§ 13F · FUND PROFILE
VALLEY WEALTH MANAGERS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.5B (13F)Positions · 496Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$54M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 523K | $57M | 3.7% | +11% |
| 2 | AAPL | APPLE INC COM | 171K | $43M | 2.8% | −5% |
| 3 | GLW | CORNING INC COM | 279K | $38M | 2.4% | −16% |
| 4 | AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 740K | $35M | 2.2% | +15% |
| 5 | VTV | VANGUARD VALUE ETF | 174K | $34M | 2.2% | +37% |
| 6 | AVGO | BROADCOM INC COM | 108K | $33M | 2.2% | −16% |
| 7 | HAS | HASBRO INC COM | 283K | $27M | 1.7% | −4% |
| 8 | VZ | VERIZON COMMUNICATIONS INC COM | 526K | $26M | 1.7% | +4% |
| 9 | MSFT | MICROSOFT CORP COM | 71K | $26M | 1.7% | +1% |
| 10 | CSCO | CISCO SYS INC COM | 336K | $26M | 1.7% | −3% |
§ 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 $1.5 billion in assets. The fund runs a broad portfolio of 496 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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