Valley Wealth Managers, Inc. Portfolio Stock Holdings
Valley Wealth Managers, Inc. disclosed 316 stock positions valued at approximately $1.6 billion in its latest SEC 13F filing. The largest holdings include VANGUARD RUSSELL 1000 GROWTH ETF, APPLE INC COM, and CORNING INC COM. The filing reflects positions held as of March 31, 2026 and was filed on May 6, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 316
- Portfolio Value
- $1.6B
Holdings by Sector
Valley Wealth Managers, Inc. Portfolio Holdings in Q1 2026
303 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 GROWTH ETF | VONG | Other | 3.76% | 531,649 | +54,596 | +11.44% | $58,316,577 |
| APPLE INC COM | AAPL | Technology | 3.00% | 183,348 | -9,165 | -4.76% | $46,531,928 |
| CORNING INC COM | GLW | Technology | 2.68% | 306,483 | -58,871 | -16.11% | $41,672,450 |
| BROADCOM INC COM | AVGO | Technology | 2.29% | 115,022 | -21,408 | -15.69% | $35,600,569 |
| GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | AIQ | Other | 2.25% | 748,911 | +97,869 | +15.03% | $34,951,677 |
| VANGUARD VALUE ETF | VTV | Other | 2.25% | 177,933 | +48,131 | +37.08% | $34,910,489 |
| HASBRO INC COM | HAS | Consumer Cyclical | 1.93% | 320,301 | -11,680 | -3.52% | $29,980,208 |
| CISCO SYS INC COM | CSCO | Technology | 1.92% | 384,452 | -11,664 | -2.94% | $29,829,648 |
| VERIZON COMMUNICATIONS INC COM | VZ | Communication Services | 1.92% | 592,575 | +20,033 | +3.50% | $29,747,263 |
| CITIZENS FINL GROUP INC COM | CFG | Financial Services | 1.82% | 472,584 | -18,999 | -3.86% | $28,340,874 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 1.81% | 97,848 | -32,613 | -25.00% | $28,137,158 |
| DELL TECHNOLOGIES INC CL C | DELL | Technology | 1.80% | 169,973 | +9,590 | +5.98% | $27,897,722 |
| MICROSOFT CORP COM | MSFT | Technology | 1.80% | 75,351 | +463 | +0.62% | $27,892,707 |
| MORGAN STANLEY COM NEW | MS | Financial Services | 1.76% | 165,975 | -27,722 | -14.31% | $27,314,547 |
| ROSS STORES INC COM | ROST | Consumer Cyclical | 1.76% | 125,853 | -7,581 | -5.68% | $27,263,527 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | STX | Other | 1.73% | 68,629 | -63,817 | -48.18% | $26,886,041 |
| TAPESTRY INC COM | TPR | Consumer Cyclical | 1.72% | 189,609 | -68,222 | -26.46% | $26,755,677 |
| PFIZER INC COM | PFE | Healthcare | 1.72% | 948,832 | +207,642 | +28.01% | $26,643,206 |
| HUBBELL INC COM | HUBB | Industrials | 1.70% | 53,916 | -2,535 | -4.49% | $26,458,561 |
| ELEMENT SOLUTIONS INC COM | ESI | Basic Materials | 1.70% | 774,648 | +774,648 | +100.00% | $26,446,492 |
| HONEYWELL INTL INC COM | HON | Industrials | 1.70% | 116,969 | +2,953 | +2.59% | $26,438,405 |
| CHEVRON CORPORATION COM | CVX | Energy | 1.61% | 120,922 | -4,329 | -3.46% | $25,018,775 |
| KROGER CO COM | KR | Consumer Defensive | 1.60% | 343,728 | +27,054 | +8.54% | $24,872,173 |
| DELTA AIR LINES INC COM NEW | DAL | Industrials | 1.58% | 369,852 | +29 | +0.01% | $24,587,792 |
| AMGEN INC COM | AMGN | Healthcare | 1.56% | 69,051 | -15,907 | -18.72% | $24,295,527 |
| CENCORA INC COM | COR | Healthcare | 1.56% | 77,025 | -8,819 | -10.27% | $24,196,544 |
| NEXSTAR MEDIA GROUP INC COMMON STOCK | NXST | Communication Services | 1.54% | 132,038 | -325 | -0.25% | $23,876,424 |
| NATIONAL FUEL GAS CO COM | NFG | Energy | 1.48% | 244,094 | +1,100 | +0.45% | $22,935,088 |
| CACI INTL INC CL A | CACI | Technology | 1.48% | 42,148 | -1,267 | -2.92% | $22,923,033 |
| VERTEX PHARMACEUTICALS INC COM | VRTX | Healthcare | 1.44% | 50,139 | -812 | -1.59% | $22,389,069 |
| METLIFE INC COM | MET | Financial Services | 1.43% | 314,184 | +13,904 | +4.63% | $22,219,098 |
| META PLATFORMS INC CL A | META | Communication Services | 1.43% | 38,714 | +33,631 | +661.64% | $22,149,451 |
| T-MOBILE US INC COM | TMUS | Communication Services | 1.41% | 104,570 | +8,833 | +9.23% | $21,962,857 |
| ASSURANT INC COM | AIZ | Financial Services | 1.36% | 96,859 | +54 | +0.06% | $21,096,773 |
| DARDEN RESTAURANTS INC COM | DRI | Consumer Cyclical | 1.30% | 102,820 | +1,008 | +0.99% | $20,156,870 |
| PROGRESSIVE CORP COM | PGR | Financial Services | 1.28% | 100,635 | +9,030 | +9.86% | $19,949,871 |
| STARWOOD PPTY TR INC COM | STWD | Real Estate | 1.28% | 1,157,515 | +240,312 | +26.20% | $19,932,408 |
| ORACLE CORP COM | ORCL | Technology | 1.27% | 133,931 | +12,308 | +10.12% | $19,702,615 |
| THE CIGNA GROUP COM | CI | Healthcare | 1.16% | 67,780 | +4,090 | +6.42% | $18,080,327 |
| KEURIG DR PEPPER INC COM | KDP | Consumer Defensive | 1.15% | 680,797 | +680,797 | +100.00% | $17,925,385 |
| SS&C TECH HLDGS COM | SSNC | Technology | 1.03% | 237,292 | +6,590 | +2.86% | $16,033,839 |
| ACCENTURE PLC IRELAND SHS CLASS A | ACN | Technology | 0.97% | 75,916 | -2,193 | -2.81% | $15,053,439 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | Other | 0.93% | 75,459 | +18,560 | +32.62% | $14,482,091 |
| ISHARES CORE MSCI PACIFIC ETF | IPAC | Other | 0.91% | 184,429 | +10,691 | +6.15% | $14,110,684 |
| SALESFORCE INC COM | CRM | Technology | 0.90% | 74,704 | -2,200 | -2.86% | $13,945,027 |
| GLOBAL X DEFENSE TECH ETF | SHLD | Other | 0.88% | 193,621 | +27,529 | +16.57% | $13,716,111 |
| INVESCO AEROSPACE & DEFENSE ETF | PPA | Other | 0.75% | 70,503 | +878 | +1.26% | $11,682,335 |
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | AIRR | Other | 0.68% | 94,851 | +51,136 | +116.98% | $10,507,594 |
| WISDOMTREE EUROPE HEDGED EQUITY FUND | HEDJ | Other | 0.66% | 195,544 | +34,743 | +21.61% | $10,226,926 |
| INVESCO KBW BANK ETF | KBWB | Other | 0.60% | 118,073 | -49,394 | -29.49% | $9,341,935 |
| STATE STREET SPDR S&P REGIONAL BANKING ETF | KRE | Other | 0.58% | 138,438 | -57,508 | -29.35% | $9,019,214 |
| NVIDIA CORPORATION COM | NVDA | Technology | 0.44% | 38,876 | +3,106 | +8.68% | $6,779,990 |
| EXXON MOBIL CORP COM | XOM | Energy | 0.40% | 36,405 | -1,664 | -4.37% | $6,176,488 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 0.39% | 20,496 | -559 | -2.65% | $6,029,234 |
| ABBVIE INC COM | ABBV | Healthcare | 0.37% | 26,564 | +373 | +1.42% | $5,777,390 |
| MERCK & CO INC COM | MRK | Healthcare | 0.37% | 47,344 | -2,117 | -4.28% | $5,694,989 |
| KINDER MORGAN INC DEL COM | KMI | Energy | 0.36% | 164,948 | +675 | +0.41% | $5,530,693 |
| RYDER SYS INC COM | R | Industrials | 0.35% | 26,658 | +367 | +1.40% | $5,457,159 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 0.35% | 25,895 | +75 | +0.29% | $5,393,151 |
| PNC FINL SVCS GROUP INC COM | PNC | Financial Services | 0.34% | 25,044 | +180 | +0.72% | $5,211,406 |
| AMERICAN ELEC PWR CO INC COM | AEP | Utilities | 0.33% | 39,564 | -113 | -0.28% | $5,186,014 |
| NETAPP INC COM | NTAP | Technology | 0.33% | 50,598 | +1,271 | +2.58% | $5,180,684 |
| TEXAS INSTRS INC COM | TXN | Technology | 0.33% | 26,567 | +250 | +0.95% | $5,157,717 |
| EOG RES INC COM | EOG | Energy | 0.33% | 35,434 | +2,429 | +7.36% | $5,122,693 |
| STATE STR CORP COM | STT | Financial Services | 0.32% | 39,833 | -3,619 | -8.33% | $5,041,287 |
| AT&T INC COM | T | Communication Services | 0.32% | 173,495 | +3,129 | +1.84% | $5,029,625 |
| GILEAD SCIENCES INC COM | GILD | Healthcare | 0.32% | 35,962 | -2,691 | -6.96% | $5,012,024 |
| TRAVELERS COMPANIES INC COM | TRV | Financial Services | 0.32% | 16,829 | +12 | +0.07% | $4,908,616 |
| GENERAL DYNAMICS CORP COM | GD | Industrials | 0.32% | 14,294 | +68 | +0.48% | $4,905,858 |
| LOCKHEED MARTIN CORP COM | LMT | Industrials | 0.31% | 7,934 | -276 | -3.36% | $4,795,456 |
| PEPSICO INC COM | PEP | Consumer Defensive | 0.31% | 30,703 | +1,064 | +3.59% | $4,767,854 |
| COCA COLA CO COM | KO | Consumer Defensive | 0.31% | 62,691 | +680 | +1.10% | $4,767,667 |
| AUTOMATIC DATA PROCESSING INC COM | ADP | Technology | 0.31% | 23,385 | +21,091 | +919.40% | $4,751,364 |
| US BANCORP COM NEW | USB | Financial Services | 0.30% | 90,273 | -5,301 | -5.55% | $4,695,102 |
| REALTY INCOME CORP COM | O | Real Estate | 0.30% | 76,225 | +692 | +0.92% | $4,663,442 |
| EASTMAN CHEM CO COM | EMN | Basic Materials | 0.30% | 60,571 | +60,571 | +100.00% | $4,622,779 |
| PUBLIC SVC ENTERPRISE GROUP COM | PEG | Utilities | 0.30% | 56,972 | +1,087 | +1.95% | $4,611,855 |
| UNITEDHEALTH GROUP INC COM | UNH | Healthcare | 0.29% | 16,852 | +16,852 | +100.00% | $4,559,983 |
| STARBUCKS CORP COM | SBUX | Consumer Cyclical | 0.29% | 50,822 | +612 | +1.22% | $4,553,134 |
| INTERNATIONAL BUSINESS MACHS COM | IBM | Technology | 0.29% | 18,550 | +125 | +0.68% | $4,496,380 |
| AMERICAN TOWER CORP COM | AMT | Real Estate | 0.29% | 25,862 | +25,862 | +100.00% | $4,463,264 |
| MEDTRONIC PLC SHS | MDT | Other | 0.29% | 51,430 | +51,122 | +16598.05% | $4,456,410 |
| PROCTER & GAMBLE CO COM | PG | Consumer Defensive | 0.28% | 30,534 | +2,339 | +8.30% | $4,410,381 |
| ISHARES S&P 500 GROWTH ETF | IVW | Other | 0.28% | 38,973 | -763 | -1.92% | $4,408,261 |
| KIMBERLY-CLARK CORP COM | KMB | Consumer Defensive | 0.28% | 45,525 | +45,525 | +100.00% | $4,391,797 |
| DICKS SPORTING GOODS INC COM | DKS | Consumer Cyclical | 0.28% | 21,789 | +497 | +2.33% | $4,320,540 |
| MSC INDL DIRECT INC CL A | MSM | Industrials | 0.27% | 45,669 | +1,220 | +2.74% | $4,213,920 |
| COMCAST CORP NEW CL A | CMCSA | Communication Services | 0.27% | 145,828 | +2,814 | +1.97% | $4,186,722 |
| MCDONALDS CORP COM | MCD | Consumer Cyclical | 0.27% | 13,259 | +84 | +0.64% | $4,120,640 |
| PRICE T ROWE GROUP INC COM | TROW | Financial Services | 0.26% | 45,416 | +1,282 | +2.90% | $4,093,798 |
| FIRST TRUST CLOUD COMPUTING ETF | SKYY | Other | 0.26% | 37,399 | +445 | +1.20% | $4,089,955 |
| QUALCOMM INC COM | QCOM | Technology | 0.26% | 31,430 | -8,579 | -21.44% | $4,047,596 |
| VICI PPTYS INC COM | VICI | Real Estate | 0.26% | 147,449 | +46,759 | +46.44% | $4,028,310 |
| HOME DEPOT INC COM | HD | Consumer Cyclical | 0.25% | 11,735 | +268 | +2.34% | $3,859,640 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | BNDX | Other | 0.25% | 80,218 | +13,371 | +20.00% | $3,854,493 |
| ISHARES SEMICONDUCTOR ETF | SOXX | Other | 0.24% | 11,458 | +1,281 | +12.59% | $3,765,791 |
| STATE STREET SPDR S&P DIVIDEND ETF | SDY | Other | 0.24% | 25,335 | -2,755 | -9.81% | $3,697,434 |
| VANGUARD SHORT-TERM BOND ETF | BSV | Other | 0.24% | 46,799 | +4,596 | +10.89% | $3,669,510 |
| JPMORGAN U.S. TECH LEADERS ETF | JTEK | Other | 0.23% | 45,045 | -84 | -0.19% | $3,582,879 |
| AMPLIFY CYBERSECURITY ETF | HACK | Other | 0.22% | 45,430 | +1,282 | +2.90% | $3,411,339 |