StockDriftsStockDriftsTop 50 Valley Wealth Managers INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 3.75% | 507.4K | $64.8M | -4.56%(-24.26K) | $83.05(+54.09%) | 2026-06-30 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 3.21% | 57.6K | $55.6M | -16.04%(-11.01K) | $85.63(+851.27%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 3.08% | 184.5K | $53.4M | +0.63%(+1.15K) | $30.99(+889.44%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC CL C | 2.61% | 104.5K | $45.1M | -38.52%(-65.47K) | $55.52(+690.81%) | 2026-06-30 | |
| GLW | CORNING INC COM | 2.58% | 175.0K | $44.7M | -42.90%(-131.49K) | $49.22(+223.80%) | 2026-06-30 | |
| CSCO | CISCO SYS INC COM | 2.54% | 374.6K | $44.0M | -2.55%(-9.81K) | $30.14(+301.68%) | 2026-06-30 | |
| AVGO | BROADCOM INC COM | 2.43% | 111.2K | $42.0M | -3.30%(-3.80K) | $26.48(+1487.39%) | 2026-06-30 | |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 2.34% | 618.4K | $40.6M | -17.43%(-130.56K) | $36.27(+74.11%) | 2026-06-30 | |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | 2.25% | 178.3K | $38.9M | +0.20%(+348) | $151.02(+49.52%) | 2026-06-30 | |
| ESI | ELEMENT SOLUTIONS INC COM | 2.1% | 761.7K | $36.4M | -1.67%(-12.97K) | $29.56(+28.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +32.08% | +130.43% | +20.48% | +153.87% |
| Top 20 Holdings Unweighted | +32.87% | +134.60% | +20.85% | +157.73% |
Valley Wealth Managers INC reports $1.73B in US-listed equity holdings across 345 positions in its most recent 13F filing. Its largest disclosed positions are VONG (3.8%), STX (3.2%) and AAPL (3.1%). The top 20 holdings account for 44.23% of reported assets. Its disclosed equity book has returned +130.43% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Valley Wealth Managers INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 924166). View Valley Wealth Managers INC’s 13F filings on SEC