Valley Wealth Managers, INC.

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$1.6B

Reporting period: 2026-03-31 · Number of holdings: 504

VALLEY WEALTH MANAGERS, INC. disclosed 504 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.6B and a quarterly turnover rate of 26.6%.

Personality snowflake

Concentration: 5.8
Portfolio Stability: 26.64
Momentum/Contrarian: 100
Sector conviction: 46.17
Diversification: 100
Sizing Uniformity: 81.05

Recent moves

Trim LRGG
-96.4%　-$24.3M
Add META
+661.6%　$18.8M
Trim DOX
-79.6%　-$15.2M
Trim GOOGL
-25.0%　-$12.7M
Trim AVGO
-15.7%　-$11.6M
Add VTV
+37.1%　$10.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 316 holdings (of 504 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VONG	Vanguard Russell 1000 Growth	ETF-Other	3.76%	—	+11.44%
2	AAPL	Apple INC	Stock-Tech	3.00%	-0.35%	-4.76%
3	GLW	Corning INC	Stock-Tech	2.68%	+0.63%	-16.11%
4	AVGO	Broadcom INC	Stock-Tech	2.29%	-0.74%	-15.69%
5	AIQ	Global X Art Intel & Tech	ETF-Tech	2.25%	—	+15.03%
6	VTV	Vanguard Value ETF	ETF-Other	2.25%	+0.66%	+37.08%
7	HAS	Hasbro INC	Stock-Consumer Disc	1.93%	+0.19%	-3.52%
8	CSCO	Cisco Systems INC	Stock-Tech	1.92%	—	-2.94%
9	VZ	Verizon Communications INC	Stock-Comm Services	1.92%	+0.43%	+3.50%
10	CFG	Citizens Financial Group	Stock-Financials	1.82%	—	-3.86%
11	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.81%	-0.81%	-25.00%
12	DELL	Dell Technologies -c	Stock-Tech	1.80%	+0.51%	+5.98%
13	MSFT	Microsoft CORP	Stock-Tech	1.80%	-0.52%	+0.62%
14	MS	Morgan Stanley	Stock-Financials	1.76%	-0.44%	-14.31%
15	ROST	Ross Stores INC	Stock-Consumer Disc	1.76%	+0.22%	-5.68%
16	STX	Seagate Technology Holdings plc	Stock-Tech	1.73%	-0.61%	-48.18%
17	TPR	Tapestry INC	Stock-Consumer Disc	1.72%	-0.39%	-26.46%
18	PFE	Pfizer INC	Stock-Healthcare	1.72%	+0.54%	+28.01%
19	HUBB	Hubbell INC	Stock-Industrials	1.70%	—	-4.49%
20	ESI	Element Solutions INC	Stock-Materials	1.70%	+1.70%	NEW
21	HON	Honeywell International INC	Stock-Industrials	1.70%	+0.27%	+2.59%
22	CVX	Chevron CORP	Stock-Energy	1.61%	+0.39%	-3.46%
23	KR	Kroger Co	Stock-Consumer Staples	1.60%	+0.33%	+8.54%
24	DAL	Delta Air Lines INC	Stock-Industrials	1.58%	—	+0.01%
25	AMGN	Amgen INC	Stock-Healthcare	1.56%	-0.22%	-18.72%
26	COR	Cencora INC	Stock-Healthcare	1.56%	-0.30%	-10.27%
27	NXST	Nexstar Media Group INC	Stock-Comm Services	1.54%	-0.18%	-0.25%
28	NFG	National Fuel Gas Co	Stock-Energy	1.48%	+0.23%	+0.45%
29	CACI	Caci International INC -cl A	Stock-Tech	1.48%	—	-2.92%
30	VRTX	Vertex Pharmaceuticals INC	Stock-Healthcare	1.44%	—	-1.59%
31	MET	Metlife INC	Stock-Financials	1.43%	—	+4.63%
32	META	Meta Platforms Inc-class A	Stock-Comm Services	1.43%	+1.21%	+661.64%
33	TMUS	T-mobile US INC	Stock-Comm Services	1.41%	+0.16%	+9.23%
34	AIZ	Assurant INC	Stock-Financials	1.36%	—	+0.06%
35	DRI	Darden Restaurants INC	Stock-Consumer Disc	1.30%	—	+0.99%
36	PGR	Progressive CORP	Stock-Financials	1.28%	—	+9.86%
37	STWD	Starwood Property Trust INC	Stock-Real Estate	1.28%	+0.22%	+26.20%
38	ORCL	Oracle CORP	Stock-Tech	1.27%	-0.25%	+10.12%
39	CI	THE Cigna Group	Stock-Healthcare	1.16%	—	+6.42%
40	KDP	Keurig Dr Pepper INC	Stock-Consumer Staples	1.15%	+1.15%	NEW
41	SSNC	Ss&c Technologies Holdings	Stock-Tech	1.03%	-0.26%	+2.86%
42	ACN	Accenture plc	Stock-Tech	0.97%	-0.37%	-2.81%
43	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.93%	+0.23%	+32.62%
44	IPAC	Ishares Core Msci Pacific Et	ETF-Other	0.91%	—	+6.15%
45	CRM	Salesforce INC	Stock-Tech	0.90%	-0.41%	-2.86%
46	SHLD	Global X Defense Tech ETF	ETF-Tech	0.88%	+0.19%	+16.57%
47	PPA	Invesco Aerospace & Defense	ETF-Other	0.75%	—	+1.26%
48	AIRR	First Trust Rba American Ind	ETF-Other	0.68%	+0.40%	+116.98%
49	HEDJ	Wisdomtree Europe Hedged Equ	ETF-Other	0.66%	—	+21.61%
50	KBWB	Invesco Kbw Bank ETF	ETF-Other	0.60%	-0.30%	-29.49%

1–50 of 316

Portfolio Performance

Performance for Q3 2026

+1.7%

Performance Last 4 Quarters

+16.4%

Based on 74% of reported portfolio value with available pricing

Stdev: +10.4%
Beta: +0.75
Alpha: +0.7%
Max Drawdown: -6%
Annualized Perf: +15%
Batting Avg vs S&P: +41.7%
Sortino: +2.8
Stutzer: +0.41
Treynor: +0.19
Sterling: +0.98
Calmar: +2.48
Information Ratio: -0.79
Tracking Error: +4.9%
Stdev Down: +5.2%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +27.8%
Worst 12 Months: +8.6%
Efficiency Ratio: +0.53
Sharpe: +1.4
Stdev Sectors: +7.6%
Skewness: -0.14
Kurtosis: -0.83
Upside Potential: +4.55

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	504	$1.6B	27	1VONG 2AAPL 3GLW Top holdings2026-03-31 1.VONG 2.AAPL 3.GLW 4.AVGO 5.AIQ 6.VTV 7.HAS 8.CSCO 9.VZ 10.CFG
2025-12-31	584	$1.6B	16	1VONG 2AAPL 3AVGO Top holdings2025-12-31 1.VONG 2.AAPL 3.AVGO 4.GOOGL 5.STX 6.MSFT 7.MS 8.AIQ 9.TPR 10.GLW
2025-09-30	496	$1.5B	37	1VONG 2AAPL 3AVGO Top holdings2025-09-30 1.VONG 2.AAPL 3.AVGO 4.MSFT 5.STX 6.GOOGL 7.AIQ 8.MS 9.GLW 10.TPR
2025-06-30	491	$1.4B	0	1VONG 2AVGO 3AAPL Top holdings2025-06-30 1.VONG 2.AVGO 3.AAPL 4.MSFT 5.ORCL 6.HAS 7.MS 8.AIQ 9.CSCO 10.COR
2025-03-31	566	$1.3B	100	1AAPL 2VONG 3MSFT Top holdings2025-03-31 1.AAPL 2.VONG 3.MSFT 4.AMGN 5.PGR 6.RSP 7.HAS 8.COR 9.AVGO 10.TMUS
2024-12-31	546	$1.3B	0	1AVGO 2AAPL 3VONG Top holdings2024-12-31 1.AVGO 2.AAPL 3.VONG 4.MSFT 5.JBL 6.ORCL 7.GOOGL 8.TPR 9.MS 10.CSCO
2024-09-30	547	$1.3B	0	1VONG 2AAPL 3AVGO Top holdings2024-09-30 1.VONG 2.AAPL 3.AVGO 4.MSFT 5.ORCL 6.PGR 7.HUBB 8.AMGN 9.MET 10.VZ
2024-06-30	536	$1.3B	0	1VONG 2AAPL 3AVGO Top holdings2024-06-30 1.VONG 2.AAPL 3.AVGO 4.MSFT 5.ORCL 6.GOOGL 7.AMGN 8.VRTX 9.PGR 10.VZ
2024-03-31	480	$1.3B	0	1VONG 2AVGO 3AAPL Top holdings2024-03-31 1.VONG 2.AVGO 3.AAPL 4.MSFT 5.DELL 6.JBL 7.PGR 8.HUBB 9.COR 10.ORCL
2023-12-31	480	$1.3B	0	1VONG 2AAPL 3AVGO Top holdings2023-12-31 1.VONG 2.AAPL 3.AVGO 4.MSFT 5.JBL 6.AMGN 7.VTV 8.VRTX 9.MS 10.COR
2023-09-30	507	$1.2B	0	1AAPL 2VONG 3AVGO Top holdings2023-09-30 1.AAPL 2.VONG 3.AVGO 4.JBL 5.MSFT 6.CSCO 7.AMGN 8.CVX 9.ORCL 10.MET
2023-06-30	499	$1.1B	0	1AAPL 2AVGO 3MSFT Top holdings2023-06-30 1.AAPL 2.AVGO 3.MSFT 4.JBL 5.ORCL 6.HUBB 7.CSCO 8.MCHP 9.COR 10.VRTX
2023-03-31	512	$1.1B	0	1AAPL 2MSFT 3AVGO Top holdings2023-03-31 1.AAPL 2.MSFT 3.AVGO 4.JBL 5.CSCO 6.CVX 7.ORCL 8.MCHP 9.PGR 10.SON
2022-12-31	624	$1.1B	0	1AAPL 2CVX 3AVGO Top holdings2022-12-31 1.AAPL 2.CVX 3.AVGO 4.MSFT 5.PFE 6.AMGN 7.NFG 8.ELV 9.CSCO 10.CVS
2022-09-30	635	$1.0B	0	1AAPL 2MSFT 3VRTX Top holdings2022-09-30 1.AAPL 2.MSFT 3.VRTX 4.CVS 5.CVX 6.NFG 7.AMGN 8.ELV 9.JNJ 10.PFE
2022-06-30	624	$1.1B	0	1AAPL 2MSFT 3NFG Top holdings2022-06-30 1.AAPL 2.MSFT 3.NFG 4.VRTX 5.PFE 6.CVX 7.AMGN 8.CVS 9.ELV 10.JNJ
2022-03-31	302	$1.2B	0	1AAPL 2MSFT 3CVX Top holdings2022-03-31 1.AAPL 2.MSFT 3.CVX 4.NFG 5.AVGO 6.CVS 7.PFE 8.CSCO 9.ELV 10.GOOGL
2021-12-31	310	$1.2B	0	1AAPL 2MSFT 3AVGO Top holdings2021-12-31 1.AAPL 2.MSFT 3.AVGO 4.PFE 5.ACN 6.CSCO 7.CVS 8.NFG 9.GOOGL 10.MCHP
2021-09-30	302	$1.1B	0	1AAPL 2MSFT 3CSCO Top holdings2021-09-30 1.AAPL 2.MSFT 3.CSCO 4.ACN 5.GOOGL 6.ORCL 7.MS 8.CVS 9.AVGO 10.META
2021-06-30	308	$1.2B	97	1AAPL 2MSFT 3CSCO Top holdings2021-06-30 1.AAPL 2.MSFT 3.CSCO 4.META 5.MS 6.CVS 7.AVGO 8.ACN 9.50540R 10.ORCL
2021-03-31	266	$1.1B	19	1AAPL 2MSFT 3MCHP Top holdings2021-03-31 1.AAPL 2.MSFT 3.MCHP 4.CSCO 5.AVGO 6.AMGN 7.50540R 8.ACN 9.CE 10.HON
2020-12-31	265	$1.0B	22	1AAPL 2MSFT 3AVGO Top holdings2020-12-31 1.AAPL 2.MSFT 3.AVGO 4.MCHP 5.ACN 6.HON 7.AMGN 8.CSCO 9.CMCSA 10.PGR
2020-09-30	261	$908.4M	22	1AAPL 2MSFT 3AMGN Top holdings2020-09-30 1.AAPL 2.MSFT 3.AMGN 4.AVGO 5.META 6.PGR 7.VZ 8.ACN 9.PFE 10.EBAY
2020-06-30	269	$892.1M	29	1AAPL 2MSFT 3AMGN Top holdings2020-06-30 1.AAPL 2.MSFT 3.AMGN 4.CSCO 5.META 6.ACN 7.EBAY 8.AVGO 9.VZ 10.PGR
2020-03-31	259	$770.2M	34	1AAPL 2MSFT 3AMGN Top holdings2020-03-31 1.AAPL 2.MSFT 3.AMGN 4.VZ 5.CSCO 6.WMT 7.TMUS 8.PFE 9.PGR 10.META
2019-12-31	296	$1.0B	13	1AAPL 2AMGN 3MSFT Top holdings2019-12-31 1.AAPL 2.AMGN 3.MSFT 4.CSCO 5.CDW 6.VZ 7.ACN 8.PFE 9.AIZ 10.PNC
2019-09-30	298	$941.8M	19	1AAPL 2CSCO 3AMGN Top holdings2019-09-30 1.AAPL 2.CSCO 3.AMGN 4.VZ 5.WMT 6.CE 7.MSFT 8.AIZ 9.CDW 10.CVX
2019-06-30	308	$942.1M	14	1AAPL 2CSCO 3JNJ Top holdings2019-06-30 1.AAPL 2.CSCO 3.JNJ 4.WMT 5.CDW 6.CVX 7.HON 8.VZ 9.MSFT 10.PGR
2019-03-31	331	$916.9M	32	1AAPL 2CSCO 3JNJ Top holdings2019-03-31 1.AAPL 2.CSCO 3.JNJ 4.VZ 5.UNP 6.AVGO 7.CDW 8.CVX 9.ACN 10.COP
2018-12-31	241	$765.2M	37	1AAPL 2CSCO 3JNJ Top holdings2018-12-31 1.AAPL 2.CSCO 3.JNJ 4.AMGN 5.VZ 6.ELV 7.WMT 8.COP 9.AVGO 10.CDW
2018-09-30	149	$846.3M	15	1AAPL 2CSCO 3COP Top holdings2018-09-30 1.AAPL 2.CSCO 3.COP 4.AMGN 5.ROST 6.ELV 7.JNJ 8.HON 9.CDW 10.UNP
2018-06-30	151	$819.2M	14	1AAPL 2COP 3MSFT Top holdings2018-06-30 1.AAPL 2.COP 3.MSFT 4.CSCO 5.CDW 6.ACN 7.CVX 8.ELV 9.AMGN 10.ROST
2018-03-31	153	$822.2M	17	1AAPL 2CSCO 3MSFT Top holdings2018-03-31 1.AAPL 2.CSCO 3.MSFT 4.THG 5.PNC 6.JNJ 7.COP 8.MCHP 9.BLKCHF 10.ACN
2017-12-31	155	$831.3M	19	1AAPL 2MSFT 3WMT Top holdings2017-12-31 1.AAPL 2.MSFT 3.WMT 4.CSCO 5.JNJ 6.ELV 7.ACN 8.PNC 9.HON 10.CVX
2017-09-30	154	$795.4M	15	1AAPL 2MSFT 3MCHP Top holdings2017-09-30 1.AAPL 2.MSFT 3.MCHP 4.JNJ 5.CDW 6.HON 7.PNC 8.CVX 9.CSCO 10.ACN
2017-06-30	161	$746.3M	18	1AAPL 2MSFT 3JNJ Top holdings2017-06-30 1.AAPL 2.MSFT 3.JNJ 4.MCHP 5.CDW 6.ORCL 7.HON 8.ELV 9.50540R 10.PNC
2017-03-31	340	$753.2M	15	1AAPL 2MSFT 3MCHP Top holdings2017-03-31 1.AAPL 2.MSFT 3.MCHP 4.JNJ 5.CSCO 6.CVX 7.CDW 8.HON 9.PNC 10.SNI
2016-12-31	385	$699.4M	42	1AAPL 2MSFT 3PNC Top holdings2016-12-31 1.AAPL 2.MSFT 3.PNC 4.JNJ 5.MCHP 6.CVX 7.XOM 8.CDW 9.RGA 10.WFC
2016-09-30	373	$680.4M	36	1AAPL 2MSFT 3MCHP Top holdings2016-09-30 1.AAPL 2.MSFT 3.MCHP 4.JNJ 5.CSCO 6.465685 7.INGR 8.XOM 9.HON 10.PNC
2016-06-30	352	$656.1M	39	1AAPL 2JNJ 3DLR Top holdings2016-06-30 1.AAPL 2.JNJ 3.DLR 4.INGR 5.465685 6.MSFT 7.XOM 8.VZ 9.HON 10.BCRUSD
2016-03-31	171	$592.1M	19	1MSFT24656853JNJ Top holdings2016-03-31 1.MSFT 2.465685 3.JNJ 4.THG 5.ACN 6.DLR 7.KR 8.CVS 9.INGR 10.AAPL
2015-12-31	159	$557.5M	19	1KR 2MSFT 3JNJ Top holdings2015-12-31 1.KR 2.MSFT 3.JNJ 4.465685 5.AMGN 6.THG 7.INGR 8.ACN 9.COR 10.WFC
2015-09-30	151	$549.4M	17	1AAP 2KR 3AAPL Top holdings2015-09-30 1.AAP 2.KR 3.AAPL 4.THG 5.MSFT 6.JNJ 7.ACN 8.CDW 9.CVS 10.673831
2015-06-30	158	$575.2M	13	1AAPL 2KR 3COR Top holdings2015-06-30 1.AAPL 2.KR 3.COR 4.IACIEUR 5.CVS 6.AAP 7.AXP 8.WFC 9.PNC 10.AMGN
2015-03-31	160	$580.8M	21	1COR 2KR 3AAPL Top holdings2015-03-31 1.COR 2.KR 3.AAPL 4.AMGN 5.CVS 6.ROST 7.AXP 8.367521 9.PNC 10.JNJ
2014-12-31	160	$559.5M	23	1KR 2COR 3AAPL Top holdings2014-12-31 1.KR 2.COR 3.AAPL 4.AMGN 5.CVS 6.ROST 7.AAP 8.UNP 9.JNJ 10.WFC
2014-09-30	161	$522.3M	6	1AAPL 2JNJ 3COR Top holdings2014-09-30 1.AAPL 2.JNJ 3.COR 4.KR 5.MSFT 6.AMGN 7.UNP 8.WFC 9.HAL 10.CVS
2014-06-30	165	$526.4M	17	1HAL 2AAPL 3COR Top holdings2014-06-30 1.HAL 2.AAPL 3.COR 4.IACIEUR 5.JNJ 6.WFC 7.KR 8.MCHP 9.KO 10.MSFT
2014-03-31	159	$500.7M	18	17436742IACIEUR 3FMC Top holdings2014-03-31 1.743674 2.IACIEUR 3.FMC 4.WFC 5.JNJ 6.AMGN 7.BLKCHF 8.COR 9.MSFT 10.KO
2013-12-31	156	$486.9M	13	17436742IACIEUR 3COR Top holdings2013-12-31 1.743674 2.IACIEUR 3.COR 4.FMC 5.BLKCHF 6.WFC 7.AMGN 8.AAPL 9.CELG 10.JNJ
2013-09-30	123	$457.9M	18	1CELG27436743FMC Top holdings2013-09-30 1.CELG 2.743674 3.FMC 4.COR 5.AMGN 6.JNJ 7.ROST 8.WFC 9.KR 10.IACIEUR
2013-06-30	126	$441.0M	0	17436742COR 3CELG Top holdings2013-06-30 1.743674 2.COR 3.CELG 4.JNJ 5.WFC 6.FMC 7.AMGN 8.64126X 9.404132 10.HON

Holding changes this quarter

Valley Wealth Managers, INC.'s most significant position changes for 2026-03-31: New buy: Element Solutions INC (ESI); New buy: Keurig Dr Pepper INC (KDP); Sold out: Paypal Holdings INC (PYPL); New buy: Eastman Chemical Co (EMN); New buy: Unitedhealth Group INC (UNH).

Position changes disclosed by Valley Wealth Managers, INC. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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	NXST	Nexstar Media Group INC	-0.2%	-0.25%	Trim
21	QCOM	Qualcomm INC	-0.2%	-21.44%	Trim
22	AMGN	Amgen INC	-0.2%	-18.72%	Trim
23	KRE	Ss Spdr S&p Regional Bank	-0.2%	-29.35%	Trim
24	ORCL	Oracle CORP	-0.3%	+10.12%	Add
25	SPYD	Ss Spdr P S&p 500 Hi Div ETF	-0.3%	-100.00%	Trim
26	SSNC	Ss&c Technologies Holdings	-0.3%	+2.86%	Add
27	COR	Cencora INC	-0.3%	-10.27%	Trim
28	KBWB	Invesco Kbw Bank ETF	-0.3%	-29.49%	Trim
29	JNJ	Johnson & Johnson	-0.3%	-88.39%	Trim
30	JPST	Jpmorgan Ultra-short Income	-0.3%	-60.43%	Trim
31	AAPL	Apple INC	-0.4%	-4.76%	Trim
32	ACN	Accenture plc	-0.4%	-2.81%	Trim
33	TPR	Tapestry INC	-0.4%	-26.46%	Trim
34	XLE	Ss Energy Select Sector	-0.4%	-99.11%	Trim
35	CRM	Salesforce INC	-0.4%	-2.86%	Trim
36	MS	Morgan Stanley	-0.4%	-14.31%	Trim
37	MSFT	Microsoft CORP	-0.5%	+0.62%	Add
38	STX	Seagate Technology Holdings plc	-0.6%	-48.18%	Trim
39	AVGO	Broadcom INC	-0.7%	-15.69%	Trim
40	GOOGL	Alphabet Inc-cl A	-0.8%	-25.00%	Trim
41	DOX	Amdocs Limited	-1%	-79.62%	Trim
42	LRGG	Nomura Focused Large Growth	-1.6%	-96.44%	Trim
43	ESI	Element Solutions INC	—	NEW	New buy
44	KDP	Keurig Dr Pepper INC	—	NEW	New buy
45	PYPL	Paypal Holdings INC	—	EXIT	Sold out
46	EMN	Eastman Chemical Co	—	NEW	New buy
47	UNH	Unitedhealth Group INC	—	NEW	New buy
48	AMT	American Tower CORP	—	NEW	New buy
49	KMB	Kimberly-clark CORP	—	NEW	New buy
50	GIS	General Mills INC	—	EXIT	Sold out

FAQ

What is Valley Wealth Managers, INC. and what type of investor is it?

Valley Wealth Managers, INC. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.6B, spread across 504 disclosed positions.

What are Valley Wealth Managers, INC.'s largest equity positions?

Based on the latest 13F filing, Valley Wealth Managers, INC.'s top holdings by market value are: 1. Vanguard Russell 1000 Growth (VONG) — $58.3M (3.8%) 2. Apple INC (AAPL) — $46.5M (3.0%) 3. Corning INC (GLW) — $41.7M (2.7%) 4. Broadcom INC (AVGO) — $35.6M (2.3%) 5. Global X Art Intel & Tech (AIQ) — $35.0M (2.3%)

What changes did Valley Wealth Managers, INC. make in its most recent portfolio filing?

In the latest reported quarter, Valley Wealth Managers, INC. made 50 notable position adjustments: 6 new positions were initiated, 18 existing holdings were added to, 24 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Element Solutions INC (ESI); New buy: Keurig Dr Pepper INC (KDP); Sold out: Paypal Holdings INC (PYPL); New buy: Eastman Chemical Co (EMN); New buy: Unitedhealth Group INC (UNH)

What sectors does Valley Wealth Managers, INC. focus on?

Valley Wealth Managers, INC. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 29.5% • Financials: 13.0% • Health Care: 11.9% • Communication Services: 11.1% • Consumer Discretionary: 10.3% • Industrials: 8.1%