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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 16 of 16  ·  316 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BHF BRIGHTHOUSE FINL INC COM Financial Services 7.0 $419.0 $59.86 +4.7%
302 FANG DIAMONDBACK ENERGY INC COM Energy 2.0 $396.0 NEW $198.00 -1.3%
303 HYLN HYLIION HOLDINGS CORP COMMON STOCK Consumer Cyclical 200.0 $352.0 NEW $1.76 +284.9%
304 COF CAPITAL ONE FINL CORP COM Financial Services 1.0 $182.0 NEW $182.00 +2.3%
305 XTNT XTANT MED HLDGS INC COM NEW Healthcare 298.0 $166.0 $0.56 -16.8%
306 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 17.0 $144.0 $8.47 +38.9%
307 PFFD GLOBAL X U.S. PREFERRED ETF 7.0 $128.0 $18.29 +3.4%
308 TGT TARGET CORP COM Consumer Defensive 1.0 $121.0 -66.0 -98.5% $121.00 +3.4%
309 TIP ISHARES TIPS BOND ETF 1.0 $99.0 $99.00 +11.9%
310 MOAT VANECK MORNINGSTAR WIDE MOAT ETF 1.0 $99.0 $99.00 +3.2%
311 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 1.0 $64.0 $64.00 +47.2%
312 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 1.0 $53.0 -91K -100.0% $53.00 -10.1%
313 ON ON SEMICONDUCTOR CORP COM Technology 1.0 $44.0 $44.00 +189.0%
314 ZS ZSCALER INC COM Technology $37.0 NEW
315 EUDG WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND $15.0 NEW
316 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare $11.0 NEW
Page 16 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%