§ 13F · FUND PROFILE
VALLEY WEALTH MANAGERS, INC..
AUM · $1.7B (13F)Positions · 534Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$56M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 499K | $64M | 3.7% | −5% |
| 2 | STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 52K | $50M | 2.9% | −16% |
| 3 | AAPL | APPLE INC COM | 172K | $50M | 2.9% | +1% |
| 4 | DELL | DELL TECHNOLOGIES INC CL C | 94K | $40M | 2.3% | −39% |
| 5 | GLW | CORNING INC COM | 158K | $40M | 2.3% | −43% |
| 6 | AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 610K | $40M | 2.3% | −17% |
| 7 | AVGO | BROADCOM INC COM | 104K | $39M | 2.3% | −3% |
| 8 | CSCO | CISCO SYS INC COM | 328K | $39M | 2.2% | −3% |
| 9 | VTV | VANGUARD MORNINGSTAR VALUE ETF | 174K | $38M | 2.2% | ±0% |
| 10 | ESI | ELEMENT SOLUTIONS INC COM | 695K | $33M | 1.9% | −2% |
§ 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 $1.7 billion in assets. The fund runs a broad portfolio of 534 positions.
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