VALLEY WEALTH MANAGERS, INC. - Portfolio Stock Holdings
VALLEY WEALTH MANAGERS, INC. disclosed 359 stock positions in a recent SEC 13F filing. $1,759,061,628 of stock holdings were filed, with the largest holdings including AAPL, DELL, and VONG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,685,875,358 and has 54 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
359Est. Stock Holding Value:
$1,759,061,628Top Stock Holdings By Sector
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Portfolio Stock Holdings - VALLEY WEALTH MANAGERS, INC.
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