CIK 924166
VALLEY WEALTH MANAGERS, INC.
Institutional 13F holdings & portfolio
Holdings
359
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 359
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | 14K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 9K | $1M+ | SH |
| O | REALTY INCOME CORP COM | 19K | $1M+ | SH |
| KLAC | KLA CORP COM NEW | 851 | $1M+ | SH |
| HD | HOME DEPOT INC COM | 3K | $1M+ | SH |
| EOG | EOG RES INC COM | 10K | $500K+ | SH |
| FNF | FIDELITY NATIONAL FINANCIAL IN COM SHS | 18K | $500K+ | SH |
| PRU | PRUDENTIAL FINL INC COM | 8K | $500K+ | SH |
| AMAT | APPLIED MATLS INC COM | 4K | $500K+ | SH |
| MCD | MCDONALDS CORP COM | 3K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 2K | $500K+ | SH |
| MSM | MSC INDL DIRECT INC CL A | 10K | $500K+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC COM | 3K | $500K+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 2K | $500K+ | SH |
| LPLA | LPL FINL HLDGS INC COM | 2K | $500K+ | SH |
| TJX | TJX COS INC NEW COM | 5K | $500K+ | SH |
| NFLX | NETFLIX INC. COM | 8K | $500K+ | SH |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | 33K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC COM | 4K | $500K+ | SH |
| HCA | HCA HEALTHCARE INC COM | 2K | $500K+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 1K | $500K+ | SH |
| FICO | FAIR ISAAC CORP COM | 416 | $500K+ | SH |
| FLTR | VANECK IG FLOATING RATE ETF | 27K | $500K+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC COM | 8K | $500K+ | SH |
| APO | APOLLO GLOBAL MGMT INC COM | 5K | $500K+ | SH |
| INTU | INTUIT COM | 1K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 2K | $500K+ | SH |
| MSCI | MSCI INC COM | 1K | $500K+ | SH |
| SHW | SHERWIN WILLIAMS CO COM | 2K | $500K+ | SH |
| FTNT | FORTINET INC COM | 8K | $500K+ | SH |
| NOW | SERVICENOW INC COM | 4K | $500K+ | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 4K | $500K+ | SH |
| TDG | TRANSDIGM GROUP INC COM | 444 | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 2K | $500K+ | SH |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 10K | $500K+ | SH |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 7K | $500K+ | SH |
| SNPS | SYNOPSYS INC COM | 1K | $500K+ | SH |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 6K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 927 | $100K–$500K | SH |
| LYB | LYONDELLBASELL INDUSTRIES N V SHS - A - | 10K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO COM CL A | 2K | $100K–$500K | SH |
| HPQ | HP INC COM | 16K | $100K–$500K | SH |
| TSLA | TESLA INC COM | 746 | $100K–$500K | SH |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 7K | $100K–$500K | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 2K | $100K–$500K | SH |
| VRP | INVESCO VARIABLE RATE PREFERRED ETF | 13K | $100K–$500K | SH |
| WMT | WALMART INC COM | 3K | $100K–$500K | SH |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 2K | $100K–$500K | SH |
| IVV | ISHARES CORE S&P 500 ETF | 387 | $100K–$500K | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 4K | $100K–$500K | SH |