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Cathy Castellano

Valley Wealth Managers, Inc.

Assets Managed
$1.553B
Holdings
316
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
-0.49%(2Q avg: 1.34%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Valley Wealth Managers, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 316 positions.

Assets under management

The assets under management (AUM) of Valley Wealth Managers, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.553B in assets, with a quarterly growth rate of -0.49% and a 2-quarter average growth rate of 1.34%. The portfolio is managed by Cathy Castellano, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VONG
Vanguard Russell 1000 Growth
Recent Activity
Increased 11.45%
3.76%
$58.317M
531,649 shares@ $109.69 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.76%
3%
$46.532M
183,348 shares@ $253.8 avg price
GLW
Corning Inc
Recent Activity
Decreased -16.11%
2.69%
$41.672M
306,483 shares@ $135.97 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -15.69%
2.3%
$35.601M
115,022 shares@ $309.52 avg price
AIQ
Global X Art Intel & Tech
Recent Activity
Increased 15.04%
2.26%
$34.952M
748,911 shares@ $46.68 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 37.09%
2.25%
$34.91M
177,933 shares@ $196.21 avg price
HAS
Hasbro Inc
Recent Activity
Decreased -3.51%
1.94%
$29.98M
320,301 shares@ $93.61 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -2.94%
1.93%
$29.83M
384,452 shares@ $77.6 avg price
VZ
Verizon Communications Inc
Recent Activity
Increased 3.5%
1.92%
$29.747M
592,575 shares@ $50.2 avg price
CFG
Citizens Financial Group
Recent Activity
Decreased -3.86%
1.83%
$28.341M
472,584 shares@ $59.98 avg price

1-10 of 316