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VALLEY WEALTH MANAGERS, INC.

SEC Form 13F institutional filer · CIK 0000924166

13F-HR · 184 reported holdings · 2026-03-31

Valley Wealth Managers, Inc. is a wealth management firm.

Reported long-US-equity value

$1.23B

Top-10 concentration

29.6%

VALLEY WEALTH MANAGERS, INC. — $1.23B AUM allocation strategy

VALLEY WEALTH MANAGERS, INC. files SEC Form 13F and reports $1.23B of long US equity value across 184 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 19.2%, followed by Financials 7.5% and Consumer Discretionary 6.8%.

The top 10 holdings account for 30% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

VALLEY WEALTH MANAGERS, INC. — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$1.23B

total across 184 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

30% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$PFE$VTWO$MDT

+$PFE +208K sh · +$8.19M+$VTWO +54.6K sh · +$235K+$MDT +51.1K sh · +$4.43M

Biggest trims (shares)

$XLE$TPR$STX

−$XLE −147K sh · −$6.54M−$TPR −68.2K sh · −$6.19M−$STX −63.8K sh · −$9.59M

Added from nil (new positions)

$KDP$UNH$AMT$KMB$C

5 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$PYPL$GIS$LYB$HPQ$CAT

$PYPL ($11.7M last qtr)$GIS ($4.22M last qtr)$LYB ($2.49M last qtr)$HPQ ($2.38M last qtr)$CAT ($166K last qtr)

Sector allocation (share of reported value)

Information Technology 19%Financials 7%Consumer Discretionary 7%ETFs 5%Communication Services 5%Industrials 4%Health Care 2%Energy 2%Other holdings 49%SECTORS
  • $XLKInformation Technology19.2%—
  • $XLFFinancials7.5%—
  • $XLYConsumer Discretionary6.8%—
  • ETFs4.7%—
  • $XLCCommunication Services4.7%—
  • $XLIIndustrials4.3%—
  • $XLVHealth Care2.2%—
  • $XLEEnergy2.1%—
  • Other holdings48.5%—

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Technology Hardware, Storage & Peripherals 8%Electronic Components 3%Asset Management & Custody Banks 3%Semiconductors 3%Leisure Products 2%Communications Equipment 2%Integrated Telecommunication Services 2%Regional Banks 2%Other holdings 73%INDUSTRIES
  • Technology Hardware, Storage & Peripherals8.2%—
  • Electronic Components3.4%—
  • Asset Management & Custody Banks2.9%—
  • Semiconductors2.9%—
  • Leisure Products2.4%—
  • Communications Equipment2.4%—
  • Integrated Telecommunication Services2.4%—
  • Regional Banks2.3%—
  • Other holdings73.0%—

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

9 of 9 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$AAPLApple Inc183K$46.5M-9.16K3.8%
$GLWCorning Incorporated306K$41.7M-58.9K3.4%
$IVZInvesco Ltd277K$35.8M-30.1K2.9%
$AVGOBroadcom Inc115K$35.6M-21.4K2.9%
$HASHasbro Inc320K$30M-11.7K2.4%
$CSCOCisco Systems Inc384K$29.8M-11.7K2.4%
$VZVerizon Communications Inc593K$29.7M+20K2.4%
$CFGCitizens Financial Group Inc473K$28.3M-19K2.3%
$GOOGAlphabet Inc. Class C Capital Stock97.8K$28.1M-32.6K2.3%

…and 175 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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