CIK 924166

VALLEY WEALTH MANAGERS, INC.

Institutional 13F holdings & portfolio

Holdings

359

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 101–150 of 359

Ticker	Company	Shares	Value	Type
IVW	ISHARES S&P 500 GROWTH ETF	2K	$100K–$500K	SH
SJNK	STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF	9K	$100K–$500K	SH
SDY	STATE STREET SPDR S&P DIVIDEND ETF	2K	$100K–$500K	SH
VBK	VANGUARD SMALL-CAP GROWTH ETF	729	$100K–$500K	SH
VTV	VANGUARD VALUE ETF	1K	$100K–$500K	SH
MA	MASTERCARD INCORPORATED CL A	350	$100K–$500K	SH
BKNG	BOOKING HOLDINGS INC COM	37	$100K–$500K	SH
XLY	STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF	2K	$100K–$500K	SH
VICI	VICI PPTYS INC COM	7K	$100K–$500K	SH
COST	COSTCO WHOLESALE CORPORATION COM	200	$100K–$500K	SH
CAT	CATERPILLAR INC COM	290	$100K–$500K	SH
VUG	VANGUARD GROWTH ETF	293	$100K–$500K	SH
USMV	ISHARES MSCI USA MIN VOL FACTOR ETF	1K	$100K–$500K	SH
SPY	STATE STR SPDR S&P 500 ETF TR TR UNIT	188	$100K–$500K	SH
SLYV	STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF	1K	$100K–$500K	SH
BA	BOEING CO COM	513	$100K–$500K	SH
PM	PHILIP MORRIS INTL INC COM	661	$100K–$500K	SH
IBDV	ISHARES IBONDS DEC 2030 TERM CORPORATE ETF	5K	$50K–$100K	SH
VOT	VANGUARD MID-CAP GROWTH ETF	356	$50K–$100K	SH
ETN	EATON CORP PLC SHS	304	$50K–$100K	SH
SRE	SEMPRA COM	1K	$50K–$100K	SH
LOW	LOWES COS INC COM	390	$50K–$100K	SH
BND	VANGUARD TOTAL BOND MARKET ETF	1K	$50K–$100K	SH
GEV	GE VERNOVA INC COM	137	$50K–$100K	SH
VOE	VANGUARD MID-CAP VALUE ETF	485	$50K–$100K	SH
SUB	ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	806	$50K–$100K	SH
IHI	ISHARES U.S. MEDICAL DEVICES ETF	1K	$50K–$100K	SH
DIS	DISNEY WALT CO COM	725	$50K–$100K	SH
BNDX	VANGUARD TOTAL INTERNATIONAL BOND ETF	2K	$50K–$100K	SH
XLI	STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF	495	$50K–$100K	SH
IHE	ISHARES U.S. PHARMACEUTICALS ETF	900	$50K–$100K	SH
—	ASTRAZENECA PLC ORD	820	$50K–$100K	SH
GSK	GSK PLC SPONSORED ADR	2K	$50K–$100K	SH
SHM	STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF	1K	$50K–$100K	SH
GSLC	TR ACTIVEBETA US LARGE CAP EQUITY ETF	534	$50K–$100K	SH
XLC	STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF	576	$50K–$100K	SH
PSX	PHILLIPS 66 COM	500	$50K–$100K	SH
SPDW	SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	1K	$50K–$100K	SH
VWO	VANGUARD FTSE EMERGING MARKETS ETF	1K	$50K–$100K	SH
FALN	ISHARES FALLEN ANGELS USD BOND ETF	2K	$50K–$100K	SH
ELV	ELEVANCE HEALTH INC FORMERLY A COM	175	$50K–$100K	SH
VGT	VANGUARD INFORMATION TECHNOLOGY ETF	81	$50K–$100K	SH
ALL	ALLSTATE CORP COM	283	$50K–$100K	SH
VONG	VANGUARD RUSSELL 1000 GROWTH ETF	482	$50K–$100K	SH
XLV	STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	379	$50K–$100K	SH
SHLD	GLOBAL X DEFENSE TECH ETF	905	$50K–$100K	SH
IGSB	ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	1K	$50K–$100K	SH
ASML	ASML HLDG NV N Y REGISTRY SHS	53	$50K–$100K	SH
VIG	VANGUARD DIVIDEND APPRECIATION ETF	245	$50K–$100K	SH
APLE	APPLE HOSPITALITY REIT INC COM NEW	5K	$50K–$100K	SH