Valley Wealth Managers, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Valley Wealth Managers, Inc. reported 339 stock positions worth $1.7 billion. Its top holding was Vanguard Russell 1000 Growth (VONG) at 3.7% of the portfolio, followed by Seagate Technology (STX, 3.2%) and Apple (AAPL, 3.1%). Compared with Q1 2026, it opened 33 new positions, sold out of 8, added to 109 and reduced 80. The biggest buy was a new position in Ingram Micro (INGM) and the biggest sale Cigna (CI, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- PARAMUS, NJ
- CIK
- 0000924166
- Portfolio Value
- $1.7B (Q2 2026)
- SEC Filing
- 0000924166-26-000006 ↗ filed Aug 4, 2026
Holdings Value
Holdings 339 stocks · $1.7B
| VONG Vanguard Russell 1000 Growth | 3.75% | 507,390 | $64.8M | Reduce -4.6% |
| STX Seagate Technology Holdings | 3.21% | 57,623 | $55.6M | Reduce -16.0% |
| AAPL Apple Inc. | 3.08% | 184,501 | $53.4M | Add +0.6% |
| DELL Dell Technologies -C | 2.61% | 104,500 | $45.1M | Reduce -38.5% |
| GLW Corning Inc. | 2.58% | 174,990 | $44.7M | Reduce -42.9% |
| CSCO Cisco Systems Inc. | 2.54% | 374,637 | $44.0M | Reduce -2.5% |
| AVGO Broadcom Inc. | 2.43% | 111,224 | $42.0M | Reduce -3.3% |
| AIQ Global X Art Intel & Tech | 2.34% | 618,352 | $40.6M | Reduce -17.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.25% | 178,281 | $38.9M | Add +0.2% |
| ESI Element Solutions Inc. | 2.10% | 761,681 | $36.4M | Reduce -1.7% |
| MS Morgan Stanley | 2.01% | 166,230 | $34.7M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 2.00% | 96,873 | $34.6M | Reduce -1.0% |
| DAL Delta Air Lines Inc. | 1.99% | 368,370 | $34.5M | Reduce -0.4% |
| CFG Citizens Financial Group | 1.82% | 449,107 | $31.5M | Reduce -5.0% |
| TPR Tapestry Inc. | 1.62% | 191,878 | $28.1M | Add +1.2% |
| MSFT Microsoft Corp. | 1.62% | 75,241 | $28.1M | Reduce -0.1% |
| HUBB Hubbell Inc. | 1.62% | 53,624 | $28.1M | Reduce -0.5% |
| MET Metlife Inc. | 1.57% | 321,522 | $27.2M | Add +2.3% |
| HAS Hasbro Inc. | 1.56% | 327,212 | $27.0M | Add +2.2% |
| ROST Ross Stores Inc. | 1.53% | 124,226 | $26.4M | Reduce -1.3% |
| AIZ Assurant Inc. | 1.53% | 98,305 | $26.4M | Add +1.5% |
| AMGN Amgen Inc. | 1.47% | 70,456 | $25.5M | Add +2.0% |
| VRTX Vertex Pharmaceuticals Inc. | 1.47% | 51,329 | $25.5M | Add +2.4% |
| VZ Verizon Communications Inc. | 1.47% | 599,223 | $25.4M | Add +1.1% |
| NXST Nexstar Media Group Inc. | 1.44% | 139,399 | $24.9M | Add +5.6% |
| PFE Pfizer Inc. | 1.41% | 1,014,187 | $24.4M | Add +6.9% |
| INGM Ingram Micro Holding Corp. | 1.40% | 880,204 | $24.1M | New |
| META Meta Platforms Inc. Class A | 1.35% | 41,509 | $23.4M | Add +7.2% |
| KDP Keurig Dr Pepper Inc. | 1.33% | 704,734 | $23.1M | Add +3.5% |
| COR Cencora Inc. | 1.32% | 80,980 | $22.9M | Add +5.1% |
| PGR Progressive Corp. | 1.32% | 104,671 | $22.9M | Add +4.0% |
| DRI Darden Restaurants Inc. | 1.25% | 105,180 | $21.7M | Add +2.3% |
| ORCL Oracle Corp. | 1.19% | 140,506 | $20.6M | Add +4.9% |
| CVX Chevron Corp. | 1.17% | 121,805 | $20.2M | Add +0.7% |
| NFG National Fuel Gas Co. | 1.16% | 259,924 | $20.1M | Add +6.5% |
| CRM Salesforce Inc. | 1.16% | 128,065 | $20.1M | Add +71.4% |
| CACI Caci International Inc. Class A | 1.15% | 42,949 | $19.9M | Add +1.9% |
| KR Kroger Co. | 1.14% | 355,176 | $19.7M | Add +3.3% |
| TMUS T-Mobile US Inc. | 1.06% | 109,759 | $18.4M | Add +5.0% |
| STWD Starwood Property Trust Inc. | 1.04% | 1,098,554 | $18.0M | Reduce -5.1% |
| SSNC Ss&c Technologies Holdings | 0.91% | 254,011 | $15.8M | Add +7.0% |
| IPAC iShares Core MSCI Pacific Et | 0.86% | 182,292 | $14.9M | Reduce -1.2% |
| SHLD Global X Defense Tech ETF | 0.84% | 243,238 | $14.5M | Add +25.6% |
| SOXX iShares Semiconductor ETF | 0.82% | 22,055 | $14.1M | Add +92.5% |
| HON Honeywell International Inc. | 0.77% | 59,604 | $13.3M | Add +1.9% |
| HONA Honeywell Aerospace Inc. | 0.76% | 59,559 | $13.2M | Add +1.8% |
| PPA Invesco Aerospace & Defense | 0.75% | 73,622 | $13.0M | Add +4.4% |
| AIRR First Trust Rba American Ind | 0.65% | 84,896 | $11.3M | Reduce -10.5% |
| ACN Accenture PLC Class A | 0.63% | 87,353 | $10.9M | Add +15.1% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.62% | 189,717 | $10.8M | Reduce -3.0% |
| PAVE Global X US Infrastructure | 0.57% | 168,842 | $9.9M | Add +430.7% |
| KRE SS SPDR S&P Regional Bank | 0.56% | 128,780 | $9.6M | Reduce -7.0% |
| KBWB Invesco KBW Bank ETF | 0.55% | 101,904 | $9.5M | Reduce -13.7% |
| TXN Texas Instruments Inc. | 0.49% | 28,369 | $8.5M | Add +6.8% |
| NVDA Nvidia Corp. | 0.43% | 36,951 | $7.4M | Reduce -5.0% |
| UNH Unitedhealth Group Inc. | 0.41% | 16,868 | $7.0M | Add +0.1% |
| R Ryder System Inc. | 0.40% | 26,461 | $7.0M | Reduce -0.7% |
| ABBV Abbvie Inc. | 0.40% | 27,537 | $6.9M | Add +3.7% |
| JPM JPMorgan Chase & Co. | 0.39% | 20,642 | $6.8M | Add +0.7% |
| STT State Street Corp. | 0.39% | 39,652 | $6.7M | Reduce -0.5% |
| MRK Merck & Co. Inc. | 0.37% | 50,079 | $6.4M | Add +5.8% |
| PNC PNC Financial Services Group | 0.36% | 25,113 | $6.2M | Add +0.3% |
| AMZN Amazon.com Inc. | 0.34% | 24,662 | $5.9M | Reduce -4.8% |
| QCOM Qualcomm Inc. | 0.34% | 31,527 | $5.8M | Add +0.3% |
| NTAP Netapp Inc. | 0.33% | 36,867 | $5.7M | Reduce -27.1% |
| TRV The Travelers Cos Inc. | 0.33% | 17,189 | $5.7M | Add +2.1% |
| USB US Bancorp | 0.32% | 92,049 | $5.6M | Add +2.0% |
| AEP American Electric Power | 0.32% | 40,328 | $5.5M | Add +1.9% |
| ADP Automatic Data Processing | 0.32% | 24,486 | $5.5M | Add +4.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 19,180 | $5.4M | Add +3.4% |
| KMI Kinder Morgan Inc. | 0.31% | 167,643 | $5.4M | Add +1.6% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.30% | 46,373 | $5.3M | Add +2.1% |
| SBUX Starbucks Corp. | 0.30% | 51,296 | $5.2M | Add +0.9% |
| KO The Coca-Cola Co. | 0.30% | 63,858 | $5.2M | Add +1.9% |
| GD General Dynamics Corp. | 0.30% | 14,572 | $5.2M | Add +1.9% |
| IVW iShares S&P 500 Growth ETF | 0.30% | 37,418 | $5.1M | Reduce -4.0% |
| KMB Kimberly-Clark Corp. | 0.30% | 46,711 | $5.1M | Add +2.6% |
| XOM Exxonmobil Holdings Corp. | 0.29% | 37,021 | $5.1M | Add +1.7% |
| DKS Dick's Sporting Goods Inc. | 0.29% | 22,120 | $5.0M | Add +1.5% |
| O Realty Income Corp. | 0.28% | 77,702 | $4.8M | Add +1.9% |
| PEG Public Service Enterprise GP | 0.28% | 58,851 | $4.8M | Add +3.3% |
| EOG EOG Resources Inc. | 0.27% | 36,547 | $4.7M | Add +3.1% |
| GILD Gilead Sciences Inc. | 0.27% | 37,151 | $4.7M | Add +3.3% |
| PG The Procter & Gamble Co. | 0.27% | 31,755 | $4.7M | Add +4.0% |
| HACK Amplify Cybersecurity ETF | 0.27% | 44,119 | $4.6M | Reduce -2.9% |
| SKYY First Trust Cloud Computing | 0.26% | 33,019 | $4.4M | Reduce -11.7% |
| AMT American Tower Corp. | 0.25% | 26,576 | $4.3M | Add +2.8% |
| PEP Pepsico Inc. | 0.25% | 31,571 | $4.3M | Add +2.8% |
| HD Home Depot Inc. | 0.25% | 12,072 | $4.3M | Add +2.9% |
| LMT Lockheed Martin Corp. | 0.24% | 8,321 | $4.2M | Add +4.9% |
| EMN Eastman Chemical Co. | 0.24% | 61,743 | $4.1M | Add +1.9% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.24% | 154,990 | $4.1M | Add +5.1% |
| MDT Medtronic PLC | 0.24% | 52,562 | $4.1M | Add +2.2% |
| LLY Eli Lilly & Co. | 0.24% | 3,395 | $4.1M | Reduce -7.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.23% | 80,487 | $3.9M | Add +0.3% |
| PRU Prudential Financial Inc. | 0.22% | 35,707 | $3.9M | Add +3.9% |
| T AT&T Inc. | 0.22% | 182,989 | $3.8M | Add +5.5% |
| CMCSA Comcast Corp. Class A | 0.22% | 153,131 | $3.8M | Add +5.0% |
| MCD McDonald's Corp. | 0.22% | 13,853 | $3.7M | Add +4.5% |
| BSV Vanguard Short-Term Bond ETF | 0.21% | 47,336 | $3.7M | Add +1.1% |
Lines left out (5) · $139 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| VPU Vanguard Utilities ETF | UTILITIES ETF | 0 | $56 |
| ZS Zscaler Inc. | COM | 0 | $37 |
| BKGI BNY Mellon GLBL Infra Inc. | GLOBAL INFRASCTR | 0 | $17 |
| EUDG Wisdomtree Europe Quality Di | EURO QTLY DIV GR | 0 | $17 |
| CRSP Crispr Therapeutics AG | NAMEN AKT | 0 | $12 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.7B.
Portfolio Sells Q1 2026 → Q2 2026
| CI The Cigna Group | Reduce -98.2% | 0.02% | −1.14 |
| RSP Invesco S&P 500 Equal Weight | Reduce -98.3% | 0.02% | −0.92 |
| MSM MSC Industrial Direct Co. Class A | Reduce -99.2% | 0.00% | −0.27 |
| STWD Starwood Property Trust Inc. | Reduce -5.1% | 1.04% | −0.24 |
| ROST Ross Stores Inc. | Reduce -1.3% | 1.53% | −0.23 |
| MSFT Microsoft Corp. | Reduce -0.1% | 1.62% | −0.17 |
| GLW Corning Inc. | Reduce -42.9% | 2.58% | −0.10 |
| HUBB Hubbell Inc. | Reduce -0.5% | 1.62% | −0.08 |
| IGV iShares Expanded Tech-Softwa | Reduce -32.4% | 0.12% | −0.06 |
| KBWB Invesco KBW Bank ETF | Reduce -13.7% | 0.55% | −0.05 |
| JPST JPMorgan Ultra-Short Income | Reduce -16.3% | 0.15% | −0.05 |
| LRGG Nomura Focused Large Growth | Reduce -95.2% | 0.00% | −0.05 |
| IPAC iShares Core MSCI Pacific Et | Reduce -1.2% | 0.86% | −0.05 |
| INTU Intuit Inc. | Reduce -98.5% | 0.00% | −0.05 |
| HEDJ Wisdomtree Europe Hedged Equ | Reduce -3.0% | 0.62% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -7.4% | 0.21% | −0.03 |
| JTEK JPMorgan US Tech Leaders | Reduce -30.3% | 0.20% | −0.03 |
| VLY Valley National Bancorp | Reduce -65.9% | 0.02% | −0.03 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.03 |
| KRE SS SPDR S&P Regional Bank | Reduce -7.0% | 0.56% | −0.02 |
| AIRR First Trust Rba American Ind | Reduce -10.5% | 0.65% | −0.02 |
| CPLS AB Core Plus Bond ETF | Reduce -3.7% | 0.12% | −0.02 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -6.1% | 0.10% | −0.02 |
| NOW ServiceNow Inc. | Reduce -35.3% | 0.02% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -7.1% | 0.08% | −0.02 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Reduce -3.6% | 0.10% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -3.2% | 0.15% | −0.01 |
| IBDT iShares Ibonds Dec 2028 ETF | Reduce -3.0% | 0.07% | −0.01 |
| NVDA Nvidia Corp. | Reduce -5.0% | 0.43% | −0.01 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -10.4% | 0.04% | −0.01 |
| VONG Vanguard Russell 1000 Growth | Reduce -4.6% | 3.75% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -4.8% | 0.34% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.0% | 0.11% | −0.01 |
| SKYY First Trust Cloud Computing | Reduce -11.7% | 0.26% | −0.01 |
| CFG Citizens Financial Group | Reduce -5.0% | 1.82% | −0.01 |
| JNJ Johnson & Johnson | Reduce -6.4% | 0.04% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -5.8% | 0.03% | −0.01 |
| IFLN Invesco Bloomberg Enhanced F | Reduce -3.2% | 0.04% | −0.01 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -4.6% | 0.03% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.3% | 0.08% | −0.01 |
| SGOV iShares 0-3 Month Treasury B | Reduce -91.0% | 0.00% | −0.01 |
| FALN iShares Fallen Angels ETF | Reduce -1.3% | 0.05% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -22.9% | 0.04% | −0.01 |
| SUB iShares Short-Term National | Reduce -86.0% | 0.00% | −0.00 |
| IHI iShares U.S. Medical Devices | Sold out | 0.00% | −0.00 |
| SHM SS SPDR N Ice St Muni ETF | Sold out | 0.00% | −0.00 |
| VRP Invesco Variable Rate Prefer | Reduce -15.2% | 0.02% | −0.00 |
| NTAP Netapp Inc. | Reduce -27.1% | 0.33% | −0.00 |
| XLV SS Health Care Select Sector | Reduce -15.4% | 0.01% | −0.00 |
| XLE SS Energy Select Sector | Reduce -49.7% | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| INGM Ingram Micro Holding Corp. | New | 1.40% | +1.40 |
| SOXX iShares Semiconductor ETF | Add +92.5% | 0.82% | +0.57 |
| PAVE Global X US Infrastructure | Add +430.7% | 0.57% | +0.47 |
| CRM Salesforce Inc. | Add +71.4% | 1.16% | +0.26 |
| MS Morgan Stanley | Add +0.1% | 2.01% | +0.25 |
| CTSH Cognizant Tech Solutions-A | New | 0.20% | +0.20 |
| KDP Keurig Dr Pepper Inc. | Add +3.5% | 1.33% | +0.18 |
| AIZ Assurant Inc. | Add +1.5% | 1.53% | +0.17 |
| TXN Texas Instruments Inc. | Add +6.8% | 0.49% | +0.16 |
| MET Metlife Inc. | Add +2.3% | 1.57% | +0.14 |
| UNH Unitedhealth Group Inc. | Add +0.1% | 0.41% | +0.11 |
| THNQ Robo Global Artificial Intel | New | 0.10% | +0.10 |
| AAPL Apple Inc. | Add +0.6% | 3.08% | +0.09 |
| MRVL Marvell Technology Inc. | New | 0.08% | +0.08 |
| QCOM Qualcomm Inc. | Add +0.3% | 0.34% | +0.08 |
| APH Amphenol Corp. Class A | Add +12.4% | 0.21% | +0.06 |
| PANW Palo Alto Networks Inc. | Add +21.4% | 0.09% | +0.05 |
| TROW T Rowe Price Group Inc. | Add +2.1% | 0.30% | +0.04 |
| ANET Arista Networks Inc. | Add +1.6% | 0.19% | +0.04 |
| PGR Progressive Corp. | Add +4.0% | 1.32% | +0.04 |
| VRT Vertiv Holdings Co. Class A | Add +3.3% | 0.18% | +0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Add +2.4% | 1.47% | +0.03 |
| FTNT Fortinet Inc. | Add +2.1% | 0.07% | +0.03 |
| ABBV Abbvie Inc. | Add +3.7% | 0.40% | +0.03 |
| HOOD Robinhood Markets Inc. Class A | Add +5.2% | 0.10% | +0.03 |
| IBM Intl Business Machines Corp. | Add +3.4% | 0.31% | +0.02 |
| PNC PNC Financial Services Group | Add +0.3% | 0.36% | +0.02 |
| USB US Bancorp | Add +2.0% | 0.32% | +0.02 |
| KMB Kimberly-Clark Corp. | Add +2.6% | 0.30% | +0.01 |
| VKTX Viking Therapeutics Inc. | New | 0.01% | +0.01 |
| TRV The Travelers Cos Inc. | Add +2.1% | 0.33% | +0.01 |
| DKS Dick's Sporting Goods Inc. | Add +1.5% | 0.29% | +0.01 |
| FDVV Fidelity High Dividend ETF | New | 0.01% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +403.6% | 0.01% | +0.01 |
| ADP Automatic Data Processing | Add +4.7% | 0.32% | +0.01 |
| SBUX Starbucks Corp. | Add +0.9% | 0.30% | +0.01 |
| V Visa Inc. Class A | Add +4.7% | 0.14% | +0.01 |
| UBER Uber Technologies Inc. | New | 0.01% | +0.01 |
| TT Trane Technologies PLC | Add +11.7% | 0.05% | +0.01 |
| BMY Bristol-Myers Squibb Co. | New | 0.01% | +0.01 |
| PRU Prudential Financial Inc. | Add +3.9% | 0.22% | +0.01 |
| MRK Merck & Co. Inc. | Add +5.8% | 0.37% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.4% | 0.14% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +2.4% | 0.09% | +0.00 |
| TDG Transdigm Group Inc. | Add +9.8% | 0.04% | +0.00 |
| XYZ Block Inc. | New | 0.00% | +0.00 |
| FNF Fidelity National Financial | Add +11.5% | 0.21% | +0.00 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +33.6% | 0.02% | +0.00 |
| SNPS Synopsys Inc. | Add +8.6% | 0.03% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 0.39% | +0.00 |
Notes & Other Activity Q1 2026 → Q2 2026
| VPU Vanguard Utilities ETF | UTILITIES ETF | New | 0 | $56 |
| BKGI BNY Mellon GLBL Infra Inc. | GLOBAL INFRASCTR | New | 0 | $17 |
| VDC Vanguard Consumer Staple ETF | CONSUM STP ETF | New | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 339 | $1.7B | VONG, STX, AAPL, DELL, GLW |
| Q1 2026 | 313 | $1.6B | VONG, AAPL, GLW, AVGO, AIQ |
| Q4 2025 | 350 | $1.6B | VONG, AAPL, AVGO, GOOGL, STX |
| Q3 2025 | 303 | $1.5B | VONG, AAPL, AVGO, MSFT, STX |
| Q2 2025 | 297 | $1.4B | VONG, AVGO, AAPL, MSFT, ORCL |
| Q1 2025 | 367 | $1.3B | AAPL, VONG, MSFT, AMGN, PGR |
| Q4 2024 | 399 | $1.3B | AVGO, AAPL, VONG, MSFT, JBL |
| Q3 2024 | 401 | $1.3B | VONG, AAPL, AVGO, MSFT, ORCL |
| Q2 2024 | 373 | $1.3B | VONG, AAPL, AVGO, MSFT, ORCL |
| Q1 2024 | 316 | $1.3B | VONG, AVGO, AAPL, MSFT, DELL |