honeywell International Inc | Stock-Industrials | 1.43% | -1.70% | EXIT | |
| 29 | ACN | Accenture plc | Stock-Tech | 1.34% | -0.34% | +2.42% | |
| 30 | PGR | Progressive CORP | Stock-Financials | 1.34% | +0.04% | +1.91% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 1.31% | +0.26% | -5.11% | |
| 32 | DELL | Dell Technologies -c | Stock-Tech | 1.29% | +0.81% | +0.06% | |
| 33 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.29% | -0.12% | +2.16% | |
| 34 | KR | Kroger Co | Stock-Consumer Staples | 1.27% | -0.46% | — | |
| 35 | NFG | National Fuel Gas Co | Stock-Energy | 1.25% | -0.32% | +3.33% | |
| 36 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.25% | -0.35% | +6.20% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 1.22% | -0.44% | -13.39% | |
| 38 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 1.20% | -0.05% | +4.79% | |
| 39 | PFE | Pfizer Inc | Stock-Healthcare | 1.18% | -0.31% | -7.78% | |
| 40 | DOX | Amdocs Limited | Stock-Tech | 1.16% | -0.01% | -3.41% | |
| 41 | CI | THE Cigna Group | Stock-Healthcare | 1.12% | -1.14% | +3.11% | |
| 42 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 1.06% | -0.24% | -16.63% | |
| 43 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.90% | -0.05% | -44.51% | |
| 44 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.82% | -0.05% | +6.76% | |
| 45 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.81% | -0.02% | +19594500.00% | |
| 46 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.75% | — | -12.92% | |
| 47 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.70% | — | +7.18% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.70% | -0.91% | +6.96% | |
| 49 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.69% | -0.04% | +7.15% | |
| 50 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 0.55% | -0.04% | +7.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KRE | Ss Spdr S&p Regional Bank | +0.8% | +19594500.00% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -3.78% | Trim |
| 3 | NXST | Nexstar Media Group Inc | +0.3% | +22.42% | Add |
| 4 | TXN | Texas Instruments Inc | +0.3% | +24963.81% | Add |
| 5 | DAL | Delta Air Lines Inc | +0.3% | -0.39% | Trim |
| 6 | HON | Honeywell International Inc | +0.3% | +33.91% | Add |
| 7 | AMGN | Amgen Inc | +0.2% | +0.70% | Add |
| 8 | ROST | Ross Stores Inc | +0.2% | +0.59% | Add |
| 9 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +2.27% | Add |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +0.47% | Add |
| 11 | STX | Seagate Technology Holdings plc | +0.2% | -5.34% | Trim |
| 12 | TPR | Tapestry Inc | +0.2% | -1.30% | Trim |
| 13 | MS | Morgan Stanley | +0.2% | -0.92% | Trim |
| 14 | VONG | Vanguard Russell 1000 Growth | +0.1% | +5.94% | Add |
| 15 | AIZ | Assurant Inc | +0.1% | +0.95% | Add |
| 16 | AAPL | Apple Inc | +0.1% | +0.08% | Add |
| 17 | HAS | Hasbro Inc | +0.1% | +1.42% | Add |
| 18 | ACN | Accenture plc | +0.1% | +2.42% | Add |
| 19 | FBND | Fidelity Total Bond ETF | +0.1% | +149.54% | Add |
| 20 | CFG | Citizens Financial Group | +0.1% | -1.19% | Trim |
| 21 | COR | Cencora Inc | +0.1% | -0.02% | Trim |
| 22 | APH | Amphenol Corp-cl A | +0.1% | +110.33% | Add |
| 23 | LLY | Eli Lilly & Co | +0.1% | +5.05% | Add |
| 24 | GIS | General Mills Inc | +0.1% | +56.76% | Add |
| 25 | VTV | Vanguard Value ETF | +0.1% | +5.62% | Add |
| 26 | CRM | Salesforce Inc | 0% | -5.11% | Trim |
| 27 | AIQ | Global X Art Intel & Tech | 0% | +1.16% | Add |
| 28 | AVGO | Broadcom Inc | — | -1.74% | Trim |
| 29 | SNPS | Synopsys Inc | -0.1% | -66.02% | Trim |
| 30 | VICI | Vici Properties Inc | -0.1% | -19.27% | Trim |
| 31 | PGR | Progressive CORP | -0.1% | +1.91% | Add |
| 32 | PFE | Pfizer Inc | -0.2% | -7.78% | Trim |
| 33 | TMUS | T-mobile US Inc | -0.2% | +6.20% | Add |
| 34 | MSFT | Microsoft CORP | -0.2% | +2.60% | Add |
| 35 | NFG | National Fuel Gas Co | -0.2% | +3.33% | Add |
| 36 | DELL | Dell Technologies -c | -0.2% | +0.06% | Add |
| 37 | CVX | Chevron CORP | -0.3% | -13.39% | Trim |
| 38 | PYPL | Paypal Holdings Inc | -0.3% | -12.92% | Trim |
| 39 | ORCL | Oracle CORP | -0.3% | +21.58% | Add |
| 40 | STWD | Starwood Property Trust Inc | -0.4% | -16.63% | Trim |
| 41 | CAT | Caterpillar Inc | -0.4% | -97.66% | Trim |
| 42 | TAP | Molson Coors Beverage Co - B | -0.7% | -99.83% | Trim |
| 43 | KBWB | Invesco Kbw Bank ETF | -0.7% | -44.51% | Trim |
| 44 | JPST | Jpmorgan Ultra-short Income | -0.8% | -60.02% | Trim |
| 45 | SON | Sonoco Products Co | -1.4% | -99.90% | Trim |
| 46 | KR | Kroger Co | — | NEW | New buy |
| 47 | R | Ryder System Inc | — | NEW | New buy |
| 48 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | — | NEW | New buy |
| 49 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 50 | PAVE | Global X US Infrastructure | — | NEW | New buy |
According to official SEC Form 13F filings, Valley Wealth Managers, Inc. reported a total U.S. public equity portfolio value of $1.7B across 359 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VONG, AAPL, AVGO) accounted for 13.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
KR
市值: $19.8M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $2.0M
During Q4 2025, Valley Wealth Managers, Inc.'s top holdings by market value included VONG (3.7%)、AAPL (3.4%)、AVGO (3.0%). The largest single position, VONG, represented 3.7% of total portfolio value.
In Q4 2025, Valley Wealth Managers, Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 25 positions, trimming 20 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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