VALLEY WEALTH MANAGERS, INC.
•CIK: 924166•Filing: Q4 2025
**VALLEY WEALTH MANAGERS, INC.** manages $1.6B across a diversified portfolio of 354 positions. The firm maintains significant exposure to technology and growth sectors, highlighted by top holdings including VONG ($58.1M) and AAPL ($52.3M). Further concentration is evident in semiconductor and software leaders such as AVGO ($47.2M), GOOGL ($40.8M), and MSFT ($36.2M). This allocation profile suggests a conviction in established, high-growth enterprise technology names.
Total AUM
$1.6B
QoQ Performance
+3.2%
Positions
354
Top 10 Concentration
25.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VONG3.7%
AAPL3.4%
AVGO3.0%
GOOGL2.6%
STX2.3%
MSFT2.3%
DWD2.2%
AIQ2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.2%
Technology19.4%
Healthcare5.7%
Financial2.4%
Communication1.9%
Consumer Staples1.8%
Industrial1.7%
Consumer1.3%
🚪 Exited Positionssold since Q3 2025
+108 more exited positions
Changes from Q3 2025
NEW9 new positions
↑109 increased
↓66 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023