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 251–300 of 359
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CSCO | CISCO SYS INC COM | 133 | $1K–$15K | SH |
| SCHM | SCHWAB U.S. MID-CAP ETF | 340 | $1K–$15K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 251 | $1K–$15K | SH |
| HUBB | HUBBELL INC COM | 23 | $1K–$15K | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 95 | $1K–$15K | SH |
| NFG | NATIONAL FUEL GAS CO COM | 127 | $1K–$15K | SH |
| HAS | HASBRO INC COM | 124 | $1K–$15K | SH |
| MSFT | MICROSOFT CORP COM | 21 | $1K–$15K | SH |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | 200 | $1K–$15K | SH |
| STWD | STARWOOD PPTY TR INC COM | 557 | $1K–$15K | SH |
| TMUS | T-MOBILE US INC COM | 49 | $1K–$15K | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 304 | $1K–$15K | SH |
| PFE | PFIZER INC COM | 398 | $1K–$15K | SH |
| CI | THE CIGNA GROUP COM | 36 | $1K–$15K | SH |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | 134 | $1K–$15K | SH |
| AAPL | APPLE INC COM | 36 | $1K–$15K | SH |
| ARKG | ARK GENOMIC REVOLUTION ETF | 337 | $1K–$15K | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 31 | $1K–$15K | SH |
| PYPL | PAYPAL HLDGS INC COM | 166 | $1K–$15K | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 76 | $1K–$15K | SH |
| AMGN | AMGEN INC COM | 29 | $1K–$15K | SH |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 411 | $1K–$15K | SH |
| MU | MICRON TECHNOLOGY INC COM | 33 | $1K–$15K | SH |
| COR | CENCORA INC COM | 27 | $1K–$15K | SH |
| AVGO | BROADCOM INC COM | 26 | $1K–$15K | SH |
| BLK | BLACKROCK INC COM | 8 | $1K–$15K | SH |
| CACI | CACI INTL INC CL A | 16 | $1K–$15K | SH |
| PBA | PEMBINA PIPELINE CORP COM | 212 | $1K–$15K | SH |
| IYE | ISHARES U.S. ENERGY ETF | 163 | $1K–$15K | SH |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 147 | $1K–$15K | SH |
| ORCL | ORACLE CORP COM | 36 | $1K–$15K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | 12 | $1K–$15K | SH |
| VO | VANGUARD MID-CAP ETF | 24 | $1K–$15K | SH |
| BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | 123 | $1K–$15K | SH |
| SE | SEA LTD SPONSORD ADS | 53 | $1K–$15K | SH |
| IAU | ISHARES GOLD TRUST | 82 | $1K–$15K | SH |
| BKR | BAKER HUGHES COMPANY CL A | 145 | $1K–$15K | SH |
| TGT | TARGET CORP COM | 67 | $1K–$15K | SH |
| BHP | BHP GROUP LTD SPONSORED ADS | 96 | $1K–$15K | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 30 | $1K–$15K | SH |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | 108 | $1K–$15K | SH |
| CE | CELANESE CORP DEL COM | 132 | $1K–$15K | SH |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | 35 | $1K–$15K | SH |
| SAP | SAP SE SPON ADR | 22 | $1K–$15K | SH |
| ASBP | ASPIRE BIOPHARMA HLDGS INC COM | 40K | $1K–$15K | SH |
| RACE | FERRARI N V COM | 13 | $1K–$15K | SH |
| UBS | UBS GROUP AG SHS | 96 | $1K–$15K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 49 | $1K–$15K | SH |
| ACGL | ARCH CAP GROUP LTD ORD | 45 | $1K–$15K | SH |
| NIO | NIO INC SPON ADS | 819 | $1K–$15K | SH |