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 151–200 of 359
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 2K | $50K–$100K | SH |
| EMR | EMERSON ELEC CO COM | 391 | $50K–$100K | SH |
| SCHW | SCHWAB CHARLES CORP COM | 500 | $15K–$50K | SH |
| WFC | WELLS FARGO & CO COM | 531 | $15K–$50K | SH |
| ADI | ANALOG DEVICES INC COM | 180 | $15K–$50K | SH |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | 350 | $15K–$50K | SH |
| EBAY | EBAY INC. COM | 553 | $15K–$50K | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 416 | $15K–$50K | SH |
| AJG | GALLAGHER ARTHUR J & CO COM | 174 | $15K–$50K | SH |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 574 | $15K–$50K | SH |
| ARKK | ARK INNOVATION ETF | 579 | $15K–$50K | SH |
| FTMU | FRANKLIN MUNICIPAL INCOME ETF | 6K | $15K–$50K | SH |
| SMB | VANECK SHORT MUNI ETF | 2K | $15K–$50K | SH |
| MO | ALTRIA GROUP INC COM | 718 | $15K–$50K | SH |
| PH | PARKER-HANNIFIN CORP COM | 47 | $15K–$50K | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 900 | $15K–$50K | SH |
| COP | CONOCOPHILLIPS COM | 400 | $15K–$50K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 110 | $15K–$50K | SH |
| BK | BANK NEW YORK MELLON CORP COM | 300 | $15K–$50K | SH |
| ZTS | ZOETIS INC CL A | 270 | $15K–$50K | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 245 | $15K–$50K | SH |
| FG | F&G ANNUITIES & LIFE INC COMMON STOCK | 1K | $15K–$50K | SH |
| RTX | RTX CORPORATION COM | 179 | $15K–$50K | SH |
| MMM | 3M CO COM | 200 | $15K–$50K | SH |
| TSCO | TRACTOR SUPPLY CO COM | 640 | $15K–$50K | SH |
| CCD | CALAMOS DYNAMIC CONV & INCOME COM | 2K | $15K–$50K | SH |
| TFC | TRUIST FINL CORP COM | 619 | $15K–$50K | SH |
| CTAS | CINTAS CORP COM | 160 | $15K–$50K | SH |
| MDT | MEDTRONIC PLC SHS | 308 | $15K–$50K | SH |
| SYY | SYSCO CORP COM | 400 | $15K–$50K | SH |
| FBND | FIDELITY TOTAL BOND ETF | 633 | $15K–$50K | SH |
| AXP | AMERICAN EXPRESS CO COM | 76 | $15K–$50K | SH |
| GDV | GABELLI DIVID & INCOME TR COM | 1K | $15K–$50K | SH |
| AMZN | AMAZON COM INC COM | 120 | $15K–$50K | SH |
| BSV | VANGUARD SHORT-TERM BOND ETF | 351 | $15K–$50K | SH |
| CSX | CSX CORP COM | 750 | $15K–$50K | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 258 | $15K–$50K | SH |
| ROK | ROCKWELL AUTOMATION INC COM | 65 | $15K–$50K | SH |
| SOFI | SOFI TECHNOLOGIES INC COM | 963 | $15K–$50K | SH |
| ABT | ABBOTT LABS COM | 192 | $15K–$50K | SH |
| INTC | INTEL CORP COM | 650 | $15K–$50K | SH |
| F | FORD MTR CO COM | 2K | $15K–$50K | SH |
| BAC | BANK AMERICA CORP COM | 392 | $15K–$50K | SH |
| INGR | INGREDION INC COM | 192 | $15K–$50K | SH |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | 464 | $15K–$50K | SH |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | 240 | $15K–$50K | SH |
| SON | SONOCO PRODS CO COM | 475 | $15K–$50K | SH |
| OXY | OCCIDENTAL PETE CORP COM | 492 | $15K–$50K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 171 | $15K–$50K | SH |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 452 | $15K–$50K | SH |