Valley Wealth Managers, Inc. Top Holdings and 13F Report (2026)

About Valley Wealth Managers, Inc.

Investment Activity

Valley Wealth Managers, Inc. has $1.55 billion in total holdings as of March 31, 2026.
Valley Wealth Managers, Inc. owns shares of 316 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
Approximately 10.18% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Valley Wealth Managers, Inc. has purchased 356 new stocks and bought additional shares in 94 stocks.
Valley Wealth Managers, Inc. sold shares of 113 stocks and completely divested from 67 stocks this quarter.

Largest Holdings

Vanguard Russell 1000 Growth ETF: $58,316,577
Apple: $46,531,928
Corning: $41,672,450
Broadcom: $35,600,569
Global X Artificial Intelligence & Technology ETF: $34,951,677

Largest New Holdings this Quarter

28618M106 - Element Solutions: $26,446,492 Holding
49271V100 - Keurig Dr Pepper: $17,925,385 Holding
277432100 - Eastman Chemical: $4,622,779 Holding
91324P102 - UnitedHealth Group: $4,559,983 Holding
03027X100 - American Tower: $4,463,264 Holding

Largest Purchases this Quarter

Element Solutions: 774,648 shares (about $26.45M)
Meta Platforms: 33,631 shares (about $19.24M)
Keurig Dr Pepper: 680,797 shares (about $17.93M)
Vanguard Value ETF: 48,131 shares (about $9.44M)
Vanguard Russell 1000 Growth ETF: 54,596 shares (about $5.99M)

Largest Sales this Quarter

Seagate Technology: 63,817 shares (about $25.00M)
NOMURA FOCUSED LARGE GROWTH ETF: 816,284 shares (about $20.91M)
Amdocs: 179,552 shares (about $11.72M)
Tapestry: 68,222 shares (about $9.63M)
Alphabet: 32,613 shares (about $9.38M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VONG Vanguard Russell 1000 Growth ETF	$58,316,577	$5,988,635 ▲	11.4%	531,649	3.8%	ETF
AAPL Apple	$46,531,928	$2,325,987 ▼	-4.8%	183,348	3.0%	Computer and Technology
GLW Corning	$41,672,450	$8,004,682 ▼	-16.1%	306,483	2.7%	Computer and Technology
AVGO Broadcom	$35,600,569	$6,626,011 ▼	-15.7%	115,022	2.3%	Computer and Technology
AIQ Global X Artificial Intelligence & Technology ETF	$34,951,677	$4,567,546 ▲	15.0%	748,911	2.3%	ETF
VTV Vanguard Value ETF	$34,910,489	$9,443,312 ▲	37.1%	177,933	2.2%	ETF
HAS Hasbro	$29,980,208	$1,093,249 ▼	-3.5%	320,301	1.9%	Consumer Discretionary
CSCO Cisco Systems	$29,829,648	$905,010 ▼	-2.9%	384,452	1.9%	Computer and Technology
VZ Verizon Communications	$29,747,263	$1,005,657 ▲	3.5%	592,575	1.9%	Computer and Technology
CFG Citizens Financial Group	$28,340,874	$1,139,370 ▼	-3.9%	472,584	1.8%	Finance
GOOGL Alphabet	$28,137,158	$9,378,190 ▼	-25.0%	97,848	1.8%	Computer and Technology
DELL Dell Technologies	$27,897,722	$1,574,010 ▲	6.0%	169,973	1.8%	Computer and Technology
MSFT Microsoft	$27,892,707	$171,389 ▲	0.6%	75,351	1.8%	Computer and Technology
MS Morgan Stanley	$27,314,547	$4,562,216 ▼	-14.3%	165,975	1.8%	Finance
ROST Ross Stores	$27,263,527	$1,642,272 ▼	-5.7%	125,853	1.8%	Retail/Wholesale
STX Seagate Technology	$26,886,041	$25,000,896 ▼	-48.2%	68,629	1.7%	Computer and Technology
TPR Tapestry	$26,755,677	$9,626,789 ▼	-26.5%	189,609	1.7%	Retail/Wholesale
PFE Pfizer	$26,643,206	$5,830,588 ▲	28.0%	948,832	1.7%	Medical
HUBB Hubbell	$26,458,561	$1,244,018 ▼	-4.5%	53,916	1.7%	Industrials
ESI Element Solutions	$26,446,492	$26,446,492 ▲	New Holding	774,648	1.7%	Basic Materials
HON Honeywell International	$26,438,405	$667,464 ▲	2.6%	116,969	1.7%	Multi-Sector Conglomerates
CVX Chevron	$25,018,775	$895,671 ▼	-3.5%	120,922	1.6%	Energy
KR Kroger	$24,872,173	$1,957,629 ▲	8.5%	343,728	1.6%	Retail/Wholesale
DAL Delta Air Lines	$24,587,792	$1,928 ▲	0.0%	369,852	1.6%	Transportation
AMGN Amgen	$24,295,527	$5,596,862 ▼	-18.7%	69,051	1.6%	Medical
COR Cencora	$24,196,544	$2,770,390 ▼	-10.3%	77,025	1.6%	Medical
NXST Nexstar Media Group	$23,876,424	$58,770 ▼	-0.2%	132,038	1.5%	Consumer Discretionary
NFG National Fuel Gas	$22,935,088	$103,356 ▲	0.5%	244,094	1.5%	Energy
CACI CACI International	$22,923,033	$689,083 ▼	-2.9%	42,148	1.5%	Computer and Technology
VRTX Vertex Pharmaceuticals	$22,389,069	$362,590 ▼	-1.6%	50,139	1.4%	Medical
MET MetLife	$22,219,098	$983,291 ▲	4.6%	314,184	1.4%	Finance
META Meta Platforms	$22,149,451	$19,241,313 ▲	661.6%	38,714	1.4%	Computer and Technology
TMUS T-Mobile US	$21,962,857	$1,855,197 ▲	9.2%	104,570	1.4%	Computer and Technology
AIZ Assurant	$21,096,773	$11,762 ▲	0.1%	96,859	1.4%	Finance
DRI Darden Restaurants	$20,156,870	$197,609 ▲	1.0%	102,820	1.3%	Retail/Wholesale
PGR Progressive	$19,949,871	$1,790,106 ▲	9.9%	100,635	1.3%	Finance
STWD Starwood Property Trust	$19,932,408	$4,138,173 ▲	26.2%	1,157,515	1.3%	Finance
ORCL Oracle	$19,702,615	$1,810,632 ▲	10.1%	133,931	1.3%	Computer and Technology
CI Cigna Group	$18,080,327	$1,091,008 ▲	6.4%	67,780	1.2%	Medical
KDP Keurig Dr Pepper	$17,925,385	$17,925,385 ▲	New Holding	680,797	1.2%	Consumer Staples
SSNC SS&C Technologies	$16,033,839	$445,287 ▲	2.9%	237,292	1.0%	Computer and Technology
ACN Accenture	$15,053,439	$434,852 ▼	-2.8%	75,916	1.0%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$14,482,091	$3,562,035 ▲	32.6%	75,459	0.9%	ETF
IPAC iShares Core MSCI Pacific ETF	$14,110,684	$817,970 ▲	6.2%	184,429	0.9%	ETF
CRM Salesforce	$13,945,027	$410,675 ▼	-2.9%	74,704	0.9%	Computer and Technology
GLOBAL X DEFENSE TECH ETF	$13,716,111	$1,950,154 ▲	16.6%	193,621	0.9%	ETF
PPA Invesco Aerospace & Defense ETF	$11,682,335	$145,484 ▲	1.3%	70,503	0.8%	ETF
AIRR First Trust RBA American Industrial Renaissance ETF	$10,507,594	$5,664,846 ▲	117.0%	94,851	0.7%	Manufacturing
HEDJ WisdomTree Europe Hedged Equity Fund	$10,226,926	$1,817,054 ▲	21.6%	195,544	0.7%	Finance
KBWB Invesco KBW Bank ETF	$9,341,935	$3,908,053 ▼	-29.5%	118,073	0.6%	Manufacturing
KRE SPDR S&P Regional Banking ETF	$9,019,214	$3,746,637 ▼	-29.3%	138,438	0.6%	ETF
NVDA NVIDIA	$6,779,990	$541,688 ▲	8.7%	38,876	0.4%	Computer and Technology
XOM ExxonMobil	$6,176,488	$282,315 ▼	-4.4%	36,405	0.4%	Energy
JPM JPMorgan Chase & Co.	$6,029,234	$164,439 ▼	-2.7%	20,496	0.4%	Finance
ABBV AbbVie	$5,777,390	$81,124 ▲	1.4%	26,564	0.4%	Medical
MRK Merck & Co., Inc.	$5,694,989	$254,653 ▼	-4.3%	47,344	0.4%	Medical
KMI Kinder Morgan	$5,530,693	$22,633 ▲	0.4%	164,948	0.4%	Energy
R Ryder System	$5,457,159	$75,129 ▲	1.4%	26,658	0.4%	Transportation
AMZN Amazon.com	$5,393,151	$15,620 ▲	0.3%	25,895	0.3%	Retail/Wholesale
PNC The PNC Financial Services Group	$5,211,406	$37,456 ▲	0.7%	25,044	0.3%	Finance
AEP American Electric Power	$5,186,014	$14,812 ▼	-0.3%	39,564	0.3%	Utilities
NTAP NetApp	$5,180,684	$130,137 ▲	2.6%	50,598	0.3%	Computer and Technology
TXN Texas Instruments	$5,157,717	$48,535 ▲	0.9%	26,567	0.3%	Computer and Technology
EOG EOG Resources	$5,122,693	$351,161 ▲	7.4%	35,434	0.3%	Energy
STT State Street	$5,041,287	$458,023 ▼	-8.3%	39,833	0.3%	Finance
T AT&T	$5,029,625	$90,710 ▲	1.8%	173,495	0.3%	Computer and Technology
GILD Gilead Sciences	$5,012,024	$375,045 ▼	-7.0%	35,962	0.3%	Medical
TRV Travelers Companies	$4,908,616	$3,500 ▲	0.1%	16,829	0.3%	Finance
GD General Dynamics	$4,905,858	$23,338 ▲	0.5%	14,294	0.3%	Aerospace
LMT Lockheed Martin	$4,795,456	$166,819 ▼	-3.4%	7,934	0.3%	Aerospace
PEP PepsiCo	$4,767,854	$165,228 ▲	3.6%	30,703	0.3%	Consumer Staples
KO CocaCola	$4,767,667	$51,714 ▲	1.1%	62,691	0.3%	Consumer Staples
ADP Automatic Data Processing	$4,751,364	$4,285,269 ▲	919.4%	23,385	0.3%	Computer and Technology
USB U.S. Bancorp	$4,695,102	$275,705 ▼	-5.5%	90,273	0.3%	Finance
O Realty Income	$4,663,442	$42,337 ▲	0.9%	76,225	0.3%	Finance
EMN Eastman Chemical	$4,622,779	$4,622,779 ▲	New Holding	60,571	0.3%	Basic Materials
PEG Public Service Enterprise Group	$4,611,855	$87,992 ▲	1.9%	56,972	0.3%	Utilities
UNH UnitedHealth Group	$4,559,983	$4,559,983 ▲	New Holding	16,852	0.3%	Medical
SBUX Starbucks	$4,553,134	$54,829 ▲	1.2%	50,822	0.3%	Retail/Wholesale
IBM International Business Machines	$4,496,380	$30,299 ▲	0.7%	18,550	0.3%	Computer and Technology
AMT American Tower	$4,463,264	$4,463,264 ▲	New Holding	25,862	0.3%	Finance
MDT Medtronic	$4,456,410	$4,429,722 ▲	16,598.1%	51,430	0.3%	Medical
PG Procter & Gamble	$4,410,381	$337,849 ▲	8.3%	30,534	0.3%	Consumer Staples
IVW iShares S&P 500 Growth ETF	$4,408,261	$86,303 ▼	-1.9%	38,973	0.3%	ETF
KIMBERLY-CLARK CORP COM	$4,391,797	$4,391,797 ▲	New Holding	45,525	0.3%	Stock
DKS DICK'S Sporting Goods	$4,320,540	$98,550 ▲	2.3%	21,789	0.3%	Retail/Wholesale
MSM MSC Industrial Direct	$4,213,920	$112,571 ▲	2.7%	45,669	0.3%	Industrials
CMCSA Comcast	$4,186,722	$80,790 ▲	2.0%	145,828	0.3%	Consumer Discretionary
MCD McDonald's	$4,120,640	$26,106 ▲	0.6%	13,259	0.3%	Retail/Wholesale
TROW T. Rowe Price Group	$4,093,798	$115,559 ▲	2.9%	45,416	0.3%	Finance
SKYY First Trust Cloud Computing ETF	$4,089,955	$48,665 ▲	1.2%	37,399	0.3%	Manufacturing
QCOM Qualcomm	$4,047,596	$1,104,815 ▼	-21.4%	31,430	0.3%	Computer and Technology
VICI VICI Properties	$4,028,310	$1,277,457 ▲	46.4%	147,449	0.3%	Finance
HD Home Depot	$3,859,640	$88,145 ▲	2.3%	11,735	0.2%	Retail/Wholesale
BNDX Vanguard Total International Bond ETF	$3,854,493	$642,480 ▲	20.0%	80,218	0.2%	ETF
SOXX iShares Semiconductor ETF	$3,765,791	$421,014 ▲	12.6%	11,458	0.2%	ETF
SDY SPDR S&P Dividend ETF	$3,697,434	$402,069 ▼	-9.8%	25,335	0.2%	ETF
BSV Vanguard Short-Term Bond ETF	$3,669,510	$360,372 ▲	10.9%	46,799	0.2%	ETF
JPMORGAN U.S. TECH LEADERS ETF	$3,582,879	$6,681 ▼	-0.2%	45,045	0.2%	ETF
AMPLIFY CYBERSECURITY ETF	$3,411,339	$96,265 ▲	2.9%	45,430	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Valley Wealth Managers, Inc. Top Holdings and 13F Report (2026)

About Valley Wealth Managers, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Valley Wealth Managers, Inc. Top Holdings and 13F Report (2026)

About Valley Wealth Managers, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofValley Wealth Managers, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools