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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 6 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 META META PLATFORMS INC CL A Communication Services 5,083.0 $3.4M 0.21% NEW $660.09 -7.2%
102 BSV VANGUARD SHORT-TERM BOND ETF 42,203.0 $3.3M 0.21% NEW $78.81 -1.1%
103 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 66,847.0 $3.2M 0.21% NEW $48.32 -0.2%
104 SPY STATE STR SPDR S&P 500 ETF TR TR UNIT Financial Services 4,711.0 $3.2M 0.21% NEW $681.92 +10.1%
105 IVV ISHARES CORE S&P 500 ETF 4,508.0 $3.1M 0.20% NEW $684.90 +10.1%
106 SOXX ISHARES SEMICONDUCTOR ETF 10,177.0 $3.1M 0.20% NEW $301.15 +89.3%
107 FBND FIDELITY TOTAL BOND ETF 62,724.0 $2.9M 0.18% NEW $46.04 -1.1%
108 VICI VICI PPTYS INC COM Real Estate 100,690.0 $2.8M 0.18% NEW $28.12 +1.8%
109 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 4,883.0 $2.8M 0.18% NEW $566.36 -22.9%
110 APH AMPHENOL CORP CL A Technology 19,384.0 $2.6M 0.17% NEW $135.14 +3.3%
111 VOE VANGUARD MID-CAP VALUE ETF 14,701.0 $2.6M 0.17% NEW $177.37 +10.0%
112 ANET ARISTA NETWORKS INC COM SHS Technology 19,400.0 $2.5M 0.16% NEW $131.03 +20.6%
113 LYB LYONDELLBASELL INDUSTRIES N V SHS - A - Basic Materials 57,428.0 $2.5M 0.16% NEW $43.30 +59.4%
114 V VISA INC COM CL A Financial Services 7,082.0 $2.5M 0.16% NEW $350.71 -6.9%
115 HPQ HP INC COM Technology 106,898.0 $2.4M 0.15% NEW $22.28 +9.6%
116 CPLS AB CORE PLUS BOND ETF 58,538.0 $2.1M 0.13% NEW $35.54 -1.2%
117 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 17,802.0 $2.0M 0.13% NEW $113.10 -34.5%
118 IEFA ISHARES CORE MSCI EAFE ETF 21,931.0 $2.0M 0.13% NEW $89.46 +9.9%
119 IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 76,015.0 $1.8M 0.12% NEW $24.23 +0.0%
120 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 13,601.0 $1.8M 0.12% NEW $132.37 +7.6%
Page 6 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%