Valley Wealth Managers
$1.7B 13F equity value
353 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Valley Wealth Managers covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 507,390 | $65M | 3.7% |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 57,623 | $56M | 3.2% |
| AAPL | APPLE INC COM | 184,501 | $53M | 3.1% |
| DELL | DELL TECHNOLOGIES INC CL C | 104,500 | $45M | 2.6% |
| GLW | CORNING INC COM | 174,990 | $45M | 2.6% |
| CSCO | CISCO SYS INC COM | 374,637 | $44M | 2.5% |
| AVGO | BROADCOM INC COM | 111,224 | $42M | 2.4% |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 618,352 | $41M | 2.3% |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | 178,281 | $39M | 2.2% |
| ESI | ELEMENT SOLUTIONS INC COM | 761,681 | $36M | 2.1% |
Track Valley Wealth Managers's 13F portfolio: $1.7B in reported holdings, 353 positions. Top holdings and quarterly changes on SentiSense.
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