Valley Wealth Managers, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Valley Wealth Managers, Inc. reported 313 stock positions worth $1.6 billion. Its top holding was Vanguard Russell 1000 Growth (VONG) at 3.8% of the portfolio, followed by Apple (AAPL, 3.0%) and Corning (GLW, 2.7%). Compared with Q4 2025, it opened 24 new positions, sold out of 61, added to 94 and reduced 113. The biggest buy was a new position in Element Solutions (ESI) and the biggest sale Nomura Focused Large Growth (LRGG, shares −96%).

Most Recent 13F
Q2 2026
Location
PARAMUS, NJ
CIK
0000924166
Portfolio Value
$1.6B (Q1 2026)
SEC Filing
0000924166-26-000004 ↗ filed May 6, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.3B Q2 2024 Q3 2024: $1.3B Q3 2024 Q4 2024: $1.3B Q4 2024 Q1 2025: $1.3B Q1 2025 Q2 2025: $1.4B Q2 2025 Q3 2025: $1.5B Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.6B $1.6B Q1 2026 Q2 2026: $1.7B Q2 2026

Holdings 313 stocks · $1.6B
VONG Vanguard Russell 1000 Growth 3.76% 531,649 $58.3M Add +11.4%
AAPL Apple Inc. 3.00% 183,348 $46.5M Reduce -4.8%
GLW Corning Inc. 2.68% 306,483 $41.7M Reduce -16.1%
AVGO Broadcom Inc. 2.29% 115,022 $35.6M Reduce -15.7%
AIQ Global X Art Intel & Tech 2.25% 748,911 $35.0M Add +15.0%
VTV Vanguard Mrngstr Val ETF-Aui 2.25% 177,933 $34.9M Add +37.1%
HAS Hasbro Inc. 1.93% 320,301 $30.0M Reduce -3.5%
CSCO Cisco Systems Inc. 1.92% 384,452 $29.8M Reduce -2.9%
VZ Verizon Communications Inc. 1.92% 592,575 $29.7M Add +3.5%
CFG Citizens Financial Group 1.82% 472,584 $28.3M Reduce -3.9%
GOOGL Alphabet Inc. Class A 1.81% 97,848 $28.1M Reduce -25.0%
DELL Dell Technologies -C 1.80% 169,973 $27.9M Add +6.0%
MSFT Microsoft Corp. 1.80% 75,351 $27.9M Add +0.6%
MS Morgan Stanley 1.76% 165,975 $27.3M Reduce -14.3%
ROST Ross Stores Inc. 1.76% 125,853 $27.3M Reduce -5.7%
STX Seagate Technology Holdings 1.73% 68,629 $26.9M Reduce -48.2%
TPR Tapestry Inc. 1.72% 189,609 $26.8M Reduce -26.5%
PFE Pfizer Inc. 1.72% 948,832 $26.6M Add +28.0%
HUBB Hubbell Inc. 1.70% 53,916 $26.5M Reduce -4.5%
ESI Element Solutions Inc. 1.70% 774,648 $26.4M New
HON Honeywell International Inc. 1.70% 116,969 $26.4M Add +2.6%
CVX Chevron Corp. 1.61% 120,922 $25.0M Reduce -3.5%
KR Kroger Co. 1.60% 343,728 $24.9M Add +8.5%
DAL Delta Air Lines Inc. 1.58% 369,852 $24.6M Add +0.0%
AMGN Amgen Inc. 1.56% 69,051 $24.3M Reduce -18.7%
COR Cencora Inc. 1.56% 77,025 $24.2M Reduce -10.3%
NXST Nexstar Media Group Inc. 1.54% 132,038 $23.9M Reduce -0.3%
NFG National Fuel Gas Co. 1.48% 244,094 $22.9M Add +0.5%
CACI Caci International Inc. Class A 1.48% 42,148 $22.9M Reduce -2.9%
VRTX Vertex Pharmaceuticals Inc. 1.44% 50,139 $22.4M Reduce -1.6%
MET Metlife Inc. 1.43% 314,184 $22.2M Add +4.6%
META Meta Platforms Inc. Class A 1.43% 38,714 $22.1M Add +661.6%
TMUS T-Mobile US Inc. 1.41% 104,570 $22.0M Add +9.2%
AIZ Assurant Inc. 1.36% 96,859 $21.1M Add +0.1%
DRI Darden Restaurants Inc. 1.30% 102,820 $20.2M Add +1.0%
PGR Progressive Corp. 1.28% 100,635 $19.9M Add +9.9%
STWD Starwood Property Trust Inc. 1.28% 1,157,515 $19.9M Add +26.2%
ORCL Oracle Corp. 1.27% 133,931 $19.7M Add +10.1%
CI The Cigna Group 1.16% 67,780 $18.1M Add +6.4%
KDP Keurig Dr Pepper Inc. 1.15% 680,797 $17.9M New
SSNC Ss&c Technologies Holdings 1.03% 237,292 $16.0M Add +2.9%
ACN Accenture PLC Class A 0.97% 75,916 $15.1M Reduce -2.8%
RSP Invesco S&P 500 Equal Weight 0.93% 75,459 $14.5M Add +32.6%
IPAC iShares Core MSCI Pacific Et 0.91% 184,429 $14.1M Add +6.2%
CRM Salesforce Inc. 0.90% 74,704 $13.9M Reduce -2.9%
SHLD Global X Defense Tech ETF 0.88% 193,621 $13.7M Add +16.6%
PPA Invesco Aerospace & Defense 0.75% 70,503 $11.7M Add +1.3%
AIRR First Trust Rba American Ind 0.68% 94,851 $10.5M Add +117.0%
HEDJ Wisdomtree Europe Hedged Equ 0.66% 195,544 $10.2M Add +21.6%
KBWB Invesco KBW Bank ETF 0.60% 118,073 $9.3M Reduce -29.5%
KRE SS SPDR S&P Regional Bank 0.58% 138,438 $9.0M Reduce -29.4%
NVDA Nvidia Corp. 0.44% 38,876 $6.8M Add +8.7%
XOM Exxon Mobil Corp. 0.40% 36,405 $6.2M Reduce -4.4%
JPM JPMorgan Chase & Co. 0.39% 20,496 $6.0M Reduce -2.6%
ABBV Abbvie Inc. 0.37% 26,564 $5.8M Add +1.4%
MRK Merck & Co. Inc. 0.37% 47,344 $5.7M Reduce -4.3%
KMI Kinder Morgan Inc. 0.36% 164,948 $5.5M Add +0.4%
R Ryder System Inc. 0.35% 26,658 $5.5M Add +1.4%
AMZN Amazon.com Inc. 0.35% 25,895 $5.4M Add +0.3%
PNC PNC Financial Services Group 0.34% 25,044 $5.2M Add +0.7%
AEP American Electric Power 0.33% 39,564 $5.2M Reduce -0.3%
NTAP Netapp Inc. 0.33% 50,598 $5.2M Add +2.6%
TXN Texas Instruments Inc. 0.33% 26,567 $5.2M Add +0.9%
EOG EOG Resources Inc. 0.33% 35,434 $5.1M Add +7.4%
STT State Street Corp. 0.32% 39,833 $5.0M Reduce -8.3%
T AT&T Inc. 0.32% 173,495 $5.0M Add +1.8%
GILD Gilead Sciences Inc. 0.32% 35,962 $5.0M Reduce -7.0%
TRV The Travelers Cos Inc. 0.32% 16,829 $4.9M Add +0.1%
GD General Dynamics Corp. 0.32% 14,294 $4.9M Add +0.5%
LMT Lockheed Martin Corp. 0.31% 7,934 $4.8M Reduce -3.4%
PEP Pepsico Inc. 0.31% 30,703 $4.8M Add +3.6%
KO The Coca-Cola Co. 0.31% 62,691 $4.8M Add +1.1%
ADP Automatic Data Processing 0.31% 23,385 $4.8M Add +919.4%
USB US Bancorp 0.30% 90,273 $4.7M Reduce -5.5%
O Realty Income Corp. 0.30% 76,225 $4.7M Add +0.9%
EMN Eastman Chemical Co. 0.30% 60,571 $4.6M New
PEG Public Service Enterprise GP 0.30% 56,972 $4.6M Add +1.9%
UNH Unitedhealth Group Inc. 0.29% 16,852 $4.6M New
SBUX Starbucks Corp. 0.29% 50,822 $4.6M Add +1.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.29% 18,550 $4.5M Add +0.7%
AMT American Tower Corp. 0.29% 25,862 $4.5M New
MDT Medtronic PLC 0.29% 51,430 $4.5M Add +16598.0%
PG The Procter & Gamble Co. 0.28% 30,534 $4.4M Add +8.3%
IVW iShares S&P 500 Growth ETF 0.28% 38,973 $4.4M Reduce -1.9%
KMB Kimberly-Clark Corp. 0.28% 45,525 $4.4M New
DKS Dick's Sporting Goods Inc. 0.28% 21,789 $4.3M Add +2.3%
MSM MSC Industrial Direct Co. Class A 0.27% 45,669 $4.2M Add +2.7%
CMCSA Comcast Corp. Class A 0.27% 145,828 $4.2M Add +2.0%
MCD McDonald's Corp. 0.27% 13,259 $4.1M Add +0.6%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.26% 45,416 $4.1M Add +2.9%
SKYY First Trust Cloud Computing 0.26% 37,399 $4.1M Add +1.2%
QCOM Qualcomm Inc. 0.26% 31,430 $4.0M Reduce -21.4%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.26% 147,449 $4.0M Add +46.4%
HD Home Depot Inc. 0.25% 11,735 $3.9M Add +2.3%
BNDX Vanguard Total Intl Bond ETF 0.25% 80,218 $3.9M Add +20.0%
SOXX iShares Semiconductor ETF 0.24% 11,458 $3.8M Add +12.6%
SDY SS SPDR S&P Dividend ETF 0.24% 25,335 $3.7M Reduce -9.8%
BSV Vanguard Short-Term Bond ETF 0.24% 46,799 $3.7M Add +10.9%
JTEK JPMorgan US Tech Leaders 0.23% 45,045 $3.6M Reduce -0.2%
HACK Amplify Cybersecurity ETF 0.22% 45,430 $3.4M Add +2.9%

Show all 313 holdings

Lines left out (3) · $63 — a value with no share or principal amount
SecurityClassSharesValue
ZS Zscaler Inc. COM0$37
EUDG Wisdomtree Europe Quality Di EURO QTLY DIV GR0$15
CRSP Crispr Therapeutics AG NAMEN AKT0$11

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: $1.6B.

Portfolio Sells Q4 2025 → Q1 2026
LRGG Nomura Focused Large Growth Reduce -96.4% 0.05% −1.56
DOX Amdocs Ltd. Reduce -79.6% 0.19% −0.97
GOOGL Alphabet Inc. Class A Reduce -25.0% 1.81% −0.80
PYPL PayPal Holdings Inc. Sold out 0.00% −0.75
AVGO Broadcom Inc. Reduce -15.7% 2.29% −0.73
STX Seagate Technology Holdings Reduce -48.2% 1.73% −0.61
MS Morgan Stanley Reduce -14.3% 1.76% −0.44
XLE SS Energy Select Sector Reduce -99.1% 0.01% −0.42
CRM Salesforce Inc. Reduce -2.9% 0.90% −0.41
TPR Tapestry Inc. Reduce -26.5% 1.72% −0.39
ACN Accenture PLC Class A Reduce -2.8% 0.97% −0.37
AAPL Apple Inc. Reduce -4.8% 3.00% −0.36
JNJ Johnson & Johnson Reduce -88.4% 0.05% −0.31
JPST JPMorgan Ultra-Short Income Reduce -60.4% 0.20% −0.31
KBWB Invesco KBW Bank ETF Reduce -29.5% 0.60% −0.30
COR Cencora Inc. Reduce -10.3% 1.56% −0.30
GIS General Mills Inc. Sold out 0.00% −0.27
SPYD SS SPDR P S&P 500 Hi Div ETF Reduce -100.0% 0.00% −0.25
KRE SS SPDR S&P Regional Bank Reduce -29.4% 0.58% −0.23
AMGN Amgen Inc. Reduce -18.7% 1.56% −0.22
NXST Nexstar Media Group Inc. Reduce -0.3% 1.54% −0.18
QCOM Qualcomm Inc. Reduce -21.4% 0.26% −0.18
LYB Lyondellbasell Indu Class A Sold out 0.00% −0.16
HPQ HP Inc. Sold out 0.00% −0.15
SPY SS SPDR S&P 500 ETF Trust-US Reduce -30.8% 0.14% −0.07
SOLS Solstice Adv Materials Inc. Reduce -91.1% 0.01% −0.05
HOOD Robinhood Markets Inc. Class A Reduce -4.0% 0.08% −0.05
LLY Eli Lilly & Co. Reduce -4.7% 0.22% −0.05
JPM JPMorgan Chase & Co. Reduce -2.6% 0.39% −0.05
ISRG Intuitive Surgical Inc. Reduce -4.3% 0.14% −0.04
VRTX Vertex Pharmaceuticals Inc. Reduce -1.6% 1.44% −0.04
FNF Fidelity National Financial Reduce -0.5% 0.21% −0.04
STT State Street Corp. Reduce -8.3% 0.32% −0.03
CSCO Cisco Systems Inc. Reduce -2.9% 1.92% −0.03
IVW iShares S&P 500 Growth ETF Reduce -1.9% 0.28% −0.03
JTEK JPMorgan US Tech Leaders Reduce -0.2% 0.23% −0.03
V Visa Inc. Class A Reduce -6.0% 0.13% −0.03
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -4.9% 0.20% −0.03
USB US Bancorp Reduce -5.5% 0.30% −0.02
TSLA Tesla Inc. Reduce -97.7% 0.00% −0.02
IWD iShares Russell 1000 Value E Reduce -96.5% 0.00% −0.02
FICO Fair Isaac Corp. Reduce -5.5% 0.03% −0.02
APH Amphenol Corp. Class A Reduce -4.6% 0.15% −0.02
GOOG Alphabet Inc. Class C Reduce -9.1% 0.08% −0.02
CFG Citizens Financial Group Reduce -3.9% 1.82% −0.01
VGT Vanguard Info Tech ETF Reduce -10.8% 0.07% −0.01
ANET Arista Networks Inc. Reduce -3.1% 0.15% −0.01
SDY SS SPDR S&P Dividend ETF Reduce -9.8% 0.24% −0.01
XLK SS Technology Select Sector Reduce -24.5% 0.03% −0.01
APO Apollo Global Management Inc. Reduce -4.6% 0.03% −0.01

Portfolio Buys Q4 2025 → Q1 2026
ESI Element Solutions Inc. New 1.70% +1.70
META Meta Platforms Inc. Class A Add +661.6% 1.43% +1.21
KDP Keurig Dr Pepper Inc. New 1.15% +1.15
VTV Vanguard Mrngstr Val ETF-Aui Add +37.1% 2.25% +0.66
PFE Pfizer Inc. Add +28.0% 1.72% +0.53
DELL Dell Technologies -C Add +6.0% 1.80% +0.50
VZ Verizon Communications Inc. Add +3.5% 1.92% +0.42
AIRR First Trust Rba American Ind Add +117.0% 0.68% +0.40
KR Kroger Co. Add +8.5% 1.60% +0.33
EMN Eastman Chemical Co. New 0.30% +0.30
UNH Unitedhealth Group Inc. New 0.29% +0.29
AMT American Tower Corp. New 0.29% +0.29
MDT Medtronic PLC Add +16598.0% 0.29% +0.29
KMB Kimberly-Clark Corp. New 0.28% +0.28
HON Honeywell International Inc. Add +2.6% 1.70% +0.28
ADP Automatic Data Processing Add +919.4% 0.31% +0.27
RSP Invesco S&P 500 Equal Weight Add +32.6% 0.93% +0.23
NFG National Fuel Gas Co. Add +0.5% 1.48% +0.23
STWD Starwood Property Trust Inc. Add +26.2% 1.28% +0.23
SHLD Global X Defense Tech ETF Add +16.6% 0.88% +0.19
TMUS T-Mobile US Inc. Add +9.2% 1.41% +0.17
AIQ Global X Art Intel & Tech Add +15.0% 2.25% +0.13
VRT Vertiv Holdings Co. Class A Add +275.9% 0.15% +0.12
HEDJ Wisdomtree Europe Hedged Equ Add +21.6% 0.66% +0.11
EOG EOG Resources Inc. Add +7.4% 0.33% +0.11
DRI Darden Restaurants Inc. Add +1.0% 1.30% +0.10
IPAC iShares Core MSCI Pacific Et Add +6.2% 0.91% +0.09
VICI Vici Properties Inc. Add +46.4% 0.26% +0.08
KMI Kinder Morgan Inc. Add +0.4% 0.36% +0.07
PPA Invesco Aerospace & Defense Add +1.3% 0.75% +0.05
T AT&T Inc. Add +1.8% 0.32% +0.05
SOXX iShares Semiconductor ETF Add +12.6% 0.24% +0.05
BNDX Vanguard Total Intl Bond ETF Add +20.0% 0.25% +0.04
CI The Cigna Group Add +6.4% 1.16% +0.04
TXN Texas Instruments Inc. Add +0.9% 0.33% +0.04
PEP Pepsico Inc. Add +3.6% 0.31% +0.03
VONG Vanguard Russell 1000 Growth Add +11.4% 3.76% +0.03
MSM MSC Industrial Direct Co. Class A Add +2.7% 0.27% +0.03
KO The Coca-Cola Co. Add +1.1% 0.31% +0.03
R Ryder System Inc. Add +1.4% 0.35% +0.03
FBND Fidelity Total Bond ETF Add +15.7% 0.21% +0.03
O Realty Income Corp. Add +0.9% 0.30% +0.03
PG The Procter & Gamble Co. Add +8.3% 0.28% +0.03
SJNK SS SPDR BB St Hi Yield ETF Add +165.5% 0.04% +0.02
BSV Vanguard Short-Term Bond ETF Add +10.9% 0.24% +0.02
SBUX Starbucks Corp. Add +1.2% 0.29% +0.02
IBDV iShares Ibonds Dec 2030 Corp. Add +160.0% 0.02% +0.01
PEG Public Service Enterprise GP Add +1.9% 0.30% +0.01
NVDA Nvidia Corp. Add +8.7% 0.44% +0.01
GD General Dynamics Corp. Add +0.5% 0.32% +0.01

Notes & Other Activity Q4 2025 → Q1 2026
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 Sold out 5 $96before exit
TOL Toll Brothers Inc. COM Sold out 0 $65before exit
OPENW Opendoor Technologies Inc.-26 *W EXP 11/20/202 Sold out 22 $20before exit
LIT Global X Lithium & Battery T LITHIUM BTRY ETF Sold out 0 $19before exit
OPENL Opendoor Technologies Inc.-26 *W EXP 11/20/202 Sold out 22 $11before exit
OPENZ Opendoor Technologies Inc.-26 *W EXP 11/20/202 Sold out 22 $9before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 339$1.7BVONG, STX, AAPL, DELL, GLW
Q1 2026 313$1.6BVONG, AAPL, GLW, AVGO, AIQ
Q4 2025 350$1.6BVONG, AAPL, AVGO, GOOGL, STX
Q3 2025 303$1.5BVONG, AAPL, AVGO, MSFT, STX
Q2 2025 297$1.4BVONG, AVGO, AAPL, MSFT, ORCL
Q1 2025 367$1.3BAAPL, VONG, MSFT, AMGN, PGR
Q4 2024 399$1.3BAVGO, AAPL, VONG, MSFT, JBL
Q3 2024 401$1.3BVONG, AAPL, AVGO, MSFT, ORCL
Q2 2024 373$1.3BVONG, AAPL, AVGO, MSFT, ORCL
Q1 2024 316$1.3BVONG, AVGO, AAPL, MSFT, DELL