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 $1.55B across 311 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VONG ($58.3M, 3.76%), AAPL ($46.5M, 3.00%), GLW ($41.7M, 2.68%), AVGO ($35.6M, 2.29%), VTV ($34.9M, 2.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $58.3M | 3.76% | 531,649 | Added |
| 2 | AAPL | APPLE INC COM | $46.5M | 3.00% | 183,348 | Trimmed |
| 3 | GLW | CORNING INC COM | $41.7M | 2.68% | 306,483 | Trimmed |
| 4 | AVGO | BROADCOM INC COM | $35.6M | 2.29% | 115,022 | Trimmed |
| 5 | VTV | VANGUARD VALUE ETF | $34.9M | 2.25% | 177,933 | Added |
| 6 | AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $35.0M | 2.25% | 748,911 | Added |
| 7 | HAS | HASBRO INC COM | $30.0M | 1.93% | 320,301 | Trimmed |
| 8 | VZ | VERIZON COMMUNICATIONS INC COM | $29.7M | 1.92% | 592,575 | Added |
| 9 | CSCO | CISCO SYS INC COM | $29.8M | 1.92% | 384,452 | Trimmed |
| 10 | CFG | CITIZENS FINL GROUP INC COM | $28.3M | 1.82% | 472,584 | Trimmed |
| 11 | GOOGL | ALPHABET INC CAP STK CL A | $28.1M | 1.81% | 97,848 | Trimmed |
| 12 | MSFT | MICROSOFT CORP COM | $27.9M | 1.80% | 75,351 | Added |
| 13 | DELL | DELL TECHNOLOGIES INC CL C | $27.9M | 1.80% | 169,973 | Added |
| 14 | ROST | ROSS STORES INC COM | $27.3M | 1.76% | 125,853 | Trimmed |
| 15 | MS | MORGAN STANLEY COM NEW | $27.3M | 1.76% | 165,975 | Trimmed |
| 16 | STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $26.9M | 1.73% | 68,629 | Trimmed |
| 17 | TPR | TAPESTRY INC COM | $26.8M | 1.72% | 189,609 | Trimmed |
| 18 | PFE | PFIZER INC COM | $26.6M | 1.72% | 948,832 | Added |
| 19 | HUBB | HUBBELL INC COM | $26.5M | 1.70% | 53,916 | Trimmed |
| 20 | HON | HONEYWELL INTL INC COM | $26.4M | 1.70% | 116,969 | Added |
| 21 | ESI | ELEMENT SOLUTIONS INC COM | $26.4M | 1.70% | 774,648 | New |
| 22 | CVX | CHEVRON CORPORATION COM | $25.0M | 1.61% | 120,922 | Trimmed |
| 23 | KR | KROGER CO COM | $24.9M | 1.60% | 343,728 | Added |
| 24 | DAL | DELTA AIR LINES INC COM NEW | $24.6M | 1.58% | 369,852 | Added |
| 25 | AMGN | AMGEN INC COM | $24.3M | 1.56% | 69,051 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31