VALLEY WEALTH MANAGERS, INC. - Portfolio overview

VALLEY WEALTH MANAGERS, INC. has 350 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VONG - VANGUARD RUSSELL 1000 GROWTH ETF, 9.12%
2. MSFT - MICROSOFT CORP COM, 4.15%
3. DELL - DELL TECHNOLOGIES INC CL C, 4.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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