Valley Wealth Managers, Inc. 13F Holdings · Q3 2026
Valley Wealth Managers, Inc. reported 339 securities worth $1.76B in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: AAPL (3.45%), DELL (3.11%), VONG (3.00%). Among its top 25 positions this quarter: 15 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $60.8M | 3.45% | 182,489 | Trimmed |
| 2 | DELL | DELL TECHNOLOGIES INC CL C | $54.7M | 3.11% | 101,684 | Trimmed |
| 3 | VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $52.8M | 3.00% | 409,211 | Trimmed |
| 4 | STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $51.7M | 2.94% | 56,007 | Trimmed |
| 5 | VTV | VANGUARD MORNINGSTAR VALUE ETF | $49.8M | 2.83% | 230,611 | Added |
| 6 | AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $41.2M | 2.34% | 632,632 | Added |
| 7 | CSCO | CISCO SYS INC COM | $39.6M | 2.25% | 367,942 | Trimmed |
| 8 | AVGO | BROADCOM INC COM | $39.4M | 2.24% | 112,073 | Added |
| 9 | MSFT | MICROSOFT CORP COM | $38.8M | 2.21% | 75,742 | Added |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | $33.7M | 1.91% | 97,826 | Added |
| 11 | MS | MORGAN STANLEY COM NEW | $31.4M | 1.79% | 167,020 | Added |
| 12 | MET | METLIFE INC COM | $30.3M | 1.72% | 322,248 | Added |
| 13 | DAL | DELTA AIR LINES INC COM NEW | $29.9M | 1.70% | 358,406 | Trimmed |
| 14 | META | META PLATFORMS INC CL A | $29.9M | 1.70% | 41,230 | Trimmed |
| 15 | AMGN | AMGEN INC COM | $29.7M | 1.69% | 70,407 | Trimmed |
| 16 | PFE | PFIZER INC COM | $29.5M | 1.68% | 1.0M | Added |
| 17 | CRM | SALESFORCE INC COM | $29.2M | 1.66% | 127,153 | Trimmed |
| 18 | HAS | HASBRO INC COM | $29.1M | 1.65% | 331,397 | Added |
| 19 | ROST | ROSS STORES INC COM | $29.0M | 1.65% | 124,302 | Added |
| 20 | CFG | CITIZENS FINL GROUP INC COM | $28.4M | 1.61% | 445,328 | Trimmed |
| 21 | VZ | VERIZON COMMUNICATIONS INC COM | $27.9M | 1.59% | 608,781 | Added |
| 22 | ESI | ELEMENT SOLUTIONS INC COM | $27.8M | 1.58% | 765,712 | Added |
| 23 | GLW | CORNING INC COM | $27.4M | 1.56% | 178,430 | Added |
| 24 | VRTX | VERTEX PHARMACEUTICALS INC COM | $27.1M | 1.54% | 51,753 | Added |
| 25 | CACI | CACI INTL INC CL A | $26.7M | 1.52% | 43,821 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR