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Valley Wealth Managers, Inc.

Q1 2026 Holdings

Filed 2026-05-06 | 504 holdings | $1.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
State Street Spdr S&P 500 ETF(SPY)ETF78462F103$2.1M3,2590.1%
Intuitive Surgical Inc COM New(ISRG)Stock46120E602$2.2M4,6730.1%
AB Core Plus Bond ETF(CPLS)ETF00039J855$2.2M62,2620.1%
Vertiv Holdings Co COM CL A(VRT)Stock92537N108$2.3M8,9910.1%
Arista Networks Inc COM SHS(ANET)Stock040413205$2.3M18,7920.1%
Amphenol Corp CL A(APH)Stock032095101$2.3M18,4940.2%
Vanguard Mid-Cap Value ETF(VOE)ETF922908512$2.6M13,9240.2%
Ishares Expanded Tech-Software Sector ETF(IGV)ETF464287515$2.8M34,5560.2%
Ishares Core S&P 500 ETF(IVV)ETF464287200$2.9M4,4290.2%
Amdocs LTD SHS(DOX)StockG02602103$3.0M45,9660.2%
Vanguard Mid-Cap Growth ETF(VOT)ETF922908538$3.1M12,1700.2%
JPMorgan Ultra-Short Income ETF(JPST)ETF46641Q837$3.1M62,0240.2%
Fidelity Natl Finl Inc COM SHS(FNF)Stock31620R303$3.2M69,3740.2%
Fidelity Total Bond ETF(FBND)ETF316188309$3.3M72,5910.2%
Prudential Finl Inc COM(PRU)Stock744320102$3.4M34,3580.2%
ELI Lilly & Co COM(LLY)Stock532457108$3.4M3,6640.2%
Amplify Cybersecurity ETF(HACK)ETF032108664$3.4M45,4300.2%
JPMorgan U.S. Tech Leaders ETF(JTEK)ETF46654Q732$3.6M45,0450.2%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$3.7M46,7990.2%
State Street Spdr S&P Dividend ETF(SDY)ETF78464A763$3.7M25,3350.2%
Ishares Semiconductor ETF(SOXX)ETF464287523$3.8M11,4580.2%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$3.9M80,2180.2%
Home Depot Inc COM(HD)Stock437076102$3.9M11,7350.2%
Vici Pptys Inc COM(VICI)REIT925652109$4.0M147,4490.3%
Qualcomm Inc COM(QCOM)Stock747525103$4.0M31,4300.3%
First Trust Cloud Computing ETF(SKYY)ETF33734X192$4.1M37,3990.3%
Price T Rowe Group Inc COM(TROW)Stock74144T108$4.1M45,4160.3%
Mcdonalds Corp COM(MCD)Stock580135101$4.1M13,2590.3%
Comcast Corp New CL A(CMCSA)Stock20030N101$4.2M145,8280.3%
MSC Indl Direct Inc CL A(MSM)Stock553530106$4.2M45,6690.3%
Dicks Sporting Goods Inc COM(DKS)Stock253393102$4.3M21,7890.3%
Kimberly-Clark Corp COM(KMB)Stock494368103$4.4M45,5250.3%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$4.4M38,9730.3%
Procter & Gamble Co COM(PG)Stock742718109$4.4M30,5340.3%
Medtronic PLC SHS(MDT)StockG5960L103$4.5M51,4300.3%
American Tower Corp COM(AMT)REIT03027X100$4.5M25,8620.3%
International Business Machs COM(IBM)Stock459200101$4.5M18,5500.3%
Starbucks Corp COM(SBUX)Stock855244109$4.6M50,8220.3%
Unitedhealth Group Inc COM(UNH)Stock91324P102$4.6M16,8520.3%
Public SVC Enterprise Group COM(PEG)Stock744573106$4.6M56,9720.3%
Eastman Chem Co COM(EMN)Stock277432100$4.6M60,5710.3%
Realty Income Corp COM(O)REIT756109104$4.7M76,2250.3%
US Bancorp COM New(USB)Stock902973304$4.7M90,2730.3%
Automatic Data Processing Inc COM(ADP)Stock053015103$4.8M23,3850.3%
Coca Cola Co COM(KO)Stock191216100$4.8M62,6910.3%
Pepsico Inc COM(PEP)Stock713448108$4.8M30,7030.3%
Lockheed Martin Corp COM(LMT)Stock539830109$4.8M7,9340.3%
General Dynamics Corp COM(GD)Stock369550108$4.9M14,2940.3%
Travelers Companies Inc COM(TRV)Stock89417E109$4.9M16,8290.3%
Gilead Sciences Inc COM(GILD)Stock375558103$5.0M35,9620.3%
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