Valley Wealth Managers, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.55B
Q ending 2026-03-31
Prior quarter
$1.56B
Q ending 2025-12-31
Change
-0.5% QoQ · +17.8% YoY
Positions
316
reported holdings
Largest positions
Top 100 of 316 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Russell 1000 Growth Etf | VONG | Shares | $58.3M | 532K |
| Apple Inc Com | AAPL | Shares | $46.5M | 183K |
| Corning Inc Com | GLW | Shares | $41.7M | 306K |
| Broadcom Inc Com | AVGO | Shares | $35.6M | 115K |
| Global X Artificial Intelligence & | AIQ | Shares | $35.0M | 749K |
| Vanguard Value Etf | VTV | Shares | $34.9M | 178K |
| Hasbro Inc Com | HAS | Shares | $30.0M | 320K |
| Cisco Sys Inc Com | CSCO | Shares | $29.8M | 384K |
| Verizon Communications Inc Com | VZ | Shares | $29.7M | 593K |
| Citizens Finl Group Inc Com | CFG | Shares | $28.3M | 473K |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $28.1M | 98K |
| Dell Technologies Inc Cl C | DELL | Shares | $27.9M | 170K |
| Microsoft Corp Com | MSFT | Shares | $27.9M | 75K |
| Morgan Stanley Com New | MS | Shares | $27.3M | 166K |
| Ross Stores Inc Com | ROST | Shares | $27.3M | 126K |
| Seagate Technology Hldngs Plc Ord | Shares | $26.9M | 69K | |
| Tapestry Inc Com | TPR | Shares | $26.8M | 190K |
| Pfizer Inc Com | PFE | Shares | $26.6M | 949K |
| Hubbell Inc Com | HUBB | Shares | $26.5M | 54K |
| Element Solutions Inc Com | ESI | Shares | $26.4M | 775K |
| Honeywell Intl Inc Com | HONGBP | Shares | $26.4M | 117K |
| Chevron Corporation Com | CVX | Shares | $25.0M | 121K |
| Kroger Co Com | KR | Shares | $24.9M | 344K |
| Delta Air Lines Inc Com New | DAL | Shares | $24.6M | 370K |
| Amgen Inc Com | AMGN | Shares | $24.3M | 69K |
| Cencora Inc Com | COR | Shares | $24.2M | 77K |
| Nexstar Media Group Inc Common Sto | NXST | Shares | $23.9M | 132K |
| National Fuel Gas Co Com | NFG | Shares | $22.9M | 244K |
| Caci Intl Inc Cl A | CACI | Shares | $22.9M | 42K |
| Vertex Pharmaceuticals Inc Com | VRTX | Shares | $22.4M | 50K |
| Metlife Inc Com | MET | Shares | $22.2M | 314K |
| Meta Platforms Inc Cl A | META | Shares | $22.1M | 39K |
| T-Mobile Us Inc Com | TMUS | Shares | $22.0M | 105K |
| Assurant Inc Com | AIZ | Shares | $21.1M | 97K |
| Darden Restaurants Inc Com | DRI | Shares | $20.2M | 103K |
| Progressive Corp Com | PGR | Shares | $19.9M | 101K |
| Starwood Ppty Tr Inc Com | STWD | Shares | $19.9M | 1.2M |
| Oracle Corp Com | ORCL | Shares | $19.7M | 134K |
| The Cigna Group Com | CI | Shares | $18.1M | 68K |
| Keurig Dr Pepper Inc Com | KDP | Shares | $17.9M | 681K |
| Ss&C Tech Hldgs Com | SSNC | Shares | $16.0M | 237K |
| Accenture Plc Ireland Shs Class A | Shares | $15.1M | 76K | |
| Invesco S&P 500 Equal Weight Etf | RSP | Shares | $14.5M | 75K |
| Ishares Core Msci Pacific Etf | IPAC | Shares | $14.1M | 184K |
| Salesforce Inc Com | CRM | Shares | $13.9M | 75K |
| Global X Defense Tech Etf | SHLD | Shares | $13.7M | 194K |
| Invesco Aerospace & Defense Etf | PPA | Shares | $11.7M | 71K |
| First Trust Rba American Industria | AIRR | Shares | $10.5M | 95K |
| Wisdomtree Europe Hedged Equity Fu | HEDJ | Shares | $10.2M | 196K |
| Invesco Kbw Bank Etf | KBWB | Shares | $9.3M | 118K |
| State Street Spdr S&P Regional Ban | KRE | Shares | $9.0M | 138K |
| Nvidia Corporation Com | NVDA | Shares | $6.8M | 39K |
| Exxon Mobil Corp Com | XOM | Shares | $6.2M | 36K |
| Jpmorgan Chase & Co Com | JPM | Shares | $6.0M | 20K |
| Abbvie Inc Com | ABBV | Shares | $5.8M | 27K |
| Merck & Co Inc Com | MRK | Shares | $5.7M | 47K |
| Kinder Morgan Inc Del Com | KMI | Shares | $5.5M | 165K |
| Ryder Sys Inc Com | R | Shares | $5.5M | 27K |
| Amazon Com Inc Com | AMZN | Shares | $5.4M | 26K |
| Pnc Finl Svcs Group Inc Com | PNC | Shares | $5.2M | 25K |
| American Elec Pwr Co Inc Com | AEP | Shares | $5.2M | 40K |
| Netapp Inc Com | NTAP | Shares | $5.2M | 51K |
| Texas Instrs Inc Com | TXN | Shares | $5.2M | 27K |
| Eog Res Inc Com | EOG | Shares | $5.1M | 35K |
| State Str Corp Com | STT | Shares | $5.0M | 40K |
| At&T Inc Com | T | Shares | $5.0M | 173K |
| Gilead Sciences Inc Com | GILD | Shares | $5.0M | 36K |
| Travelers Companies Inc Com | TRV | Shares | $4.9M | 17K |
| General Dynamics Corp Com | GD | Shares | $4.9M | 14K |
| Lockheed Martin Corp Com | LMT | Shares | $4.8M | 8K |
| Pepsico Inc Com | PEP | Shares | $4.8M | 31K |
| Coca Cola Co Com | KO | Shares | $4.8M | 63K |
| Automatic Data Processing Inc Com | ADP | Shares | $4.8M | 23K |
| Us Bancorp Com New | USB | Shares | $4.7M | 90K |
| Realty Income Corp Com | O | Shares | $4.7M | 76K |
| Eastman Chem Co Com | EMN | Shares | $4.6M | 61K |
| Public Svc Enterprise Group Com | PEG | Shares | $4.6M | 57K |
| Unitedhealth Group Inc Com | UNH | Shares | $4.6M | 17K |
| Starbucks Corp Com | SBUX | Shares | $4.6M | 51K |
| International Business Machs Com | IBM | Shares | $4.5M | 19K |
| American Tower Corp Com | AMT | Shares | $4.5M | 26K |
| Medtronic Plc Shs | Shares | $4.5M | 51K | |
| Procter & Gamble Co Com | PG | Shares | $4.4M | 31K |
| Ishares S&P 500 Growth Etf | IVW | Shares | $4.4M | 39K |
| Kimberly-Clark Corp Com | KMB | Shares | $4.4M | 46K |
| Dicks Sporting Goods Inc Com | DKS | Shares | $4.3M | 22K |
| Msc Indl Direct Inc Cl A | MSM | Shares | $4.2M | 46K |
| Comcast Corp New Cl A | CMCSA | Shares | $4.2M | 146K |
| Mcdonalds Corp Com | MCD | Shares | $4.1M | 13K |
| Price T Rowe Group Inc Com | TROW | Shares | $4.1M | 45K |
| First Trust Cloud Computing Etf | SKYY | Shares | $4.1M | 37K |
| Qualcomm Inc Com | QCOM | Shares | $4.0M | 31K |
| Vici Pptys Inc Com | VICI | Shares | $4.0M | 147K |
| Home Depot Inc Com | HD | Shares | $3.9M | 12K |
| Vanguard Total International Bond | BNDX | Shares | $3.9M | 80K |
| Ishares Semiconductor Etf | SOXX | Shares | $3.8M | 11K |
| State Street Spdr S&P Dividend Etf | SDY | Shares | $3.7M | 25K |
| Vanguard Short-Term Bond Etf | BSV | Shares | $3.7M | 47K |
| Jpmorgan U.S. Tech Leaders Etf | JTEK | Shares | $3.6M | 45K |
| Amplify Cybersecurity Etf | HACK | Shares | $3.4M | 45K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.