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Portfolio (Quarterly) Guide ↗

VALLEY WEALTH MANAGERS, INC.

· CIK 0000924166
13F Portfolio $1.6B AUM 504 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 87 Added 106 Reduced 67 Exited
Page 14 of 16  ·  316 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FAST FASTENAL CO COM Industrials 276.0 $13K 0.00% $46.40 -4.2%
262 MGV VANGUARD MEGA CAP VALUE ETF 87.0 $13K 0.00% $144.95 +8.9%
263 YUM YUM BRANDS INC COM Consumer Cyclical 80.0 $12K 0.00% $155.47 -0.9%
264 IVE ISHARES S&P 500 VALUE ETF 57.0 $12K 0.00% $211.16 +7.9%
265 SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 237.0 $12K 0.00% $50.45 -0.1%
266 IWN ISHARES RUSSELL 2000 VALUE ETF 63.0 $12K 0.00% $189.59 +13.2%
267 VTEB VANGUARD TAX-EXEMPT BOND ETF 230.0 $11K 0.00% $49.89 +0.4%
268 IWD ISHARES RUSSELL 1000 VALUE ETF 53.0 $11K 0.00% -1K -96.5% $213.68 +11.5%
269 BILI BILIBILI INC SPONS ADS REP Z Technology 500.0 $11K 0.00% NEW $22.56 -21.2%
270 NIO NIO INC SPON ADS Consumer Cyclical 1,819.0 $11K 0.00% +1K +122.1% $6.03 -12.9%
271 IYE ISHARES U.S. ENERGY ETF 163.0 $11K 0.00% $64.77 -5.2%
272 SCHM SCHWAB U.S. MID-CAP ETF 340.0 $11K 0.00% $30.96 +13.7%
273 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 655.0 $10K 0.00% $15.65 +2.6%
274 MUB ISHARES NATIONAL MUNI BOND ETF 95.0 $10K 0.00% $106.15 +0.5%
275 MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF 200.0 $10K 0.00% $50.34 -0.1%
276 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 206.0 $10K 0.00% -101.0 -32.9% $46.95 -0.5%
277 PBA PEMBINA PIPELINE CORP COM Energy 212.0 $9K 0.00% $44.76 +7.9%
278 RAMACO RES INC COM CL A 600.0 $9K 0.00% NEW $15.46
279 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 304.0 $9K 0.00% $29.13 +18.7%
280 BKR BAKER HUGHES COMPANY CL A Energy 145.0 $9K 0.00% $61.05 +9.3%
Page 14 of 16  ·  316 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 29.6%
Financial Services 13.4%
Communication Services 11.3%
Consumer Cyclical 10.5%
Healthcare 10.1%
Industrials 8.6%
Energy 5.3%
Consumer Defensive 5.1%
Real Estate 2.7%
Basic Materials 2.6%