VALLEY WEALTH MANAGERS, INC.
CIK 924166
13F filing for Q2 2026・No. 1,807
- Holdings
- US$1.73B
- Quarter change
- +US$177.61M
- Entries
- 534
- Net bought (estimate)
- +US$25.81M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 37
- Sold out 11
- Cut 77
- Added 108
- Corporate actions 8
- Unchanged 117
Largest holdings
339 stocks worth US$1.73B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD RUSSELL 1000 GROWTH ETFETF | Cut | 507,390 | US$64.85M | 3.75% |
| STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHSStock | Cut | 57,623 | US$55.61M | 3.21% |
| AAPLAppleStock | Added | 184,501 | US$53.39M | 3.08% |
| DELLDELL TECHNOLOGIES INC CL CStock | AddedSplit 1:2 | 104,500 | US$45.09M | 2.61% |
| GLWCORNING INC COMStock | AddedSplit 1:2 | 174,990 | US$44.7M | 2.58% |
| CSCOCISCO SYS INC COMStock | Cut | 374,637 | US$44M | 2.54% |
| AVGOBroadcomStock | Cut | 111,224 | US$42.01M | 2.43% |
| GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETFETF | Cut | 618,352 | US$40.57M | 2.34% |
| VANGUARD MORNINGSTAR VALUE ETFETF | Added | 178,281 | US$38.85M | 2.25% |
| ESIELEMENT SOLUTIONS INC COMStock | Cut | 761,681 | US$36.37M | 2.10% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.