VALLEY WEALTH MANAGERS, INC. - Portfolio Stock Holdings
VALLEY WEALTH MANAGERS, INC. disclosed 346 stock positions in a recent SEC 13F filing. $1,730,580,802 of stock holdings were filed, with the largest holdings including VONG, STX, and AAPL. This filing represented positions held on June 30, 2026, and was filed today.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:
June 30, 2026No. of Stocks:
346Est. Stock Holding Value:
$1,730,580,802Top Stock Holdings By Sector
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Portfolio Stock Holdings - VALLEY WEALTH MANAGERS, INC.
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