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 201–250 of 359
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VBR | VANGUARD SMALL CAP VALUE ETF | 88 | $15K–$50K | SH |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | 229 | $15K–$50K | SH |
| LH | LABCORP HOLDINGS INC COM SHS | 72 | $15K–$50K | SH |
| TAP | MOLSON COORS BEVERAGE CO CL B | 369 | $15K–$50K | SH |
| VLY | VALLEY NATL BANCORP COM | 1K | $15K–$50K | SH |
| KR | KROGER CO COM | 256 | $15K–$50K | SH |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | 371 | $1K–$15K | SH |
| PB | PROSPERITY BANCSHARES INC COM | 216 | $1K–$15K | SH |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | 225 | $1K–$15K | SH |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 307 | $1K–$15K | SH |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 182 | $1K–$15K | SH |
| STZ | CONSTELLATION BRANDS INC CL A | 100 | $1K–$15K | SH |
| ITW | ILLINOIS TOOL WKS INC COM | 53 | $1K–$15K | SH |
| NEE | NEXTERA ENERGY INC COM | 160 | $1K–$15K | SH |
| MOD | MODINE MFG CO COM | 96 | $1K–$15K | SH |
| LKQ | LKQ CORP COM | 409 | $1K–$15K | SH |
| MGV | VANGUARD MEGA CAP VALUE ETF | 87 | $1K–$15K | SH |
| PHB | INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF | 656 | $1K–$15K | SH |
| TPR | TAPESTRY INC COM | 95 | $1K–$15K | SH |
| YUM | YUM BRANDS INC COM | 80 | $1K–$15K | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 57 | $1K–$15K | SH |
| SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | 237 | $1K–$15K | SH |
| CRM | SALESFORCE INC COM | 44 | $1K–$15K | SH |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | 52 | $1K–$15K | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 230 | $1K–$15K | SH |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | 267 | $1K–$15K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 38 | $1K–$15K | SH |
| GLD | SPDR GOLD SHARES | 29 | $1K–$15K | SH |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 63 | $1K–$15K | SH |
| DAL | DELTA AIR LINES INC DEL COM NEW | 164 | $1K–$15K | SH |
| HBAN | HUNTINGTON BANCSHARES INC COM | 655 | $1K–$15K | SH |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | 122 | $1K–$15K | SH |
| SWK | STANLEY BLACK & DECKER INC COM | 150 | $1K–$15K | SH |
| FAST | FASTENAL CO COM | 276 | $1K–$15K | SH |
| CFG | CITIZENS FINL GROUP INC COM | 188 | $1K–$15K | SH |
| MS | MORGAN STANLEY COM NEW | 61 | $1K–$15K | SH |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | 53 | $1K–$15K | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 40 | $1K–$15K | SH |
| DOX | AMDOCS LTD SHS | 133 | $1K–$15K | SH |
| GLW | CORNING INC COM | 122 | $1K–$15K | SH |
| MET | METLIFE INC COM | 135 | $1K–$15K | SH |
| AIZ | ASSURANT INC COM | 44 | $1K–$15K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 38 | $1K–$15K | SH |
| ROST | ROSS STORES INC COM | 58 | $1K–$15K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC COM | 23 | $1K–$15K | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC COM | 119 | $1K–$15K | SH |
| CVX | CHEVRON CORP NEW COM | 68 | $1K–$15K | SH |
| HON | HONEYWELL INTL INC COM | 53 | $1K–$15K | SH |
| DRI | DARDEN RESTAURANTS INC COM | 56 | $1K–$15K | SH |
| PGR | PROGRESSIVE CORP COM | 45 | $1K–$15K | SH |