Valley Wealth Managers, Inc. Top Holdings and 13F Report (2026) About Valley Wealth Managers, Inc.Investment ActivityValley Wealth Managers, Inc. has $1.76 billion in total holdings as of September 30, 2026.Valley Wealth Managers, Inc. owns shares of 345 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 6.32% of the portfolio was purchased this quarter.About 4.76% of the portfolio was sold this quarter.This quarter, Valley Wealth Managers, Inc. has purchased 339 new stocks and bought additional shares in 112 stocks.Valley Wealth Managers, Inc. sold shares of 82 stocks and completely divested from 22 stocks this quarter.Largest Holdings Apple $60,772,631Dell Technologies $54,701,174Vanguard Russell 1000 Growth ETF $52,759,599Seagate Technology $51,657,399Vanguard Value ETF $49,830,384 Largest New Holdings this Quarter 229663109 - CubeSmart $22,499,296 Holding46641Q134 - JPMorgan International Research Enhanced Equity ETF $16,669,853 Holding46137V332 - Invesco S&P 500 Equal Weight Health Care ETF $7,555,111 Holding46137V365 - Invesco S&P 500 Equal Weight Energy ETF $6,026,034 Holding443201108 - Howmet Aerospace $691,206 Holding Largest Purchases this Quarter CubeSmart 598,704 shares (about $22.50M)JPMorgan International Research Enhanced Equity ETF 202,895 shares (about $16.67M)Vanguard Value ETF 52,330 shares (about $11.31M)Invesco S&P 500 Equal Weight Health Care ETF 204,137 shares (about $7.56M)Invesco S&P 500 Equal Weight Energy ETF 56,077 shares (about $6.03M) Largest Sales this Quarter Starwood Property Trust 1,091,312 shares (about $14.73M)Vanguard Russell 1000 Growth ETF 98,179 shares (about $12.66M)WisdomTree Europe Hedged Equity Fund 186,326 shares (about $10.33M)HONEYWELL AEROSPACE INC COM 57,153 shares (about $8.86M)SPDR S&P Regional Banking ETF 126,920 shares (about $8.81M) Sector Allocation Over TimeMap of 500 Largest Holdings ofValley Wealth Managers, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$60,772,631$670,038 ▼-1.1%182,4893.5%TechnologyDELLDell Technologies$54,701,174$1,514,875 ▼-2.7%101,6843.1%TechnologyVONGVanguard Russell 1000 Growth ETF$52,759,599$12,658,224 ▼-19.3%409,2113.0%ETFSTXSeagate Technology$51,657,399$1,490,499 ▼-2.8%56,0072.9%TechnologyVTVVanguard Value ETF$49,830,384$11,307,457 ▲29.4%230,6112.8%ETFAIQGlobal X Artificial Intelligence & Technology ETF$41,222,301$930,485 ▲2.3%632,6322.3%ETFCSCOCisco Systems$39,601,569$720,582 ▼-1.8%367,9422.3%TechnologyAVGOBroadcom$39,358,863$298,160 ▲0.8%112,0732.2%TechnologyMSFTMicrosoft$38,847,976$256,962 ▲0.7%75,7422.2%TechnologyGOOGLAlphabet$33,660,026$327,909 ▲1.0%97,8261.9%Communication ServicesMSMorgan Stanley$31,413,171$148,583 ▲0.5%167,0201.8%FinanceMETMetLife$30,342,896$68,360 ▲0.2%322,2481.7%FinanceDALDelta Air Lines$29,912,588$831,596 ▼-2.7%358,4061.7%IndustrialsMETAMeta Platforms$29,899,306$202,326 ▼-0.7%41,2301.7%Communication ServicesAMGNAmgen$29,677,109$20,654 ▼-0.1%70,4071.7%HealthcarePFEPfizer$29,523,676$599,063 ▲2.1%1,035,1921.7%HealthcareCRMSalesforce$29,190,529$209,368 ▼-0.7%127,1531.7%TechnologyHASHasbro$29,056,871$366,941 ▲1.3%331,3971.7%Consumer DiscretionaryROSTRoss Stores$29,012,046$17,738 ▲0.1%124,3021.6%Consumer DiscretionaryCFGCitizens Financial Group$28,394,123$240,949 ▼-0.8%445,3281.6%FinanceVZVerizon Communications$27,924,789$438,426 ▲1.6%608,7811.6%Communication ServicesESIElement Solutions$27,780,015$146,245 ▲0.5%765,7121.6%MaterialsGLWCorning$27,435,407$528,935 ▲2.0%178,4301.6%TechnologyVRTXVertex Pharmaceuticals$27,056,986$221,671 ▲0.8%51,7531.5%HealthcareCACICACI International$26,691,810$531,144 ▲2.0%43,8211.5%IndustrialsAIZAssurant$25,905,194$1,844 ▲0.0%98,3121.5%FinanceCVXChevron$25,046,909$173,170 ▲0.7%122,6531.4%EnergyHUBBHubbell$24,675,048$351,088 ▲1.4%54,3981.4%IndustrialsCORCencora$24,621,460$307,156 ▲1.3%82,0031.4%HealthcareINGRAM MICRO HOLDING CORP$23,886,160$287,886 ▲1.2%890,9421.4%StockNXSTNexstar Media Group$23,095,863$573,091 ▲2.5%142,9461.3%Communication ServicesKRKroger$22,666,435$1,846,004 ▲8.9%386,6671.3%Consumer StaplesCUBECubeSmart$22,499,296$22,499,296 ▲New Holding598,7041.3%Real EstateTPRTapestry$22,378,407$304,741 ▲1.4%194,5271.3%Consumer DiscretionaryPGRProgressive$22,209,538$510,190 ▲2.4%107,1321.3%FinanceKDPKeurig Dr Pepper$21,767,368$385,743 ▲1.8%717,4481.2%Consumer StaplesDRIDarden Restaurants$20,689,282$363,309 ▲1.8%107,0601.2%Consumer DiscretionaryNFGNational Fuel Gas$20,530,527$812,688 ▲4.1%270,6371.2%UtilitiesORCLOracle$20,291,167$999,682 ▲5.2%147,7871.2%TechnologySSNCSS&C Technologies$19,983,619$407,006 ▲2.1%259,2921.1%IndustrialsTMUST-Mobile US$18,956,317$1,056,762 ▲5.9%116,2391.1%Communication ServicesHONEYWELL INTL INC COM$17,909,984$5,337,178 ▲42.5%84,9061.0%StockACNAccenture$16,868,121$850,282 ▲5.3%91,9901.0%TechnologyJIREJPMorgan International Research Enhanced Equity ETF$16,669,853$16,669,853 ▲New Holding202,8950.9%ETFGLOBAL X DEFENSE TECH ETF$15,620,500$1,006,761 ▲6.9%259,9950.9%ETFSOXXiShares Semiconductor ETF$14,898,566$2,357,044 ▲18.8%26,2000.8%ETFIPACiShares Core MSCI Pacific ETF$11,933,777$3,581,086 ▼-23.1%140,2160.7%ETFKBWBInvesco KBW Bank ETF$11,740,373$2,851,287 ▲32.1%134,5910.7%ETFPPAInvesco Aerospace & Defense ETF$10,947,376$436,027 ▼-3.8%70,8020.6%ETFPAVEGlobal X U.S. Infrastructure Development ETF$9,970,118$1,105,913 ▲12.5%189,9070.6%ETFNVDANVIDIA$8,571,122$132,232 ▲1.6%37,5300.5%TechnologyTXNTexas Instruments$7,829,076$116,798 ▼-1.5%27,9520.4%TechnologyNTAPNetApp$7,735,683$9,243 ▼-0.1%36,8230.4%TechnologyRSPHInvesco S&P 500 Equal Weight Health Care ETF$7,555,111$7,555,111 ▲New Holding204,1370.4%ETFABBVAbbVie$7,220,389$17,003 ▲0.2%27,6020.4%HealthcareDKSDICK'S Sporting Goods$7,195,292$4,224,783 ▲142.2%53,5800.4%Consumer DiscretionaryMRKMerck & Co., Inc.$7,033,037$243,977 ▼-3.4%48,4000.4%HealthcareJPMJPMorgan Chase & Co.$6,818,553$10,587 ▼-0.2%20,6100.4%FinanceSTTState Street$6,594,994$327,882 ▼-4.7%37,7740.4%FinanceADPAutomatic Data Processing$6,389,824$70,967 ▲1.1%24,7610.4%IndustrialsFBNDFidelity Total Bond ETF$6,307,165$3,052,347 ▲93.8%145,6620.4%ETFAMZNAmazon.com$6,240,211$95,674 ▲1.6%25,0460.4%Consumer DiscretionaryUNHUnitedHealth Group$6,160,747$31,202 ▼-0.5%16,7830.4%HealthcareEXXONMOBIL HOLDINGS CORP COM SHS$6,041,668$16,438 ▲0.3%37,1220.3%StockTRVTravelers Companies$6,036,026$91,979 ▼-1.5%16,9310.3%FinanceRSPGInvesco S&P 500 Equal Weight Energy ETF$6,026,034$6,026,034 ▲New Holding56,0770.3%ETFRRyder System$6,019,408$10,026 ▼-0.2%26,4170.3%IndustrialsQCOMQualcomm$5,999,978$197,662 ▲3.4%32,6010.3%TechnologyPNCThe PNC Financial Services Group$5,617,399$35,784 ▲0.6%25,2740.3%FinanceGILDGilead Sciences$5,593,251$55,894 ▲1.0%37,5260.3%HealthcareKOCoca-Cola$5,485,208$11,707 ▼-0.2%63,7220.3%Consumer StaplesUSBU.S. Bancorp$5,377,748$60,995 ▲1.1%93,1050.3%FinanceCTSHCognizant Technology Solutions$5,272,794$10,569 ▲0.2%91,7970.3%TechnologyIVWiShares S&P 500 Growth ETF$5,195,182$127,891 ▼-2.4%36,5190.3%ETFKMIKinder Morgan$5,121,417$66,993 ▲1.3%169,8650.3%EnergyEOGEOG Resources$5,060,338$25,623 ▲0.5%36,7330.3%EnergyTROWT. Rowe Price Group$4,921,633$96,558 ▲2.0%47,3010.3%FinanceAEPAmerican Electric Power$4,878,446$93,962 ▲2.0%41,1200.3%UtilitiesGDGeneral Dynamics$4,870,477$35,173 ▲0.7%14,6780.3%IndustrialsSBUXStarbucks$4,859,727$39,933 ▲0.8%51,7210.3%Consumer DiscretionaryFNFFidelity National Financial$4,764,775$1,773,997 ▲59.3%123,2800.3%FinancePGProcter & Gamble$4,691,287$77,871 ▲1.7%32,2910.3%Consumer StaplesMDTMedtronic$4,676,314$140,739 ▲3.1%54,1930.3%HealthcareTAT&T$4,611,325$146,400 ▲3.3%188,9890.3%Communication ServicesKIMBERLY-CLARK CORP COM$4,606,782$55,730 ▲1.2%47,2830.3%StockIBMInternational Business Machines$4,522,902$304,606 ▲7.2%20,5650.3%TechnologyAMTAmerican Tower$4,488,052$137,827 ▲3.2%27,4180.3%Real EstateSKYYFirst Trust Cloud Computing ETF$4,405,591$1,009,194 ▼-18.6%26,8650.3%ETFAMPLIFY CYBERSECURITY ETF$4,347,181$1,001,806 ▼-18.7%35,8560.2%ETFLMTLockheed Martin$4,312,043$74,354 ▲1.8%8,4670.2%IndustrialsORealty Income$4,311,274$92,039 ▲2.2%79,3970.2%Real EstateEMNEastman Chemical$4,131,475$128,059 ▲3.2%63,7180.2%MaterialsPEGPublic Service Enterprise Group$4,119,202$156,162 ▲3.9%61,1700.2%UtilitiesPRUPrudential Financial$4,092,696$37,140 ▲0.9%36,0340.2%FinancePEPPepsiCo$4,073,701$72,991 ▲1.8%32,1470.2%Consumer StaplesLLYEli Lilly and Company$3,925,972$2,314 ▼-0.1%3,3930.2%HealthcareARISTA NETWORKS INC COM SHS$3,835,025$52,323 ▼-1.3%18,8370.2%StockIGViShares Expanded Tech-Software Sector ETF$3,768,647$1,279,357 ▲51.4%35,3930.2%ETFBNDXVanguard Total International Bond ETF$3,601,559$170,889 ▼-4.5%76,8410.2%ETFHDHome Depot$3,544,042$109,809 ▲3.2%12,4580.2%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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