VALLEY WEALTH MANAGERS, INC.: 13F holdings
CIK 9241662026Q2
| Positions | 345 |
|---|---|
| Reported value | $1.7bn |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VONG VANGUARD RUSSELL 1000 GROWTH ETF | 507,390 | $64.8m | 3.7% |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 57,623 | $55.6m | 3.2% |
| AAPL APPLE INC COM | 184,501 | $53.4m | 3.1% |
| DELL DELL TECHNOLOGIES INC CL C | 104,500 | $45.1m | 2.6% |
| GLW CORNING INC COM | 174,990 | $44.7m | 2.6% |
| CSCO CISCO SYS INC COM | 374,637 | $44.0m | 2.5% |
| AVGO BROADCOM INC COM | 111,224 | $42.0m | 2.4% |
| GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 618,352 | $40.6m | 2.3% |
| VTV VANGUARD MORNINGSTAR VALUE ETF | 178,281 | $38.9m | 2.2% |
| ESI ELEMENT SOLUTIONS INC COM | 761,681 | $36.4m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="924166")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.