account_balance
Investment manager · 13F filer · SEC CIK 924166
Valley Wealth Managers, Inc.
Reported value$1.76Bas of Sep 30, 2026
Positions345 27 new, 21 sold out
Top 10 weight26.3%AAPL alone is 3%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
3.5%
DELLDell Technologies Inc.
3.1%Trimmed −3%
VONGVanguard Russell 1000 Growth ETF
3.0%Trimmed −19%
STXSeagate Technology Holdings PLC
2.9%Trimmed −3%
VTVVanguard Morningstar Value ETF
2.8%Added +29%
AIQGlobal X Artificial Intelligence & Technology ETF
2.3%Added +2%
CSCOCisco Systems, Inc.
2.3%
AVGOBroadcom Inc.
2.2%
MSFTMicrosoft Corp
2.2%
GOOGLAlphabet Inc.
1.9%
MSMorgan Stanley
1.8%
METMetLife Inc
1.7%
AAPLApple Inc.
3.5%
DELLDell Technologies Inc.
3.1%
VONGVanguard Russell 1000 Growth ETF
3.0%
STXSeagate Technology Holdings PLC
2.9%−3%
VTVVanguard Morningstar Value ETF
2.8%+29%
AIQGlobal X Artificial Intelligence & Technology ETF
2.3%+2%
CSCOCisco Systems, Inc.
2.3%
AVGOBroadcom Inc.
2.2%
MSFTMicrosoft Corp
2.2%
GOOGLAlphabet Inc.
1.9%
MSMorgan Stanley
1.8%
METMetLife Inc
1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 3.5% HeldDELL Dell Technologies Inc. 3.1% Trimmed −3%
VONG Vanguard Russell 1000 Growth ETF 3.0% Trimmed −19%
STX Seagate Technology Holdings PLC 2.9% Trimmed −3%VTV Vanguard Morningstar Value ETF 2.8% Added +29%
AIQ Global X Artificial Intelligence & Technology ETF 2.3% Added +2%
CSCO Cisco Systems, Inc. 2.3% HeldAVGO Broadcom Inc. 2.2% HeldMSFT Microsoft Corp 2.2% HeldGOOGL Alphabet Inc. 1.9% HeldMS Morgan Stanley 1.8% HeldMET MetLife Inc 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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