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CIK: 0000924166
Total reported value
$1.8B
$1.8B
345 檔
15.0%
As reported in its official Q2 2026 Form 13F filing, Valley Wealth Managers, Inc.'s tracked investment portfolio stood at $1.8B with 345 total positions.
In Q2 2026, Valley Wealth Managers, Inc. displayed an active expansion posture, initiating 15 new positions and adding to 103 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 345 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.75% | -0.75% | -4.56% | |
| 2 | STX | Seagate Technology Holdings plc | Stock-Tech | 3.21% | -0.27% | -16.04% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.08% | +0.37% | +0.63% | |
| 4 | DELL | Dell Technologies -c | Stock-Tech | 2.61% | +0.50% | -38.52% | |
| 5 | GLW | Corning Inc | Stock-Tech | 2.58% | -1.02% | -42.90% | |
| 6 | CSCO | Cisco Systems Inc | Stock-Tech | 2.54% | -0.29% | -2.55% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.43% | -0.19% | -3.30% | |
| 8 | AIQ | Global X Art Intel & Tech | ETF-Tech | 2.34% | — | -17.43% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.25% | +0.58% | +0.20% | |
| 10 | ESI | Element Solutions Inc | Stock-Materials | 2.10% | -0.52% | -1.67% | |
| 11 | MS | Morgan Stanley | Stock-Financials | 2.01% | -0.22% | +0.15% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | -0.09% | -1.00% | |
| 13 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.99% | -0.29% | -0.40% | |
| 14 | CFG | Citizens Financial Group | Stock-Financials | 1.82% | -0.21% | -4.97% | |
| 15 | TPR | Tapestry Inc | Stock-Consumer Disc | 1.62% | -0.35% | +1.20% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.62% | +0.59% | -0.15% | |
| 17 | HUBB | Hubbell Inc | Stock-Industrials | 1.62% | -0.22% | -0.54% | |
| 18 | MET | Metlife Inc | Stock-Financials | 1.57% | +0.15% | +2.34% | |
| 19 | HAS | Hasbro Inc | Stock-Consumer Disc | 1.56% | +0.09% | +2.16% | |
| 20 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.53% | +0.12% | -1.29% | |
| 21 | AIZ | Assurant Inc | Stock-Financials | 1.53% | -0.06% | +1.49% | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 1.47% | +0.22% | +2.03% | |
| 23 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.47% | +0.07% | +2.37% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.47% | +0.12% | +1.12% | |
| 25 | NXST | Nexstar Media Group Inc | Stock-Comm Services | 1.44% | -0.13% | +5.57% | |
| 26 | PFE | Pfizer Inc | Stock-Healthcare | 1.41% | +0.27% | +6.89% | |
| 27 | INGM | Ingram Micro Holding CORP | Stock-Other | 1.40% | -0.04% | — | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.35% | +0.35% | +7.22% | |
| 29 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 1.33% | -0.09% | +3.52% | |
| 30 | COR | Cencora Inc | Stock-Healthcare | 1.32% | +0.08% | +5.13% | |
| 31 | PGR | Progressive CORP | Stock-Financials | 1.32% | -0.06% | +4.01% | |
| 32 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 1.25% | -0.07% | +2.30% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 1.19% | -0.04% | +4.91% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 1.17% | +0.25% | +0.73% | |
| 35 | NFG | National Fuel Gas Co | Stock-Energy | 1.16% | +0.01% | +6.49% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 1.16% | +0.50% | +71.43% | |
| 37 | CACI | Caci International Inc -cl A | Stock-Tech | 1.15% | +0.37% | +1.90% | |
| 38 | KR | Kroger Co | Stock-Consumer Staples | 1.14% | +0.15% | +3.33% | |
| 39 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.06% | +0.02% | +4.96% | |
| 40 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 1.04% | -1.03% | -5.09% | |
| 41 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.91% | +0.23% | +7.05% | |
| 42 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.86% | -0.18% | -1.16% | |
| 43 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.84% | +0.05% | +25.63% | |
| 44 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.82% | +0.03% | +92.49% | |
| 45 | ✓ | Stock-Other | 0.77% | +0.25% | — | ||
| 46 | ✓ | Stock-Other | 0.76% | -0.74% | — | ||
| 47 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.75% | -0.13% | +4.42% | |
| 48 | AIRR | First Trust Rba American Ind | ETF-Other | 0.65% | -0.45% | -10.50% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.63% | +0.33% | +15.07% | |
| 50 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 0.62% | -0.61% | -2.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STX | Seagate Technology Holdings plc | +1.5% | -16.04% | Trim |
| 2 | INGM | Ingram Micro Holding CORP | +1.4% | NEW | New buy |
| 3 | DELL | Dell Technologies -c | +0.8% | -38.52% | Trim |
| 4 | ✓ | +0.8% | NEW | New buy | |
| 5 | ✓ | +0.8% | NEW | New buy | |
| 6 | CSCO | Cisco Systems Inc | +0.6% | -2.55% | Trim |
| 7 | SOXX | Ishares Semiconductor ETF | +0.6% | +92.49% | Add |
| 8 | PAVE | Global X US Infrastructure | +0.5% | +430.73% | Add |
| 9 | DAL | Delta Air Lines Inc | +0.4% | -0.40% | Trim |
| 10 | ESI | Element Solutions Inc | +0.4% | -1.67% | Trim |
| 11 | ✓ | +0.3% | NEW | New buy | |
| 12 | CRM | Salesforce Inc | +0.3% | +71.43% | Add |
| 13 | MS | Morgan Stanley | +0.3% | +0.15% | Add |
| 14 | CTSH | Cognizant Tech Solutions-a | +0.2% | NEW | New buy |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.00% | Trim |
| 16 | KDP | Keurig Dr Pepper Inc | +0.2% | +3.52% | Add |
| 17 | AIZ | Assurant Inc | +0.2% | +1.49% | Add |
| 18 | TXN | Texas Instruments Inc | +0.2% | +6.78% | Add |
| 19 | AVGO | Broadcom Inc | +0.1% | -3.30% | Trim |
| 20 | MET | Metlife Inc | +0.1% | +2.34% | Add |
| 21 | UNH | Unitedhealth Group Inc | +0.1% | +0.09% | Add |
| 22 | THNQ | Robo Global Artificial Intel | +0.1% | NEW | New buy |
| 23 | AIQ | Global X Art Intel & Tech | +0.1% | -17.43% | Trim |
| 24 | AAPL | Apple Inc | +0.1% | +0.63% | Add |
| 25 | QCOM | Qualcomm Inc | +0.1% | +0.31% | Add |
| 26 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 27 | STT | State Street CORP | +0.1% | -0.45% | Trim |
| 28 | APH | Amphenol Corp-cl A | +0.1% | +12.44% | Add |
| 29 | R | Ryder System Inc | +0.1% | -0.74% | Trim |
| 30 | HACK | Amplify Cybersecurity ETF | +0.1% | -2.89% | Trim |
| 31 | PANW | Palo Alto Networks Inc | +0.1% | +21.43% | Add |
| 32 | PGR | Progressive CORP | 0% | +4.01% | Add |
| 33 | TROW | T Rowe Price Group Inc | 0% | +2.11% | Add |
| 34 | ANET | Arista Networks Inc | 0% | +1.61% | Add |
| 35 | AMAT | Applied Materials Inc | 0% | -24.10% | Trim |
| 36 | VRTX | Vertex Pharmaceuticals Inc | 0% | +2.37% | Add |
| 37 | ABBV | Abbvie Inc | 0% | +3.66% | Add |
| 38 | VRT | Vertiv Holdings Co-a | 0% | +3.33% | Add |
| 39 | KLAC | Kla CORP | 0% | +660.50% | Add |
| 40 | INTC | Intel CORP | 0% | — | Unchanged |
| 41 | FTNT | Fortinet Inc | 0% | +2.14% | Add |
| 42 | PNC | Pnc Financial Services Group | 0% | +0.28% | Add |
| 43 | IBM | Intl Business Machines CORP | 0% | +3.40% | Add |
| 44 | USB | US Bancorp | 0% | +1.97% | Add |
| 45 | IVW | Ishares S&p 500 Growth ETF | 0% | -3.99% | Trim |
| 46 | KMB | Kimberly-clark CORP | 0% | +2.61% | Add |
| 47 | LLY | Eli Lilly & Co | 0% | -7.34% | Trim |
| 48 | HOOD | Robinhood Markets Inc - A | 0% | +5.24% | Add |
| 49 | VGT | Vanguard Info Tech ETF | 0% | +697.33% | Add |
| 50 | TRV | Travelers Cos Inc/the | 0% | +2.14% | Add |
According to official SEC Form 13F filings, Valley Wealth Managers, Inc. reported a total U.S. public equity portfolio value of $1.8B across 345 disclosed positions in Q2 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, STX, AAPL) accounted for 15.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
INGM
市值: $24.1M
Top Position Liquidated / Trimmed
HON
前期市值: $26.4M
During Q2 2026, Valley Wealth Managers, Inc.'s top holdings by market value included VONG (3.8%)、STX (3.2%)、AAPL (3.1%). The largest single position, VONG, represented 3.8% of total portfolio value.
In Q2 2026, Valley Wealth Managers, Inc. made 193 total portfolio adjustments, initiating 15 new buys, adding to 103 positions, trimming 69 holdings, and fully liquidating 6 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.
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