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Hallmark Capital Management

Latest statistics and disclosures from Valley Wealth Managers's latest quarterly 13F-HR filing:

Top 5 stock holdings are VONG, STX, AAPL, DELL, GLW, and represent 15.24% of Valley Wealth Managers's stock portfolio.
Added to shares of these 10 stocks: INGM (+$24M), HON (+$13M), HONA (+$13M), CRM (+$8.4M), PAVE (+$8.1M), SOXX (+$6.8M), Exxon Mobil Corp (+$5.1M), CTSH, SHLD, THNQ.
Started 40 new stock positions in BMY, VONV, JBL, SPIB, SPSM, THNQ, TSM, VPU, FFIV, SNX.
Reduced shares in these 10 stocks: GLW (-$34M), DELL (-$28M), Honeywell International (-$26M), CI (-$18M), RSP (-$16M), STX (-$11M), AIQ (-$8.6M), , MSM (-$5.4M), VONG.
Sold out of its positions in Dupont De Nemours, XOM, FICO, Honeywell International, Inseego, IEF, IWD, IHI, Scworx Corp, SHM. SMB.
Valley Wealth Managers was a net seller of stock by $-60M.
Valley Wealth Managers has $1.7B in assets under management (AUM), dropping by 11.41%.
Central Index Key (CIK): 0000924166

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Portfolio Holdings for Valley Wealth Managers

Valley Wealth Managers holds 345 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Russell 1000 Growth Etf Etf (VONG)	3.7	$65M	-4%	507k	127.81	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	3.2	$56M	-16%	58k	965.00	View chart
Apple Stock (AAPL)	3.1	$53M		185k	289.36	View chart
Dell Technologies Inc Cl C Stock (DELL)	2.6	$45M	-38%	105k	431.46	View chart
Corning Stock (GLW)	2.6	$45M	-42%	175k	255.43	View chart
Cisco Sys Stock (CSCO)	2.5	$44M	-2%	375k	117.46	View chart
Broadcom Stock (AVGO)	2.4	$42M	-3%	111k	377.75	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	2.3	$41M	-17%	618k	65.61	View chart
Vanguard Morningstar Value Etf Etf (VTV)	2.2	$39M		178k	217.93	View chart
Element Solutions Stock (ESI)	2.1	$36M		762k	47.75	View chart
Morgan Stanley Stock (MS)	2.0	$35M		166k	209.03	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.0	$35M		97k	357.37	View chart
Delta Air Lines Stock (DAL)	2.0	$35M		368k	93.66	View chart
Citizens Finl Group Stock (CFG)	1.8	$32M	-4%	449k	70.07	View chart
Tapestry Stock (TPR)	1.6	$28M		192k	146.38	View chart
Microsoft Corp Stock (MSFT)	1.6	$28M		75k	373.00	View chart
Hubbell Stock (HUBB)	1.6	$28M		54k	523.22	View chart
Metlife Stock (MET)	1.6	$27M	+2%	322k	84.61	View chart
Hasbro Stock (HAS)	1.6	$27M	+2%	327k	82.59	View chart
Ross Stores Stock (ROST)	1.5	$26M		124k	212.84	View chart
Assurant Stock (AIZ)	1.5	$26M		98k	268.52	View chart
Amgen Stock (AMGN)	1.5	$26M	+2%	71k	362.10	View chart
Vertex Pharmaceuticals Stock (VRTX)	1.5	$26M	+2%	51k	496.74	View chart
Verizon Communications Stock (VZ)	1.5	$25M		599k	42.34	View chart
Nexstar Media Group Stock (NXST)	1.4	$25M	+5%	139k	178.59	View chart
Pfizer Stock (PFE)	1.4	$24M	+6%	1.0M	24.08	View chart
Ingram Micro Holding Corp Stock (INGM)	1.4	$24M	NEW	880k	27.43	View chart
Meta Platforms Inc Cl A Stock (META)	1.4	$23M	+7%	42k	563.29	View chart
Keurig Dr Pepper Stock (KDP)	1.3	$23M	+3%	705k	32.73	View chart
Cencora Stock (COR)	1.3	$23M	+5%	81k	282.96	View chart
Progressive Corp Stock (PGR)	1.3	$23M	+4%	105k	218.44	View chart
Darden Restaurants Stock (DRI)	1.3	$22M	+2%	105k	206.02	View chart
Oracle Corp Stock (ORCL)	1.2	$21M	+4%	141k	146.55	View chart
Chevron Corporation Stock (CVX)	1.2	$20M		122k	165.76	View chart
National Fuel Gas Stock (NFG)	1.2	$20M	+6%	260k	77.21	View chart
Salesforce Stock (CRM)	1.2	$20M	+71%	128k	156.66	View chart
Caci Intl Inc Cl A Stock (CACI)	1.2	$20M		43k	463.25	View chart
Kroger Stock (KR)	1.1	$20M	+3%	355k	55.53	View chart
T-mobile Us Stock (TMUS)	1.1	$18M	+4%	110k	167.73	View chart
Starwood Ppty Tr Reit (STWD)	1.0	$18M	-5%	1.1M	16.38	View chart
Ss&c Tech Hldgs Stock (SSNC)	0.9	$16M	+7%	254k	62.05	View chart
Ishares Core Msci Pacific Etf Etf (IPAC)	0.9	$15M		182k	81.93	View chart
Global X Defense Tech Etf Etf (SHLD)	0.8	$15M	+25%	243k	59.71	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.8	$14M	+92%	22k	640.77	View chart
Honeywell Intl Stock (HON)	0.8	$13M	NEW	60k	219.74	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.8	$13M	+4%	74k	176.65	View chart
Honeywell Aerospace Stock (HONA)	0.7	$13M	NEW	60k	217.00	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.7	$11M	-10%	85k	133.25	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.6	$11M	+15%	87k	124.45	View chart
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ)	0.6	$11M	-2%	190k	57.00	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.6	$9.9M	+430%	169k	58.92	View chart
State Street Spdr S&p Regional Banking Etf Etf (KRE)	0.6	$9.6M	-6%	129k	74.85	View chart
Invesco Kbw Bank Etf Etf (KBWB)	0.5	$9.5M	-13%	102k	92.98	View chart
Texas Instrs Stock (TXN)	0.5	$8.5M	+6%	28k	298.07	View chart
Nvidia Corporation Stock (NVDA)	0.4	$7.4M	-4%	37k	200.09	View chart
Unitedhealth Group Stock (UNH)	0.4	$7.0M		17k	415.63	View chart
Ryder Sys Stock (R)	0.4	$7.0M		27k	263.77	View chart
Abbvie Stock (ABBV)	0.4	$6.9M	+3%	28k	251.64	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$6.8M		21k	327.33	View chart
State Str Corp Stock (STT)	0.4	$6.7M		40k	169.60	View chart
Merck & Co Stock (MRK)	0.4	$6.4M	+5%	50k	128.50	View chart
Pnc Finl Svcs Group Stock (PNC)	0.4	$6.2M		25k	246.22	View chart
Amazon Stock (AMZN)	0.3	$5.9M	-4%	25k	238.34	View chart
Qualcomm Stock (QCOM)	0.3	$5.8M		32k	184.79	View chart
Netapp Stock (NTAP)	0.3	$5.7M	-27%	37k	154.76	View chart
Travelers Companies Stock (TRV)	0.3	$5.7M	+2%	17k	330.12	View chart
Us Bancorp Stock (USB)	0.3	$5.6M		92k	60.40	View chart
American Elec Pwr Stock (AEP)	0.3	$5.5M		40k	136.81	View chart
Automatic Data Processing Stock (ADP)	0.3	$5.5M	+4%	25k	223.95	View chart
International Business Machs Stock (IBM)	0.3	$5.4M	+3%	19k	281.21	View chart
Kinder Morgan Inc Del Stock (KMI)	0.3	$5.4M		168k	31.97	View chart
Price T Rowe Group Stock (TROW)	0.3	$5.3M	+2%	46k	113.69	View chart
Starbucks Corp Stock (SBUX)	0.3	$5.2M		51k	102.19	View chart
Coca Cola Stock (KO)	0.3	$5.2M		64k	81.27	View chart
General Dynamics Corp Stock (GD)	0.3	$5.2M		15k	354.24	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$5.1M	-3%	37k	137.53	View chart
Kimberly-clark Corp Stock (KMB)	0.3	$5.1M	+2%	47k	109.77	View chart
Exxonmobil Holdings Corp Stock	0.3	$5.1M	NEW	37k	136.72	View chart
Dicks Sporting Goods Stock (DKS)	0.3	$5.0M		22k	226.81	View chart
Realty Income Corp Reit (O)	0.3	$4.8M		78k	61.96	View chart
Public Svc Enterprise Group Stock (PEG)	0.3	$4.8M	+3%	59k	81.16	View chart
Eog Res Stock (EOG)	0.3	$4.7M	+3%	37k	129.73	View chart
Gilead Sciences Stock (GILD)	0.3	$4.7M	+3%	37k	126.34	View chart
Procter & Gamble Stock (PG)	0.3	$4.7M	+3%	32k	146.64	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.3	$4.6M	-2%	44k	104.93	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.3	$4.4M	-11%	33k	134.56	View chart
American Tower Corp Reit (AMT)	0.3	$4.3M	+2%	27k	163.57	View chart
Pepsico Stock (PEP)	0.2	$4.3M	+2%	32k	135.40	View chart
Home Depot Stock (HD)	0.2	$4.3M	+2%	12k	352.68	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$4.2M	+4%	8.3k	509.46	View chart
Eastman Chem Stock (EMN)	0.2	$4.1M		62k	66.98	View chart
Vici Pptys Reit (VICI)	0.2	$4.1M	+5%	155k	26.55	View chart
Medtronic Stock (MDT)	0.2	$4.1M	+2%	53k	78.23	View chart
Eli Lilly & Co Stock (LLY)	0.2	$4.1M	-7%	3.4k	1199.43	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$3.9M		81k	48.43	View chart
Prudential Finl Stock (PRU)	0.2	$3.9M	+3%	36k	107.90	View chart
At&t Stock (T)	0.2	$3.8M	+5%	183k	20.70	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.2	$3.8M	+5%	153k	24.55	View chart
Mcdonalds Corp Stock (MCD)	0.2	$3.7M	+4%	14k	270.31	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$3.7M		47k	77.91	View chart
Amphenol Corp Cl A Stock (APH)	0.2	$3.7M	+12%	21k	176.32	View chart
Fidelity Natl Finl Stock (FNF)	0.2	$3.6M	+11%	77k	47.16	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.2	$3.6M	-7%	24k	152.17	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.2	$3.5M	NEW	92k	38.73	View chart
Vanguard Morningstar Mid-cap Growth Etf Etf (VOT)	0.2	$3.5M	-5%	12k	306.30	View chart
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)	0.2	$3.5M	-30%	31k	111.55	View chart
Fidelity Total Bond Etf Etf (FBND)	0.2	$3.4M	+3%	75k	45.49	View chart
Arista Networks Stock (ANET)	0.2	$3.2M		19k	169.88	View chart
Amdocs Stock (DOX)	0.2	$3.2M	+36%	63k	50.54	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$3.2M	-4%	4.2k	748.89	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.2	$3.1M	+3%	9.3k	334.82	View chart
Vanguard Morningstar Mid-cap Value Etf Etf (VOE)	0.2	$2.7M	-3%	14k	197.60	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.2	$2.6M	-16%	52k	50.57	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$2.4M		3.3k	746.77	View chart
Visa Inc Com Cl A Stock (V)	0.1	$2.4M	+4%	7.0k	343.09	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$2.1M	-32%	23k	90.60	View chart
Ab Core Plus Bond Etf Etf (CPLS)	0.1	$2.1M	-3%	60k	35.15	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$2.0M	-2%	20k	96.57	View chart
Intuitive Surgical Stock (ISRG)	0.1	$1.9M	+3%	4.8k	397.68	View chart
Applied Matls Stock (AMAT)	0.1	$1.8M	-24%	2.6k	722.95	View chart
Kla Corp Stock (KLAC)	0.1	$1.8M	+660%	6.0k	301.71	View chart
Vanguard Morningstar Small-cap Growth Etf Etf (VBK)	0.1	$1.8M	-2%	5.0k	365.70	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.1	$1.8M	+5%	18k	100.28	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.1	$1.8M		13k	141.89	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$1.7M	-6%	72k	24.23	View chart
Robo Global Artificial Intelligence Etf Etf (THNQ)	0.1	$1.7M	NEW	18k	91.21	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$1.7M	-3%	69k	24.22	View chart
Palo Alto Networks Stock (PANW)	0.1	$1.6M	+21%	4.8k	341.02	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.5M	+697%	13k	119.52	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$1.5M	+2%	2.2k	686.83	View chart
Marvell Technology Stock (MRVL)	0.1	$1.5M	NEW	4.9k	297.89	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$1.5M		4.1k	353.33	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$1.4M	-5%	24k	59.69	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$1.4M	-7%	17k	79.03	View chart
Fortinet Stock (FTNT)	0.1	$1.2M	+2%	7.8k	153.62	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$1.2M	-3%	46k	25.25	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.1	$1.1M		40k	26.66	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$941k	+3%	1.0k	935.47	View chart
Intel Corp Stock (INTC)	0.1	$936k		6.7k	139.63	View chart
Trane Technologies Stock (TT)	0.1	$908k	+11%	1.8k	491.16	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.1	$895k		2.7k	330.46	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$889k	+4%	38k	23.16	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.1	$888k	-3%	8.1k	109.11	View chart
Ishares Fallen Angels Usd Bond Etf Etf (FALN)	0.0	$822k		30k	27.24	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$822k	+300%	6.6k	124.17	View chart
Tjx Cos Stock (TJX)	0.0	$779k	+2%	5.1k	151.50	View chart
Invesco Bloomberg Enhanced Fallen Angels Etf Etf (IFLN)	0.0	$776k	-3%	42k	18.29	View chart
Johnson & Johnson Stock (JNJ)	0.0	$743k	-6%	2.9k	253.98	View chart
Oreilly Automotive Stock (ORLY)	0.0	$698k	+4%	7.6k	92.09	View chart
Sherwin Williams Stock (SHW)	0.0	$684k	+6%	2.0k	344.32	View chart
Msci Stock (MSCI)	0.0	$673k	+6%	1.2k	560.04	View chart
Transdigm Group Stock (TDG)	0.0	$671k	+9%	504.00	1332.04	View chart
Lpl Finl Hldgs Stock (LPLA)	0.0	$657k	+5%	2.3k	281.68	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$650k	-22%	882.00	736.40	View chart
Netflix Stock (NFLX)	0.0	$648k	+7%	9.1k	71.40	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	0.0	$622k	-10%	24k	25.61	View chart
Hca Healthcare Stock (HCA)	0.0	$618k	+3%	1.6k	389.89	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$613k		3.2k	190.52	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$611k		6.9k	89.01	View chart
Synopsys Stock (SNPS)	0.0	$584k	+8%	1.3k	446.07	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$568k	+4%	6.9k	82.65	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.0	$560k	-4%	22k	25.03	View chart
Apollo Global Mgmt Stock (APO)	0.0	$558k	+3%	4.7k	118.31	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$547k	-5%	9.4k	58.20	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$453k		905.00	500.39	View chart
Servicenow Stock (NOW)	0.0	$399k	-35%	4.0k	99.28	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$394k	-3%	2.9k	136.68	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.0	$343k	+33%	16k	21.80	View chart
The Cigna Group Stock (CI)	0.0	$338k	-98%	1.2k	275.69	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$285k	-5%	2.4k	117.45	View chart
Walmart Stock (WMT)	0.0	$284k	+2%	2.5k	113.26	View chart
Valley Natl Bancorp Stock (VLY)	0.0	$281k	-65%	19k	14.65	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$277k	-98%	1.3k	212.77	View chart
Invesco Variable Rate Preferred Etf Etf (VRP)	0.0	$265k	-15%	11k	24.31	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$255k	-15%	1.6k	158.66	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$244k	+403%	1.5k	158.03	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$235k		4.4k	53.61	View chart
Micron Technology Stock (MU)	0.0	$225k	-2%	195.00	1154.30	View chart
Viking Therapeutics Stock (VKTX)	0.0	$225k	NEW	5.8k	39.01	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$198k		1.7k	117.28	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.0	$196k	NEW	3.3k	60.29	View chart
Citigroup Stock (C)	0.0	$165k		1.2k	139.96	View chart
Booking Holdings Stock (BKNG)	0.0	$165k	+2400%	925.00	178.24	View chart
Ge Vernova Stock (GEV)	0.0	$161k		137.00	1174.86	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.0	$151k	+500%	1.8k	86.14	View chart
Uber Technologies Stock (UBER)	0.0	$144k	NEW	2.0k	72.16	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$135k		262.00	513.60	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$135k	+13%	1.4k	98.98	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$132k	-18%	1.5k	88.60	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$115k	NEW	2.0k	57.62	View chart
Sempra Stock (SRE)	0.0	$101k		1.1k	92.71	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.0	$98k		680.00	144.61	View chart
Philip Morris Intl Stock (PM)	0.0	$95k		525.00	180.91	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$92k		495.00	185.23	View chart
Sandisk Corp Stock (SNDK)	0.0	$91k		40.00	2273.72	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.0	$89k		900.00	99.01	View chart
Lowes Cos Stock (LOW)	0.0	$86k		390.00	220.49	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$86k		1.5k	56.98	View chart
Phillips 66 Stock (PSX)	0.0	$85k		500.00	169.05	View chart
Abbott Laboratories Stock (ABT)	0.0	$82k		902.00	90.74	View chart
GSK Adr (GSK)	0.0	$79k		1.5k	52.42	View chart
Apple Hospitality Reit Reit (APLE)	0.0	$79k		4.7k	16.81	View chart
Csx Corp Stock (CSX)	0.0	$78k		1.7k	47.53	View chart
Spdr Gold Shares Etf (GLD)	0.0	$78k		211.00	368.39	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$78k	+2%	725.00	107.13	View chart
Western Digital Corp Stock (WDC)	0.0	$77k		120.00	638.72	View chart
Block Inc Cl A Stock (XYZ)	0.0	$76k	NEW	1.0k	76.00	View chart
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)	0.0	$74k		1.5k	50.37	View chart
Novartis Adr (NVS)	0.0	$71k		453.00	156.72	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$71k		374.00	189.62	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$70k	-18%	951.00	73.41	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$69k		1.4k	50.39	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$68k	+12%	1.3k	52.41	View chart
Allstate Corp Stock (ALL)	0.0	$67k		283.00	237.94	View chart
Navios Maritime Partners Lp Com Unit Lpi Stock (NMM)	0.0	$65k		930.00	70.07	View chart
Analog Devices Stock (ADI)	0.0	$62k		155.00	397.17	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$61k		2.0k	30.49	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$58k		245.00	236.62	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.0	$54k		350.00	154.30	View chart
Altria Group Stock (MO)	0.0	$52k		718.00	71.95	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$48k		670.00	71.86	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$46k		500.00	92.27	View chart
Franklin Municipal Income Etf Etf (FTMU)	0.0	$44k		5.5k	7.93	View chart
Msc Indl Direct Inc Cl A Stock (MSM)	0.0	$43k	-99%	364.00	118.95	View chart
Conocophillips Stock (COP)	0.0	$42k		400.00	103.96	View chart
Disney Walt Stock (DIS)	0.0	$41k	-41%	425.00	96.25	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.0	$41k		110.00	370.04	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$40k		174.00	229.57	View chart
Nomura Focused Large Growth Etf Etf (LRGG)	0.0	$40k	-95%	1.4k	27.49	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$39k		403.00	96.35	View chart
Calamos Dynamic Conv & Income Cef (CCD)	0.0	$39k		1.5k	25.77	View chart
Cmb.tech Nv Stock (CMBT)	0.0	$36k		2.6k	14.11	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$35k	-49%	663.00	53.11	View chart
Wells Fargo & Co Stock (WFC)	0.0	$35k		426.00	82.65	View chart
Rtx Corporation Stock (RTX)	0.0	$34k		179.00	189.73	View chart
3M Stock (MMM)	0.0	$32k		200.00	161.91	View chart
Principal Financial Group Stock (PFG)	0.0	$32k		300.00	107.78	View chart
Rockwell Automation Stock (ROK)	0.0	$32k		65.00	495.08	View chart
Truist Finl Corp Stock (TFC)	0.0	$31k		619.00	49.82	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$31k	+6240%	317.00	96.46	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.0	$30k	NEW	307.00	98.59	View chart
Gabelli Divid & Income Tr Cef (GDV)	0.0	$29k		1.0k	29.40	View chart
Figure Technology Solutio Com Cl A Stock (FIGR)	0.0	$29k	NEW	945.00	30.71	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$28k		337.00	83.07	View chart
Csw Industrials Stock (CSW)	0.0	$28k		100.00	278.30	View chart
Cintas Corp Stock (CTAS)	0.0	$27k		160.00	170.08	View chart
Boeing Stock (BA)	0.0	$27k		125.00	216.47	View chart
American Express Stock (AXP)	0.0	$26k		76.00	338.25	View chart
Modine Mfg Stock (MOD)	0.0	$26k		96.00	267.02	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$25k	NEW	83.00	298.64	View chart
Baidu Inc Spon Adr Rep A Adr (BIDU)	0.0	$24k		210.00	114.29	View chart
Occidental Pete Corp Stock (OXY)	0.0	$24k		492.00	48.57	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.0	$24k		464.00	50.83	View chart
Parker-hannifin Corp Stock (PH)	0.0	$24k		24.00	978.12	View chart
Eaton Corp Stock (ETN)	0.0	$23k		54.00	426.11	View chart
Duke Energy Corp Stock (DUK)	0.0	$22k		171.00	126.58	View chart
Vanguard Morningstar Small-cap Value Etf Etf (VBR)	0.0	$22k		89.00	241.81	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$21k		452.00	45.34	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.0	$20k	+19500%	196.00	103.80	View chart
Jd.com Inc Spon Ads Cl A Adr (JD)	0.0	$18k		700.00	25.48	View chart
Sofi Technologies Stock (SOFI)	0.0	$17k		963.00	17.93	View chart
Sysco Corp Stock (SYY)	0.0	$17k		200.00	83.58	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.0	$16k		371.00	44.03	View chart
Prosperity Bancshares Stock (PB)	0.0	$16k		216.00	73.03	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$16k	NEW	270.00	57.67	View chart
Illinois Tool Wks Stock (ITW)	0.0	$14k		53.00	270.47	View chart
Vanguard Morningstar Mega Cap Value Etf Etf (MGV)	0.0	$14k		87.00	163.45	View chart
Nextera Energy Stock (NEE)	0.0	$14k		160.00	87.77	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$14k		182.00	76.70	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$14k		63.00	221.21	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$14k		100.00	139.09	View chart
Fastenal Stock (FAST)	0.0	$13k		276.00	48.03	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$13k		57.00	227.05	View chart
Yum Brands Stock (YUM)	0.0	$13k		80.00	159.86	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$13k		340.00	36.87	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$12k	-85%	113.00	106.47	View chart
Pimco Short Term Municipal Bond Active Etf Etf (SMMU)	0.0	$12k		237.00	50.50	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$12k		230.00	50.58	View chart
Huntington Bancshares Stock (HBAN)	0.0	$12k		655.00	17.73	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$10k		304.00	33.84	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$10k		95.00	107.62	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$10k	+5%	218.00	46.81	View chart
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR)	0.0	$10k		200.00	50.38	View chart
Pembina Pipeline Corp Stock (PBA)	0.0	$9.8k		212.00	46.25	View chart
Annaly Capital Management Reit (NLY)	0.0	$9.4k	NEW	420.00	22.36	View chart
Nio Inc Spon Ads Adr (NIO)	0.0	$9.2k		1.8k	5.06	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.0	$9.1k	NEW	181.00	50.49	View chart
Bilibili Inc Spons Ads Rep Z Adr (BILI)	0.0	$8.5k		500.00	17.03	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$8.0k		145.00	55.50	View chart
Ramaco Res Inc Com Cl A Stock (METC)	0.0	$7.9k		600.00	13.23	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.0	$7.9k	-14%	139.00	56.59	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$7.9k	-91%	78.00	100.67	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.0	$7.7k	+300%	96.00	80.57	View chart
Jabil Stock (JBL)	0.0	$7.7k	NEW	20.00	385.50	View chart
Blackrock Stock (BLK)	0.0	$7.7k		8.00	961.50	View chart
Zacks Earnings Consistent Portfolio Etf Etf (ZECP)	0.0	$7.4k	NEW	197.00	37.74	View chart
Zacks Small/mid Cap Etf Etf (SMIZ)	0.0	$7.2k	NEW	162.00	44.62	View chart
Tesla Stock (TSLA)	0.0	$7.1k		17.00	420.59	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$7.1k		52.00	136.94	View chart
Intuit Stock (INTU)	0.0	$6.3k	-98%	24.00	261.00	View chart
F5 Stock (FFIV)	0.0	$5.8k	NEW	14.00	415.93	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$5.8k	NEW	37.00	156.97	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$4.8k	NEW	10.00	477.60	View chart
Ford Mtr Stock (F)	0.0	$4.7k		341.00	13.92	View chart
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$4.6k		31.00	149.00	View chart
Viper Energy Inc Cl A Stock (VNOM)	0.0	$4.2k		100.00	42.40	View chart
Solventum Corp Stock (SOLV)	0.0	$3.9k		50.00	77.16	View chart
Corteva Stock (CTVA)	0.0	$3.6k		43.00	84.70	View chart
Qnity Electronics Stock (Q)	0.0	$3.4k		21.00	163.33	View chart
M & T Bk Corp Stock (MTB)	0.0	$3.3k		14.00	238.00	View chart
Zacks Quality International Etf Etf (QUIZ)	0.0	$3.2k	NEW	111.00	29.22	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$2.9k	NEW	79.00	36.27	View chart
Td Synnex Corporation Stock (SNX)	0.0	$2.7k	NEW	10.00	267.30	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.0	$2.0k	NEW	19.00	106.32	View chart
Dupont De Nemours Stock (DD)	0.0	$1.9k	NEW	14.00	135.64	View chart
Zacks Focus Growth Etf Etf (GROZ)	0.0	$1.4k	NEW	43.00	31.79	View chart
BP Adr (BP)	0.0	$1.2k		32.00	36.94	View chart
Dow Hldgs Stock (DOW)	0.0	$1.2k		43.00	27.35	View chart
Hyliion Holdings Corp Stock (HYLN)	0.0	$1.0k		200.00	5.21	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$570.999000		22.00	25.95	View chart
Inseego Corp Stock (INSG)	0.0	$517.000000	NEW	50.00	10.34	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.0	$492.001000	NEW	31.00	15.87	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.0	$468.000400	NEW	14.00	33.43	View chart
Brighthouse Finl Stock (BHF)	0.0	$442.999900		7.00	63.29	View chart
Chemours Stock (CC)	0.0	$410.000000		20.00	20.50	View chart
Diamondback Energy Stock (FANG)	0.0	$352.000000		2.00	176.00	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$275.000100	NEW	3.00	91.67	View chart
Capital One Finl Corp Stock (COF)	0.0	$201.000000		1.00	201.00	View chart
Aspire Biopharma Hldgs Stock (ASBP)	0.0	$175.998900	-96%	33.00	5.33	View chart
Proshares Bitcoin Etf Etf (BITO)	0.0	$161.000000	NEW	20.00	8.05	View chart
Cleveland-cliffs Stock (CLF)	0.0	$160.000600		17.00	9.41	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.0	$131.999700		7.00	18.86	View chart
Target Corp Stock (TGT)	0.0	$130.000000		1.00	130.00	View chart
Xtant Med Hldgs Stock (XTNT)	0.0	$125.011000		298.00	0.42	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$98.000000		1.00	98.00	View chart
On Semiconductor Corp Stock (ON)	0.0	$67.000000		1.00	67.00	View chart
State Street Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.0	$56.000000		1.00	56.00	View chart
Ishares U.s. Consumer Staples Etf Etf (IYK)	0.0	$47.000000	NEW	1.00	47.00	View chart
First Trust Utilities Alphadex Fund Etf (FXU)	0.0	$29.000000	NEW	1.00	29.00	View chart
Vanguard Utilities Etf Etf (VPU)	0.0	$0	NEW	0	0.00	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$0	NEW	0	0.00	View chart
Wisdomtree Europe Quality Dividend Growth Fund Etf (EUDG)	0.0	$0		0	0.00	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$0		0	0.00	View chart
Zscaler Stock (ZS)	0.0	$0		0	0.00	View chart
Bny Mellon Global Infrastructure Income Etf Etf (BKGI)	0.0	$0	NEW	0	0.00	View chart

Past Filings by Valley Wealth Managers

SEC 13F filings are viewable for Valley Wealth Managers going back to 2011

Valley Wealth Managers 2026 Q2 filed Aug. 4, 2026
Valley Wealth Managers 2026 Q1 filed May 6, 2026
Valley Wealth Managers 2025 Q4 filed Feb. 4, 2026
Valley Wealth Managers 2025 Q3 filed Nov. 3, 2025
Valley Wealth Managers 2025 Q2 filed Aug. 6, 2025
Valley Wealth Managers 2025 Q1 filed May 7, 2025
Valley Wealth Managers 2024 Q4 filed Jan. 31, 2025
Valley Wealth Managers 2024 Q3 filed Nov. 6, 2024
Valley Wealth Managers 2024 Q2 filed Aug. 8, 2024
Valley Wealth Managers 2024 Q1 filed May 3, 2024
Valley Wealth Managers 2023 Q4 filed Feb. 7, 2024
Valley Wealth Managers 2023 Q3 filed Nov. 9, 2023
Hallmark Capital Management 2023 Q2 filed July 28, 2023
Hallmark Capital Management 2023 Q1 filed May 3, 2023
Hallmark Capital Management 2022 Q4 filed Feb. 1, 2023
Hallmark Capital Management 2022 Q2 amended filed Nov. 16, 2022

View all past filings

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