Valley Wealth Managers Inc. Portfolio Shifts in Q3 2026

Valley Wealth Managers Inc. has recently updated its investment portfolio, reflecting strategic buying and selling activities during the third quarter of 2026. The firm's portfolio, valued at approximately $1.76 billion as of September 30, 2026, includes a diverse set of holdings across multiple sectors, with Technology remaining a dominant sector at 29.32% allocation.

Among the most significant actions this quarter, Valley Wealth Managers Inc. notably increased its positions in several exchange-traded funds (ETFs). The firm bought substantial shares of CUBESMART COM (CUBE), JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE), and INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF (RSPH). These purchases, representing increases of 100%, 100%, and 100% respectively, suggest confidence in these sectors or funds. Additionally, the firm added shares to the FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF (AIRR) and FIDUCIAIRE NATIONAL FINL INC COM SHS (FNF), indicating interest in cyclical industrial stocks and financial services.

On the sell side, Valley Wealth Managers Inc. divested from several holdings significantly. The firm sold a large portion of its holdings in STARWOOD PPTY TR INC COM (STWD), reducing its stake by 99.34%. Similarly, it sold nearly all of its positions in HONEYWELL AEROSPACE INC COM (HONA) and WISDOMTREE EUROPE HEDGED EQUITY FUND (HEDJ), with reductions of 95.96% and 98.21% respectively. The firm also decreased its position in VANGUARD RUSSELL 1000 GROWTH ETF (VONG) by 19.35%, and reduced its holdings in COMCAST CORP NEW CL A (CMCSA) by 98.39%. These exits signal a reduction in exposure to certain sectors or specific companies.

These changes reflect a dynamic approach to portfolio management. The significant buying activity in CUBE, JIRE, RSPH, and AIRR points towards a potential strategic focus on Real Estate and related sectors, while the selling of HONA, STWD, and CMCSA suggests a shift away from certain industrial and consumer sectors. The substantial reduction in holdings of AVGO and MSFT, though not among the top holdings, indicates a minor adjustment in the Technology sector overall.

Valley Wealth Managers Inc. also maintained strong positions in several core holdings. APPLE INC COM (AAPL) and DELL TECHNOLOGIES INC CL C (DELL) saw their portfolio allocations remain steady at 3.45% and 3.11% respectively, despite slight decreases in shares. Other stable Technology holdings include CSCO and AVGO, which, while experiencing small share decreases, still hold significant allocations. The firm's portfolio now includes 341 holdings, with the top five holdings accounting for 15.33% of the total value.

The portfolio's sector allocation shows a balanced approach, with Technology being the largest sector at 29.32%, followed by Real Estate at 1.98%, Financial Services at 10.84%, and others like Healthcare, Communication Services, Consumer Cyclical, Consumer Defensive, Energy, and Unknown sectors rounding out the allocation. These changes in individual stock holdings and ETFs will impact the overall sector weightings, though the full details of sector shifts require a deeper analysis of the underlying components.

For more detailed information on Valley Wealth Managers Inc.'s investment strategy and performance, visit their profile at Valley Wealth Managers Inc.. To explore specific stock performance and holdings, you can visit individual stock profiles such as APPLE INC, DELL TECHNOLOGIES INC, CUBESMART COM, and others mentioned in this report.