Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
VALLEY WEALTH MANAGERS, INC. (CIK 924166) reported $1.73B across 339 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VONG ($64.8M, 3.75%), STX ($55.6M, 3.21%), AAPL ($53.4M, 3.08%), DELL ($45.1M, 2.61%), GLW ($44.7M, 2.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $64.8M | 3.75% | 507,390 | Trimmed |
| 2 | STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $55.6M | 3.21% | 57,623 | Trimmed |
| 3 | AAPL | APPLE INC COM | $53.4M | 3.08% | 184,501 | Added |
| 4 | DELL | DELL TECHNOLOGIES INC CL C | $45.1M | 2.61% | 104,500 | Trimmed |
| 5 | GLW | CORNING INC COM | $44.7M | 2.58% | 174,990 | Trimmed |
| 6 | CSCO | CISCO SYS INC COM | $44.0M | 2.54% | 374,637 | Trimmed |
| 7 | AVGO | BROADCOM INC COM | $42.0M | 2.43% | 111,224 | Trimmed |
| 8 | AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $40.6M | 2.34% | 618,352 | Trimmed |
| 9 | VTV | VANGUARD MORNINGSTAR VALUE ETF | $38.9M | 2.25% | 178,281 | Added |
| 10 | ESI | ELEMENT SOLUTIONS INC COM | $36.4M | 2.10% | 761,681 | Trimmed |
| 11 | MS | MORGAN STANLEY COM NEW | $34.7M | 2.01% | 166,230 | Added |
| 12 | GOOGL | ALPHABET INC CAP STK CL A | $34.6M | 2.00% | 96,873 | Trimmed |
| 13 | DAL | DELTA AIR LINES INC COM NEW | $34.5M | 1.99% | 368,370 | Trimmed |
| 14 | CFG | CITIZENS FINL GROUP INC COM | $31.5M | 1.82% | 449,107 | Trimmed |
| 15 | TPR | TAPESTRY INC COM | $28.1M | 1.62% | 191,878 | Added |
| 16 | MSFT | MICROSOFT CORP COM | $28.1M | 1.62% | 75,241 | Trimmed |
| 17 | HUBB | HUBBELL INC COM | $28.1M | 1.62% | 53,624 | Trimmed |
| 18 | MET | METLIFE INC COM | $27.2M | 1.57% | 321,522 | Added |
| 19 | HAS | HASBRO INC COM | $27.0M | 1.56% | 327,212 | Added |
| 20 | ROST | ROSS STORES INC COM | $26.4M | 1.53% | 124,226 | Trimmed |
| 21 | AIZ | ASSURANT INC COM | $26.4M | 1.53% | 98,305 | Added |
| 22 | VRTX | VERTEX PHARMACEUTICALS INC COM | $25.5M | 1.47% | 51,329 | Added |
| 23 | VZ | VERIZON COMMUNICATIONS INC COM | $25.4M | 1.47% | 599,223 | Added |
| 24 | AMGN | AMGEN INC COM | $25.5M | 1.47% | 70,456 | Added |
| 25 | NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $24.9M | 1.44% | 139,399 | Added |
Source: SEC Form 13F filings · as of 2026-06-30