Valley Wealth Managers
$1.6B Assets Reported
381 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 531,649 | $58M | 3.8% |
| AAPL | APPLE INC COM | 183,348 | $47M | 3.0% |
| GLW | CORNING INC COM | 306,483 | $42M | 2.7% |
| AVGO | BROADCOM INC COM | 115,022 | $36M | 2.3% |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 748,911 | $35M | 2.3% |
| VTV | VANGUARD VALUE ETF | 177,933 | $35M | 2.2% |
| HAS | HASBRO INC COM | 320,301 | $30M | 1.9% |
| CSCO | CISCO SYS INC COM | 384,452 | $30M | 1.9% |
| VZ | VERIZON COMMUNICATIONS INC COM | 592,575 | $30M | 1.9% |
| CFG | CITIZENS FINL GROUP INC COM | 472,584 | $28M | 1.8% |
Track Valley Wealth Managers's 13F portfolio: $1.6B in reported holdings, 381 positions. Top holdings, AUM, and quarterly changes on SentiSense.