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CIK: 0000924166
Total reported value
$1.7B
$1.7B
316 檔
12.5%
During the Q1 2026 filing period, Valley Wealth Managers, Inc. (CIK: 0000924166) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 316 reported positions.
Valley Wealth Managers, Inc. executed strategic sector rebalancing during Q1 2026, establishing 15 new positions while fully exiting 15 holdings and trimming 86 positions.
Showing top 200 holdings (of 316 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.76% | -0.01% | +11.44% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.00% | +0.08% | -4.76% | |
| 3 | GLW | Corning Inc | Stock-Tech | 2.68% | -0.10% | -16.11% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.29% | +0.14% | -15.69% | |
| 5 | AIQ | Global X Art Intel & Tech | ETF-Tech | 2.25% | +0.09% | +15.03% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 2.25% | — | +37.08% | |
| 7 | HAS | Hasbro Inc | Stock-Consumer Disc | 1.93% | -0.37% | -3.52% | |
| 8 | CSCO | Cisco Systems Inc | Stock-Tech | 1.92% | +0.62% | -2.94% | |
| 9 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.92% | -0.45% | +3.50% | |
| 10 | CFG | Citizens Financial Group | Stock-Financials | 1.82% | — | -3.86% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.81% | +0.19% | -25.00% | |
| 12 | DELL | Dell Technologies -c | Stock-Tech | 1.80% | +0.81% | +5.98% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.80% | -0.18% | +0.62% | |
| 14 | MS | Morgan Stanley | Stock-Financials | 1.76% | +0.25% | -14.31% | |
| 15 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.76% | -0.23% | -5.68% | |
| 16 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.73% | +1.48% | -48.18% | |
| 17 | TPR | Tapestry Inc | Stock-Consumer Disc | 1.72% | -0.10% | -26.46% | |
| 18 | PFE | Pfizer Inc | Stock-Healthcare | 1.72% | -0.31% | +28.01% | |
| 19 | HUBB | Hubbell Inc | Stock-Industrials | 1.70% | -0.08% | -4.49% | |
| 20 | ESI | Element Solutions Inc | Stock-Materials | 1.70% | +0.40% | — | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 1.70% | -1.70% | EXIT | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.61% | -0.44% | -3.46% | |
| 23 | KR | Kroger Co | Stock-Consumer Staples | 1.60% | -0.46% | +8.54% | |
| 24 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.58% | +0.41% | +0.01% | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 1.56% | -0.09% | -18.72% | |
| 26 | COR | Cencora Inc | Stock-Healthcare | 1.56% | -0.24% | -10.27% | |
| 27 | NXST | Nexstar Media Group Inc | Stock-Comm Services | 1.54% | -0.10% | -0.25% | |
| 28 | NFG | National Fuel Gas Co | Stock-Energy | 1.48% | -0.32% | +0.45% | |
| 29 | CACI | Caci International Inc -cl A | Stock-Tech | 1.48% | -0.33% | -2.92% | |
| 30 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.44% | +0.03% | -1.59% | |
| 31 | MET | Metlife Inc | Stock-Financials | 1.43% | +0.14% | +4.63% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.43% | -0.08% | +661.64% | |
| 33 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.41% | -0.35% | +9.23% | |
| 34 | AIZ | Assurant Inc | Stock-Financials | 1.36% | +0.17% | +0.06% | |
| 35 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 1.30% | -0.05% | +0.99% | |
| 36 | PGR | Progressive CORP | Stock-Financials | 1.28% | +0.04% | +9.86% | |
| 37 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 1.28% | -0.24% | +26.20% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 1.27% | -0.08% | +10.12% | |
| 39 | CI | THE Cigna Group | Stock-Healthcare | 1.16% | -1.14% | +6.42% | |
| 40 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 1.15% | +0.18% | — | |
| 41 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.03% | -0.12% | +2.86% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.97% | -0.34% | -2.81% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.93% | -0.91% | +32.62% | |
| 44 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.91% | -0.05% | +6.15% | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.90% | +0.26% | -2.86% | |
| 46 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.88% | -0.04% | +16.57% | |
| 47 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.75% | — | +1.26% | |
| 48 | AIRR | First Trust Rba American Ind | ETF-Other | 0.68% | -0.03% | +116.98% | |
| 49 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 0.66% | -0.04% | +21.61% | |
| 50 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.60% | -0.05% | -29.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1.2% | +661.64% | Add |
| 2 | VTV | Vanguard Value ETF | +0.7% | +37.08% | Add |
| 3 | GLW | Corning Inc | +0.6% | -16.11% | Trim |
| 4 | PFE | Pfizer Inc | +0.5% | +28.01% | Add |
| 5 | DELL | Dell Technologies -c | +0.5% | +5.98% | Add |
| 6 | VZ | Verizon Communications Inc | +0.4% | +3.50% | Add |
| 7 | AIRR | First Trust Rba American Ind | +0.4% | +116.98% | Add |
| 8 | CVX | Chevron CORP | +0.4% | -3.46% | Trim |
| 9 | KR | Kroger Co | +0.3% | +8.54% | Add |
| 10 | MDT | Medtronic plc | +0.3% | +16598.05% | Add |
| 11 | HON | Honeywell International Inc | +0.3% | +2.59% | Add |
| 12 | ADP | Automatic Data Processing | +0.3% | +919.40% | Add |
| 13 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +32.62% | Add |
| 14 | NFG | National Fuel Gas Co | +0.2% | +0.45% | Add |
| 15 | STWD | Starwood Property Trust Inc | +0.2% | +26.20% | Add |
| 16 | ROST | Ross Stores Inc | +0.2% | -5.68% | Trim |
| 17 | SHLD | Global X Defense Tech ETF | +0.2% | +16.57% | Add |
| 18 | HAS | Hasbro Inc | +0.2% | -3.52% | Trim |
| 19 | TMUS | T-mobile US Inc | +0.2% | +9.23% | Add |
| 20 | VRT | Vertiv Holdings Co-a | +0.1% | +275.88% | Add |
| 21 | AIQ | Global X Art Intel & Tech | +0.1% | +15.03% | Add |
| 22 | HEDJ | Wisdomtree Europe Hedged Equ | +0.1% | +21.61% | Add |
| 23 | EOG | Eog Resources Inc | +0.1% | +7.36% | Add |
| 24 | XOM | Exxon Mobil CORP | +0.1% | -4.37% | Trim |
| 25 | DRI | Darden Restaurants Inc | +0.1% | +0.99% | Add |
| 26 | IPAC | Ishares Core Msci Pacific Et | +0.1% | +6.15% | Add |
| 27 | HUBB | Hubbell Inc | +0.1% | -4.49% | Trim |
| 28 | VICI | Vici Properties Inc | +0.1% | +46.44% | Add |
| 29 | KMI | Kinder Morgan, Inc. | +0.1% | +0.41% | Add |
| 30 | LMT | Lockheed Martin CORP | +0.1% | -3.36% | Trim |
| 31 | T | At&t Inc | +0.1% | +1.84% | Add |
| 32 | PPA | Invesco Aerospace & Defense | +0.1% | +1.26% | Add |
| 33 | SOXX | Ishares Semiconductor ETF | 0% | +12.59% | Add |
| 34 | BNDX | Vanguard Total Intl Bond ETF | 0% | +20.00% | Add |
| 35 | AEP | American Electric Power | 0% | -0.28% | Trim |
| 36 | TXN | Texas Instruments Inc | 0% | +0.95% | Add |
| 37 | CI | THE Cigna Group | 0% | +6.42% | Add |
| 38 | PEP | Pepsico Inc | 0% | +3.59% | Add |
| 39 | MRK | Merck & Co. Inc. | 0% | -4.28% | Trim |
| 40 | VONG | Vanguard Russell 1000 Growth | 0% | +11.44% | Add |
| 41 | MSM | Msc Industrial Direct Co-a | 0% | +2.74% | Add |
| 42 | KO | Coca-cola Co/the | 0% | +1.10% | Add |
| 43 | R | Ryder System Inc | 0% | +1.40% | Add |
| 44 | FBND | Fidelity Total Bond ETF | 0% | +15.73% | Add |
| 45 | O | Realty Income CORP | 0% | +0.92% | Add |
| 46 | SJNK | Ss Spdr Bb St Hi Yield ETF | 0% | +165.52% | Add |
| 47 | BSV | Vanguard Short-term Bond ETF | 0% | +10.89% | Add |
| 48 | PG | Procter & Gamble Co/the | 0% | +8.30% | Add |
| 49 | SBUX | Starbucks CORP | 0% | +1.22% | Add |
| 50 | GILD | Gilead Sciences Inc | 0% | -6.96% | Trim |
According to official SEC Form 13F filings, Valley Wealth Managers, Inc. reported a total U.S. public equity portfolio value of $1.7B across 316 disclosed positions in Q1 2026.
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, GLW) accounted for 12.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
ESI
市值: $26.4M
Top Position Liquidated / Trimmed
PYPL
前期市值: $11.7M
During Q1 2026, Valley Wealth Managers, Inc.'s top holdings by market value included VONG (3.8%)、AAPL (3.0%)、GLW (2.7%). The largest single position, VONG, represented 3.8% of total portfolio value.
In Q1 2026, Valley Wealth Managers, Inc. made 197 total portfolio adjustments, initiating 15 new buys, adding to 81 positions, trimming 86 holdings, and fully liquidating 15 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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