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Portfolio (Quarterly) Guide ↗

VALLEY WEALTH MANAGERS, INC.

· CIK 0000924166
13F Portfolio $1.6B AUM 584 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 359 New
Page 10 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CAT CATERPILLAR INC COM Industrials 290.0 $166K 0.01% NEW $572.87 +58.6%
182 VUG VANGUARD GROWTH ETF 293.0 $143K 0.01% NEW $487.86 -81.9%
183 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 1,404.0 $132K 0.01% NEW $94.16 +2.5%
184 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 4,057.0 $125K 0.01% NEW $30.85 -9.8%
185 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1,198.0 $120K 0.01% NEW $99.91 -1.2%
186 BA BOEING CO COM Industrials 513.0 $111K 0.01% NEW $217.12 +0.8%
187 PM PHILIP MORRIS INTL INC COM Consumer Defensive 661.0 $106K 0.01% NEW $160.40 +13.2%
188 IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 4,531.0 $100K 0.01% NEW $22.07 -1.2%
189 ETN EATON CORP PLC SHS Industrials 304.0 $97K 0.01% NEW $318.51 +26.6%
190 SRE SEMPRA COM Utilities 1,084.0 $96K 0.01% NEW $88.29 +3.7%
191 LOW LOWES COS INC COM Consumer Cyclical 390.0 $94K 0.01% NEW $241.16 -12.1%
192 BND VANGUARD TOTAL BOND MARKET ETF 1,252.0 $93K 0.01% NEW $74.07 -1.2%
193 GEV GE VERNOVA INC COM Utilities 137.0 $90K 0.01% NEW $653.57 +63.8%
194 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 806.0 $86K 0.01% NEW $106.70 -0.3%
195 IHI ISHARES U.S. MEDICAL DEVICES ETF 1,367.0 $85K 0.01% NEW $62.15 -19.0%
196 DIS DISNEY WALT CO COM Communication Services 725.0 $82K 0.01% NEW $113.77 -9.2%
197 SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1,618.0 $82K 0.01% NEW $50.70 -0.7%
198 ABT ABBOTT LABS COM Healthcare 642.0 $80K 0.01% NEW $125.29 -30.8%
199 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 495.0 $77K 0.01% NEW $155.12 +12.4%
200 IHE ISHARES U.S. PHARMACEUTICALS ETF 900.0 $76K 0.01% NEW $84.83 +7.5%
Page 10 of 18  ·  359 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.0%
Financial Services 16.1%
Consumer Cyclical 10.6%
Communication Services 10.4%
Healthcare 9.6%
Industrials 7.7%
Energy 4.2%
Consumer Defensive 3.1%
Real Estate 2.0%
Utilities 0.8%