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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 7 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 36,850.0 $1.8M 0.11% NEW $47.79 +17.8%
122 VBK VANGUARD SMALL-CAP GROWTH ETF 5,706.0 $1.7M 0.11% NEW $302.10 +16.8%
123 IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 70,704.0 $1.7M 0.11% NEW $24.28 -0.2%
124 VWO VANGUARD FTSE EMERGING MARKETS ETF 27,479.0 $1.5M 0.10% NEW $53.76 +12.0%
125 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 18,288.0 $1.5M 0.09% NEW $79.73 -0.9%
126 GOOG ALPHABET INC CAP STK CL C Communication Services 4,613.0 $1.4M 0.09% NEW $313.80 +22.6%
127 VGT VANGUARD INFORMATION TECHNOLOGY ETF 1,805.0 $1.4M 0.09% NEW $753.62 -84.3%
128 VOO VANGUARD S&P 500 ETF 2,082.0 $1.3M 0.08% NEW $627.13 +10.0%
129 IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 46,953.0 $1.2M 0.08% NEW $25.46 -0.8%
130 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 39,075.0 $1.1M 0.07% NEW $28.82 -6.2%
131 KLAC KLA CORP COM NEW Technology 851.0 $1.0M 0.07% NEW $1215.08 +65.5%
132 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 20,530.0 $997K 0.06% NEW $48.58 +74.2%
133 AMAT APPLIED MATLS INC COM Technology 3,637.0 $935K 0.06% NEW $256.98 +77.0%
134 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 1,012.0 $873K 0.06% NEW $862.34 +16.3%
135 FALN ISHARES FALLEN ANGELS USD BOND ETF 30,818.0 $841K 0.05% NEW $27.30 -0.9%
136 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 2,882.0 $828K 0.05% NEW $287.25 +12.7%
137 IWF ISHARES RUSSELL 1000 GROWTH ETF 1,740.0 $824K 0.05% NEW $473.30 -73.5%
138 LPLA LPL FINL HLDGS INC COM Financial Services 2,295.0 $820K 0.05% NEW $357.17 -20.9%
139 SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 8,874.0 $807K 0.05% NEW $90.97 +15.0%
140 TJX TJX COS INC NEW COM Consumer Cyclical 5,151.0 $791K 0.05% NEW $153.61 +3.5%
Page 7 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%