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Valley Wealth Managers, Inc.

All holdings · as of Dec 31, 2025

359 positions

CompanyClassValueShares% of portfolio
Meta Platforms Inc$3.36M5,0830.2%
VANGUARD SHORT-TERM BOND ETF$3.33M42,2030.2%
VANGUARD TOTAL INTERNATIONAL BOND ETF$3.23M66,8470.2%
STATE STR SPDR S&P 500 ETF TR TR UNIT$3.21M4,7110.2%
ISHARES CORE S&P 500 ETF$3.09M4,5080.2%
ISHARES SEMICONDUCTOR ETF$3.06M10,1770.2%
FIDELITY TOTAL BOND ETF$2.89M62,7240.2%
VICI PROPERTIES INC.$2.83M100,6900.2%
Intuitive Surgical Inc$2.77M4,8830.2%
AMPHENOL CORP /DE$2.62M19,3840.2%
VANGUARD MID-CAP VALUE ETF$2.61M14,7010.2%
Arista Networks, Inc.ANETCommon Stock$2.54M19,4000.2%
LyondellBasell Industries N.V.$2.49M57,4280.2%
Visa Inc$2.48M7,0820.2%
HP INC$2.38M106,8980.2%
AB CORE PLUS BOND ETF$2.08M58,5380.1%
Robinhood Markets, Inc.$2.01M17,8020.1%
ISHARES CORE MSCI EAFE ETF$1.96M21,9310.1%
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF$1.84M76,0150.1%
TR ACTIVEBETA US LARGE CAP EQUITY ETF$1.80M13,6010.1%
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF$1.76M36,8500.1%
VANGUARD SMALL-CAP GROWTH ETF$1.72M5,7060.1%
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF$1.72M70,7040.1%
VANGUARD FTSE EMERGING MARKETS ETF$1.48M27,4790.1%
VANGUARD SHORT-TERM CORPORATE BOND ETF$1.46M18,2880.1%
Alphabet Inc.$1.45M4,6130.1%
VANGUARD INFORMATION TECHNOLOGY ETF$1.36M1,8050.1%
VANGUARD S&P 500 ETF$1.31M2,0820.1%
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF$1.20M46,9530.1%
Warner Bros. Discovery, Inc.$1.13M39,0750.1%
KLA CORP$1.03M8510.1%
Solstice Advanced Materials Inc.$997.3K20,5300.1%
APPLIED MATERIALS INC /DE$934.6K3,6370.1%
COSTCO WHOLESALE CORP /NEW$872.7K1,0120.1%
ISHARES FALLEN ANGELS USD BOND ETF$841.3K30,8180.1%
Hilton Worldwide Holdings Inc.$827.9K2,8820.1%
ISHARES RUSSELL 1000 GROWTH ETF$823.5K1,7400.1%
LPL Financial Holdings Inc.$819.7K2,2950.1%
STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF$807.2K8,8740.1%
TJX Cos Inc/The$791.2K5,1510.1%
Netflix Inc$791.2K8,4390.1%
Invesco Bloomberg Enhanced Fallen Angels ETF$781.3K42,0050.1%
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF$764.4K32,6610.0%
Palo Alto Networks Inc$737.0K4,0010.0%
HCA Healthcare, Inc.$730.6K1,5650.0%
INVESCO QQQ TRUST SERIES I$721.8K1,1750.0%
FAIR ISAAC CORP$703.3K4160.0%
VANECK IG FLOATING RATE ETF$696.8K27,3460.0%
O REILLY AUTOMOTIVE INC$694.7K7,6170.0%
Apollo Global Management, Inc.$689.1K4,7600.0%
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