VALLEY WEALTH MANAGERS, INC.
CIK: 0000924166SEC EDGAR →
Portfolio Value
$1.6B
Holdings
359
As of
Q4 2025
New Positions
359
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD RUSSELL 1000 GROWTH ETF | 477,053 | $58.1M | 3.72% |
| 2 | APPLE INC COM | 192,513 | $52.3M | 3.35% |
| 3 | BROADCOM INC COM | 136,430 | $47.2M | 3.03% |
| 4 | ALPHABET INC CAP STK CL A | 130,461 | $40.8M | 2.62% |
| 5 | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 132,446 | $36.5M | 2.34% |
| 6 | MICROSOFT CORP COM | 74,888 | $36.2M | 2.32% |
| 7 | MORGAN STANLEY COM NEW | 193,697 | $34.4M | 2.20% |
| 8 | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 651,042 | $33.1M | 2.12% |
| 9 | TAPESTRY INC COM | 257,831 | $32.9M | 2.11% |
| 10 | CORNING INC COM | 365,354 | $32.0M | 2.05% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (359)
$58.1M · 477K shares
$52.3M · 193K shares
$47.2M · 136K shares
$40.8M · 130K shares
$36.5M · 132K shares
$36.2M · 75K shares
$34.4M · 194K shares
$33.1M · 651K shares
$32.9M · 258K shares
$32.0M · 365K shares
$30.5M · 396K shares
$29.0M · 86K shares
$28.7M · 492K shares
$27.8M · 85K shares
$27.2M · 332K shares
$26.9M · 132K shares
$25.7M · 370K shares
$25.1M · 56K shares
$25.1M · 846K shares
$24.8M · 130K shares
$24.0M · 133K shares
$23.7M · 122K shares
$23.7M · 300K shares
$23.3M · 573K shares
$23.3M · 97K shares
$23.1M · 43K shares
$23.1M · 51K shares
$22.2M · 114K shares
$21.0M · 78K shares
$20.9M · 92K shares
$20.4M · 77K shares
$20.2M · 160K shares
$20.2M · 231K shares
$19.8M · 317K shares
$19.5M · 243K shares
$19.4M · 96K shares
$19.1M · 125K shares
$18.7M · 102K shares
$18.5M · 741K shares
$18.2M · 226K shares
$17.5M · 64K shares
$16.5M · 917K shares
$14.1M · 167K shares
$12.7M · 174K shares
$12.7M · 196K shares
$11.7M · 200K shares
$10.9M · 70K shares
$10.9M · 57K shares
$10.8M · 166K shares
$8.5M · 161K shares
$7.9M · 157K shares
$6.8M · 40K shares
$6.8M · 21K shares
$6.7M · 36K shares
$6.6M · 148K shares
$6.0M · 26K shares
$6.0M · 26K shares
$5.6M · 43K shares
$5.6M · 27K shares
$5.5M · 18K shares
$5.3M · 49K shares
$5.2M · 49K shares
$5.2M · 25K shares
$5.1M · 96K shares
$5.0M · 26K shares
$4.9M · 40K shares
$4.9M · 17K shares
$4.8M · 37K shares
$4.8M · 14K shares
$4.7M · 39K shares
$4.6M · 38K shares
$4.6M · 40K shares
$4.6M · 26K shares
$4.5M · 44K shares
$4.5M · 164K shares
$4.5M · 56K shares
$4.3M · 62K shares
$4.3M · 44K shares
$4.3M · 143K shares
$4.3M · 76K shares
$4.3M · 30K shares
$4.2M · 170K shares
$4.2M · 50K shares
$4.2M · 91K shares
$4.2M · 21K shares
$4.1M · 4K shares
$4.1M · 45K shares
$4.0M · 28K shares
$4.0M · 13K shares
$4.0M · 8K shares
$3.9M · 11K shares
$3.9M · 91K shares
$3.9M · 28K shares
$3.8M · 70K shares
$3.7M · 44K shares
$3.7M · 33K shares
$3.6M · 34K shares
$3.6M · 13K shares
$3.5M · 44K shares
$3.5M · 33K shares
$3.4M · 5K shares
$3.3M · 42K shares
$3.2M · 67K shares
$3.2M · 5K shares
$3.1M · 5K shares
$3.1M · 10K shares
$2.9M · 63K shares
$2.8M · 101K shares
$2.8M · 5K shares
$2.6M · 19K shares
$2.6M · 15K shares
$2.5M · 19K shares
$2.5M · 57K shares
$2.5M · 7K shares
$2.4M · 107K shares
$2.1M · 59K shares
$2.0M · 18K shares
$2.0M · 22K shares
$1.8M · 76K shares
$1.8M · 14K shares
$1.8M · 37K shares
$1.7M · 6K shares
$1.7M · 71K shares
$1.5M · 27K shares
$1.5M · 18K shares
$1.4M · 5K shares
$1.4M · 2K shares
$1.3M · 2K shares
$1.2M · 47K shares
$1.1M · 39K shares
$1.0M · 851 shares
$995K · 21K shares
$934K · 4K shares
$872K · 1K shares
$840K · 31K shares
$827K · 3K shares
$823K · 2K shares
$819K · 2K shares
$806K · 9K shares
$791K · 8K shares
$791K · 5K shares
$781K · 42K shares
$764K · 33K shares
$736K · 4K shares
$730K · 2K shares
$721K · 1K shares
$703K · 416 shares
$696K · 27K shares
$694K · 8K shares
$689K · 5K shares
$686K · 1K shares
$667K · 2K shares
$658K · 56K shares
$656K · 1K shares
$637K · 2K shares
$624K · 8K shares
$623K · 4K shares
$617K · 4K shares
$590K · 2K shares
$590K · 444 shares
$588K · 10K shares
$556K · 7K shares
$545K · 1K shares
$531K · 6K shares
$465K · 927 shares
$387K · 2K shares
$386K · 3K shares
$335K · 746 shares
$317K · 2K shares
$316K · 13K shares
$308K · 2K shares
$305K · 3K shares
$297K · 2K shares
$259K · 7K shares
$237K · 4K shares
$223K · 9K shares
$213K · 542 shares
$199K · 350 shares
$198K · 37 shares
$191K · 2K shares
$166K · 290 shares
$142K · 293 shares
$132K · 1K shares
$124K · 4K shares
$117K · 1K shares
$111K · 513 shares
$106K · 661 shares
$99K · 5K shares
$96K · 304 shares
$95K · 1K shares
$94K · 390 shares
$92K · 1K shares
$89K · 137 shares
$86K · 806 shares
$84K · 1K shares
$82K · 725 shares
$81K · 2K shares
$80K · 642 shares
$76K · 900 shares
$76K · 495 shares
$75K · 820 shares
$73K · 2K shares
$71K · 1K shares
$67K · 576 shares
$64K · 500 shares
$63K · 1K shares
$62K · 2K shares
$61K · 175 shares
$58K · 283 shares
$58K · 1K shares
$56K · 53 shares
$53K · 2K shares
$53K · 245 shares
$53K · 5K shares
$51K · 391 shares
$49K · 531 shares
$49K · 500 shares
$48K · 553 shares
$48K · 180 shares
$48K · 350 shares
$45K · 174 shares
$44K · 579 shares
$44K · 307 shares
$44K · 574 shares
$43K · 6K shares
$41K · 2K shares
$41K · 718 shares
$41K · 47 shares
$39K · 403 shares
$37K · 400 shares
$36K · 110 shares
$34K · 300 shares
$33K · 245 shares
$33K · 270 shares
$32K · 640 shares
$32K · 179 shares
$32K · 200 shares
$31K · 2K shares
$30K · 619 shares
$30K · 160 shares
$29K · 308 shares
$29K · 400 shares
$28K · 76 shares
$27K · 750 shares
$27K · 1K shares
$25K · 65 shares
$25K · 963 shares
$23K · 2K shares
$21K · 392 shares
$21K · 464 shares
$21K · 192 shares
$20K · 475 shares
$20K · 492 shares
$20K · 171 shares
$20K · 240 shares
$19K · 452 shares
$18K · 72 shares
$18K · 88 shares
$18K · 229 shares
$17K · 369 shares
$14K · 216 shares
$14K · 371 shares
$14K · 182 shares
$14K · 225 shares
$14K · 307 shares
$13K · 53 shares
$13K · 100 shares
$12K · 96 shares
$12K · 87 shares
$12K · 80 shares
$12K · 409 shares
$12K · 98 shares
$12K · 57 shares
$12K · 160 shares
$11K · 38 shares
$11K · 230 shares
$11K · 122 shares
$11K · 237 shares
$11K · 52 shares
$11K · 276 shares
$11K · 63 shares
$11K · 655 shares
$11K · 150 shares
$10K · 95 shares
$10K · 200 shares
$10K · 340 shares
$9K · 411 shares
$9K · 33 shares
$9K · 337 shares
$9K · 304 shares
$9K · 134 shares
$8K · 8 shares
$8K · 212 shares
$7K · 163 shares
$6K · 145 shares
$6K · 67 shares
$6K · 53 shares
$6K · 123 shares
$6K · 82 shares
$6K · 12 shares
$6K · 24 shares
$5K · 96 shares
$5K · 132 shares
$5K · 22 shares
$5K · 40K shares
$4K · 16 shares
$4K · 13 shares
$4K · 819 shares
$4K · 96 shares
$4K · 45 shares
$3K · 15 shares
$3K · 109 shares
$3K · 53 shares
$3K · 80 shares
$3K · 158 shares
$3K · 8 shares
$3K · 21 shares
$3K · 228 shares
$3K · 70 shares
$3K · 50 shares
$2K · 49 shares
$2K · 13 shares
$2K · 43 shares
$2K · 7 shares
$2K · 14 shares
$2K · 78 shares
$2K · 14 shares
$2K · 1 shares
$1K · 21 shares
$1K · 13 shares
$1K · 72 shares
$1K · 43 shares
$1K · 43 shares
$1K · 121 shares
$0 · 0 shares
$0 · 22 shares
$0 · 0 shares
$0 · 22 shares
$0 · 145 shares
$0 · 5 shares
$0 · 0 shares
$0 · 7 shares
$0 · 205 shares
$0 · 1 shares
$0 · 1 shares
$0 · 7 shares
$0 · 1 shares
$0 · 22 shares
$0 · 1 shares
$0 · 1 shares
$0 · 0 shares
$0 · 1 shares
$0 · 20 shares
$0 · 298 shares
$0 · 17 shares
$0 · 3K shares
$0 · 0 shares
$0 · 1 shares
$0 · 22 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 151 | $483.1M | 31.0% |
| Technology | 44 | $398.5M | 25.5% |
| Consumer Cyclical | 30 | $157.4M | 10.1% |
| Healthcare | 27 | $116.4M | 7.5% |
| Communication Services | 13 | $102.5M | 6.6% |
| Industrials | 25 | $92.8M | 5.9% |
| Unknown | 25 | $83.5M | 5.4% |
| Energy | 10 | $51.2M | 3.3% |
| Consumer Defensive | 12 | $37.9M | 2.4% |
| Real Estate | 4 | $23.7M | 1.5% |
| Utilities | 7 | $9.3M | 0.6% |
| Basic Materials | 11 | $4.1M | 0.3% |