§ 13F · FUND PROFILE
VALLEY WEALTH MANAGERS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1390.6T (13F)Positions · 491Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$46.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 470K | $57.3T | 3.7% | — |
| 2 | AAPL | APPLE INC COM | 179K | $48.7T | 3.1% | — |
| 3 | AVGO | BROADCOM INC COM | 128K | $44.2T | 2.8% | — |
| 4 | GOOGL | ALPHABET INC CAP STK CL A | 120K | $37.5T | 2.4% | — |
| 5 | MSFT | MICROSOFT CORP COM | 69K | $33.1T | 2.1% | +983% |
| 6 | AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 646K | $32.9T | 2.1% | — |
| 7 | STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 119K | $32.7T | 2.1% | +623% |
| 8 | MS | MORGAN STANLEY COM NEW | 169K | $30.0T | 1.9% | +582% |
| 9 | TPR | TAPESTRY INC COM | 234K | $29.9T | 1.9% | +878% |
| 10 | GLW | CORNING INC COM | 335K | $29.3T | 1.9% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VALLEY SIGNAL
AC read
VALLEY WEALTH MANAGERS, INC. is a Other fund managing $1390554.6 trillion in assets. The fund runs a broad portfolio of 491 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed