Valley Wealth Managers, Inc. holds a diversified book of 339 stocks worth $1.7B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Ingram Micro Holding Corp and trimmed Vanguard Russell 1000 Growth. Their largest long position is Vanguard Russell 1000 Growth at 4% of the equity book. Cloning the disclosed picks since 2024 would be +35% (+19.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/924166/holdings"
Use Arkolith to show VALLEY WEALTH MANAGERS, INC.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Valley Wealth Managers, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
79% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Valley Wealth Managers, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ASSETMARK, INC | 78 / 80 | $7.7B |
| IFP Advisors, Inc | 78 / 80 | $810.3M |
| FMR LLC | 77 / 80 | $672.1B |
| MORGAN STANLEY | 77 / 80 | $429.7B |
| JPMORGAN CHASE & CO | 77 / 80 | $388.9B |
| BANK OF AMERICA CORP /DE/ | 77 / 80 | $299.8B |
| GOLDMAN SACHS GROUP INC | 77 / 80 | $196.8B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 77 / 80 | $184.6B |
Ranked by how many of Valley Wealth Managers, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Russell 1000 Growth ETF ETF | $64.8M | 507.4K | 3.7% | ▼−4.6% Reduced · −24K sh | |
| 2 | Seagate Technology HLDNGS PLC Ord SHS Stock | $55.6M | 57.6K | 3.2% | ▼−16% Reduced · −11K sh | |
| 3 | Apple Inc Com Stock | $53.4M | 184.5K | 3.1% | ▲+0.6% Added · +1K sh | |
| 4 | Dell Technologies Inc CL C Stock | $45.1M | 104.5K | 2.6% | ▼−39% Reduced · −65K sh | |
| 5 | Corning Inc Com Stock | $44.7M | 175.0K | 2.6% | ▼−43% Reduced · −131K sh | |
| 6 | Cisco Sys Inc Com Stock | $44.0M | 374.6K | 2.5% | ▼−2.5% Reduced · −10K sh | |
| 7 | Broadcom Inc Com Stock | $42.0M | 111.2K | 2.4% | ▼−3.3% Reduced · −4K sh | |
| 8 | Global X Artificial Intelligence & Technology ETF ETF | $40.6M | 618.4K | 2.3% | ▼−17% Reduced · −131K sh | |
| 9 | Vanguard Morningstar Value ETF ETF | $38.9M | 178.3K | 2.2% | ▲+0.2% Added · +348 sh | |
| 10 | Element Solutions Inc Com Stock | $36.4M | 761.7K | 2.1% | ▼−1.7% Reduced · −13K sh | |
| 11 | Morgan Stanley Com New Stock | $34.7M | 166.2K | 2.0% | ▲+0.1% Added · +255 sh | |
| 12 | Alphabet Inc Cap STK CL A Stock | $34.6M | 96.9K | 2.0% | ▼−1.0% Reduced · −975 sh | |
| 13 | Delta Air Lines Inc Com New Stock | $34.5M | 368.4K | 2.0% | ▼−0.4% Reduced · −1K sh | |
| 14 | Citizens Finl Group Inc Com Stock | $31.5M | 449.1K | 1.8% | ▼−5.0% Reduced · −23K sh | |
| 15 | Tapestry Inc Com Stock | $28.1M | 191.9K | 1.6% | ▲+1.2% Added · +2K sh | |
| 16 | Microsoft Corp Com Stock | $28.1M | 75.2K | 1.6% | ▼−0.1% Reduced · −110 sh | |
| 17 | Hubbell Inc Com Stock | $28.1M | 53.6K | 1.6% | ▼−0.5% Reduced · −292 sh | |
| 18 | Metlife Inc Com Stock | $27.2M | 321.5K | 1.6% | ▲+2.3% Added · +7K sh | |
| 19 | Hasbro Inc Com Stock | $27.0M | 327.2K | 1.6% | ▲+2.1% Added · +7K sh | |
| 20 | Ross Stores Inc Com Stock | $26.4M | 124.2K | 1.5% | ▼−1.3% Reduced · −2K sh | |
| 21 | Assurant Inc Com Stock | $26.4M | 98.3K | 1.5% | ▲+1.5% Added · +1K sh | |
| 22 | Amgen Inc Com Stock | $25.5M | 70.5K | 1.5% | ▲+2.0% Added · +1K sh | |
| 23 | Vertex Pharmaceuticals Inc Com Stock | $25.5M | 51.3K | 1.5% | ▲+2.4% Added · +1K sh | |
| 24 | Verizon Communications Inc Com Stock | $25.4M | 599.2K | 1.5% | ▲+1.1% Added · +7K sh | |
| 25 | Nexstar Media Group Inc Common Stock Stock | $24.9M | 139.4K | 1.4% | ▲+5.6% Added · +7K sh | |
| 26 | Pfizer Inc Com Stock | $24.4M | 1.01M | 1.4% | ▲+6.9% Added · +65K sh | |
| 27 | Ingram Micro Holding Corp Stock | $24.1M | 880.2K | 1.4% | ▲New New position | |
| 28 | Meta Platforms Inc CL A Stock | $23.4M | 41.5K | 1.4% | ▲+7.2% Added · +3K sh | |
| 29 | Keurig DR Pepper Inc Com Stock | $23.1M | 704.7K | 1.3% | ▲+3.5% Added · +24K sh | |
| 30 | Cencora Inc Com Stock | $22.9M | 81.0K | 1.3% | ▲+5.1% Added · +4K sh | |
| 31 | Progressive Corp Com Stock | $22.9M | 104.7K | 1.3% | ▲+4.0% Added · +4K sh | |
| 32 | Darden Restaurants Inc Com Stock | $21.7M | 105.2K | 1.3% | ▲+2.3% Added · +2K sh | |
| 33 | Oracle Corp Com Stock | $20.6M | 140.5K | 1.2% | ▲+4.9% Added · +7K sh | |
| 34 | Chevron Corporation Com Stock | $20.2M | 121.8K | 1.2% | ▲+0.7% Added · +883 sh | |
| 35 | National Fuel Gas Co Com Stock | $20.1M | 259.9K | 1.2% | ▲+6.5% Added · +16K sh | |
| 36 | Salesforce Inc Com Stock | $20.1M | 128.1K | 1.2% | ▲+71% Added · +53K sh | |
| 37 | Caci Intl Inc CL A Stock | $19.9M | 42.9K | 1.1% | ▲+1.9% Added · +801 sh | |
| 38 | Kroger Co Com Stock | $19.7M | 355.2K | 1.1% | ▲+3.3% Added · +11K sh | |
| 39 | T-Mobile US Inc Com Stock | $18.4M | 109.8K | 1.1% | ▲+5.0% Added · +5K sh | |
| 40 | Starwood Ppty TR Inc Com REIT | $18.0M | 1.10M | 1.0% | ▼−5.1% Reduced · −59K sh | |
| 41 | SS&C Tech Hldgs Com Stock | $15.8M | 254.0K | 0.9% | ▲+7.0% Added · +17K sh | |
| 42 | Ishares Core Msci Pacific ETF ETF | $14.9M | 182.3K | 0.9% | ▼−1.1% Reduced · −2K sh | |
| 43 | Global X Defense Tech ETF ETF | $14.5M | 243.2K | 0.8% | ▲+26% Added · +50K sh | |
| 44 | Ishares Semiconductor ETF ETF | $14.1M | 22.1K | 0.8% | ▲+92% Added · +11K sh | |
| 45 | Honeywell Intl Inc Com Stock | $13.3M | 59.6K | 0.8% | ▲New New position | |
| 46 | Honeywell Aerospace Inc Com Stock | $13.2M | 59.6K | 0.8% | ▲New New position | |
| 47 | Invesco Aerospace & Defense ETF ETF | $13.0M | 73.6K | 0.8% | ▲+4.4% Added · +3K sh | |
| 48 | First Trust Rba American Industrial Renaissance ETF ETF | $11.3M | 84.9K | 0.7% | ▼−10% Reduced · −10K sh | |
| 49 | Accenture PLC Ireland SHS Class A Stock | $10.9M | 87.4K | 0.6% | ▲+15% Added · +11K sh | |
| 50 | Wisdomtree Europe Hedged Equity Fund ETF | $10.8M | 189.7K | 0.6% | ▼−3.0% Reduced · −6K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 534 | $1.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 504 | $1.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 584 | $1.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 496 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 491 | $1.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 566 | $1.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 546 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 547 | $1.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.