Valley Wealth Managers, Inc.
13F filer · CIK 0000924166Reported Aug 4, 2026
13F portfolio value$1.73BU.S. long equity reported on 13F
Positions230Not reported new · Not reported closed
Net flow last quarterNot reportedBuys minus sells
Top 10 positions weight24.9%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 4, 2026230 positions | |||||
| $55.6M | 3.21% | 0.03% | -16.0% | Q4 2016 | |
| $53.4M | 3.08% | 0.00% | +0.6% | Q2 2013 | |
| $45.1M | 2.61% | 0.02% | -38.5% | Q1 2019 | |
| $44.7M | 2.58% | 0.02% | -42.9% | Q2 2013 | |
| $44M | 2.54% | 0.01% | -2.6% | Q2 2013 | |
| $42M | 2.43% | 0.00% | -3.3% | Q4 2016 | |
| $40.6M | 2.34% | 5.71% | -17.4% | Q3 2023 | |
| $36.4M | 2.10% | 0.31% | -1.7% | Q1 2026 | |
| $34.7M | 2.01% | 0.01% | +0.2% | Q4 2020 | |
| $34.6M | 2.00% | 0.00% | -1.0% | Q2 2016 | |
| $34.5M | 1.99% | 0.06% | -0.4% | Q3 2024 | |
| $31.5M | 1.82% | 0.11% | -5.0% | Q1 2023 | |
| $28.1M | 1.62% | 0.10% | +1.2% | Q4 2020 | |
| $28.1M | 1.62% | 0.00% | -0.2% | Q2 2013 | |
| $28.1M | 1.62% | 0.10% | -0.5% | Q1 2020 | |
| $27.2M | 1.57% | 0.05% | +2.3% | Q1 2015 | |
| $27M | 1.56% | 0.23% | +2.2% | Q1 2025 | |
| $26.4M | 1.53% | 0.04% | -1.3% | Q2 2013 | |
| $26.4M | 1.53% | 0.20% | +1.5% | Q1 2019 | |
| $25.5M | 1.47% | 0.01% | +2.0% | Q2 2013 | |
| $25.5M | 1.47% | 0.02% | +2.4% | Q4 2016 | |
| $25.4M | 1.47% | 0.01% | +1.1% | Q2 2013 | |
| $24.9M | 1.44% | 0.45% | +5.6% | Q3 2025 | |
| $24.4M | 1.41% | 0.02% | +6.9% | Q2 2013 | |
| $24.1M | 1.40% | 0.37% | New | Q2 2026 | |
| $23.4M | 1.35% | Not reported | +7.2% | Q2 2016 | |
| $23.1M | 1.33% | 0.05% | +3.5% | Q1 2026 | |
| $22.9M | 1.32% | 0.04% | +5.1% | Q2 2013 | |
| $22.9M | 1.32% | 0.02% | +4.0% | Q1 2019 | |
| $21.7M | 1.25% | 0.09% | +2.3% | Q2 2013 | |
| $20.6M | 1.19% | 0.00% | +4.9% | Q2 2013 | |
| $20.2M | 1.17% | 0.01% | +0.7% | Q2 2013 | |
| $20.1M | 1.16% | 0.27% | +6.5% | Q2 2020 | |
| $20.1M | 1.16% | 0.02% | +71.4% | Q4 2022 | |
| $19.9M | 1.15% | 0.19% | +1.9% | Q4 2020 | |
| $19.7M | 1.14% | 0.06% | +3.3% | Q2 2013 | |
| $18.4M | 1.06% | 0.01% | +5.0% | Q1 2018 | |
| $18M | 1.04% | 0.30% | -5.1% | Q3 2016 | |
| $15.8M | 0.91% | 0.11% | +7.1% | Q1 2019 | |
| $14.5M | 0.84% | 0.22% | +25.6% | Q1 2025 | |
| $13.3M | 0.77% | 0.02% | +1.9% | Q2 2013 | |
| $13.2M | 0.76% | Not reported | +1.8% | Q2 2026 | |
| $10.9M | 0.63% | 0.01% | +15.1% | Q2 2013 | |
| $8.46M | 0.49% | 0.00% | +6.8% | Q4 2016 | |
| $7.39M | 0.43% | 0.00% | -5.0% | Q1 2019 | |
| $7.01M | 0.41% | 0.00% | +0.1% | Q1 2016 | |
| $6.98M | 0.40% | 0.07% | -0.7% | Q4 2025 | |
| $6.93M | 0.40% | 0.00% | +3.7% | Q2 2013 | |
| $6.76M | 0.39% | 0.00% | +0.7% | Q2 2013 | |
| $6.73M | 0.39% | 0.01% | -0.5% | Q3 2022 | |
| Q1 2026Reported May 6, 2026218 positions | |||||
| $46.5M | 3.00% | 0.00% | -4.8% | Q2 2013 | |
| $41.7M | 2.68% | 0.04% | -16.1% | Q2 2013 | |
| $35.6M | 2.29% | 0.00% | -15.7% | Q4 2016 | |
| $35M | 2.25% | 6.91% | +15.0% | Q3 2023 | |
| $30M | 1.93% | 0.23% | -3.5% | Q1 2025 | |
| $29.8M | 1.92% | 0.01% | -2.9% | Q2 2013 | |
| $29.7M | 1.92% | 0.01% | +3.5% | Q2 2013 | |
| $28.3M | 1.82% | 0.11% | -3.9% | Q1 2023 | |
| $28.1M | 1.81% | 0.00% | -25.0% | Q2 2016 | |
| $27.9M | 1.80% | 0.03% | +6.0% | Q1 2019 | |
| $27.9M | 1.80% | 0.00% | +0.6% | Q2 2013 | |
| $27.3M | 1.76% | 0.01% | -14.3% | Q4 2020 | |
| $27.3M | 1.76% | 0.04% | -5.7% | Q2 2013 | |
| $26.9M | 1.73% | 0.03% | -48.2% | Q4 2016 | |
| $26.8M | 1.72% | 0.09% | -26.5% | Q4 2020 | |
| $26.6M | 1.72% | 0.02% | +28.0% | Q2 2013 | |
| $26.5M | 1.70% | 0.10% | -4.5% | Q1 2020 | |
| $26.4M | 1.70% | 0.32% | New | Q1 2026 | |
| $26.4M | 1.70% | 0.02% | +2.6% | Q2 2013 | |
| $25M | 1.61% | 0.01% | -3.5% | Q2 2013 | |
| $24.9M | 1.60% | 0.06% | +8.5% | Q2 2013 | |
| $24.6M | 1.58% | 0.06% | 0.0% | Q3 2024 | |
| $24.3M | 1.56% | 0.01% | -18.7% | Q2 2013 | |
| $24.2M | 1.56% | 0.04% | -10.3% | Q2 2013 | |
| $23.9M | 1.54% | 0.43% | -0.3% | Q3 2025 | |
| $22.9M | 1.48% | 0.26% | +0.5% | Q2 2020 | |
| $22.9M | 1.48% | 0.19% | -2.9% | Q4 2020 | |
| $22.4M | 1.44% | 0.02% | -1.6% | Q4 2016 | |
| $22.2M | 1.43% | 0.05% | +4.6% | Q1 2015 | |
| $22.1M | 1.43% | Not reported | +661.6% | Q2 2016 | |
| $22M | 1.41% | 0.01% | +9.2% | Q1 2018 | |
| $21.1M | 1.36% | 0.20% | +0.1% | Q1 2019 | |
| $20.2M | 1.30% | 0.09% | +1.0% | Q2 2013 | |
| $19.9M | 1.28% | 0.02% | +9.9% | Q1 2019 | |
| $19.9M | 1.28% | 0.31% | +26.2% | Q3 2016 | |
| $19.7M | 1.27% | 0.00% | +10.1% | Q2 2013 | |
| $18.1M | 1.16% | 0.03% | +6.4% | Q2 2017 | |
| $17.9M | 1.15% | 0.05% | New | Q1 2026 | |
| $16M | 1.03% | 0.10% | +2.9% | Q1 2019 | |
| $15.1M | 0.97% | 0.01% | -2.8% | Q2 2013 | |
| $13.9M | 0.90% | 0.01% | -2.9% | Q4 2022 | |
| $13.7M | 0.88% | 0.18% | +16.6% | Q1 2025 | |
| $6.78M | 0.44% | 0.00% | +8.7% | Q1 2019 | |
| $6.18M | 0.40% | 0.00% | -4.4% | Q2 2013 | |
| $6.03M | 0.39% | 0.00% | -2.7% | Q2 2013 | |
| $5.78M | 0.37% | 0.00% | +1.4% | Q2 2013 | |
| $5.69M | 0.37% | 0.00% | -4.3% | Q4 2013 | |
| $5.53M | 0.36% | 0.01% | +0.4% | Q2 2016 | |
| $5.46M | 0.35% | 0.07% | +1.4% | Q4 2025 | |
| $5.39M | 0.35% | 0.00% | +0.3% | Q2 2016 | |
| Q4 2025Reported Feb 4, 2026250 positions | |||||
| $52.3M | 3.35% | 0.00% | +0.1% | Q2 2013 | |
| $47.2M | 3.03% | 0.00% | -1.7% | Q4 2016 | |
| $40.8M | 2.62% | 0.00% | -3.8% | Q2 2016 | |
| $36.5M | 2.34% | 0.06% | -5.3% | Q4 2016 | |
| $36.2M | 2.32% | 0.00% | +2.6% | Q2 2013 | |
| $34.4M | 2.20% | 0.01% | -0.9% | Q4 2020 | |
| $33.1M | 2.12% | 6.01% | +1.2% | Q3 2023 | |
| $32.9M | 2.11% | 0.13% | -1.3% | Q4 2020 | |
| $32M | 2.05% | 0.04% | -3.5% | Q2 2013 | |
| $30.5M | 1.96% | 0.01% | +0.5% | Q2 2013 | |
| $29M | 1.86% | 0.04% | 0.0% | Q2 2013 | |
| $28.7M | 1.84% | 0.11% | -1.2% | Q1 2023 | |
| $27.8M | 1.78% | 0.02% | +0.7% | Q2 2013 | |
| $27.2M | 1.74% | 0.24% | +1.4% | Q1 2025 | |
| $26.9M | 1.72% | 0.44% | +22.4% | Q3 2025 | |
| $25.7M | 1.64% | 0.06% | -0.4% | Q3 2024 | |
| $25.1M | 1.61% | 0.11% | +1.0% | Q1 2020 | |
| $24M | 1.54% | 0.04% | +0.6% | Q2 2013 | |
| $23.7M | 1.52% | 0.00% | +21.6% | Q2 2013 | |
| $23.7M | 1.52% | 0.05% | +3.7% | Q1 2015 | |
| $23.3M | 1.49% | 0.01% | +5.8% | Q2 2013 | |
| $23.3M | 1.49% | 0.19% | +1.0% | Q1 2019 | |
| $23.1M | 1.48% | 0.20% | -6.0% | Q4 2020 | |
| $23.1M | 1.48% | 0.02% | +2.3% | Q4 2016 | |
| $22.2M | 1.43% | 0.02% | +33.9% | Q2 2013 | |
| $21M | 1.34% | 0.01% | +2.4% | Q2 2013 | |
| $20.9M | 1.34% | 0.02% | +1.9% | Q1 2019 | |
| $20.4M | 1.31% | 0.01% | -5.1% | Q4 2022 | |
| $20.2M | 1.29% | 0.02% | +0.1% | Q1 2019 | |
| $20.2M | 1.29% | 0.10% | +2.2% | Q1 2019 | |
| $19.8M | 1.27% | 0.05% | Not reported | Q2 2013 | |
| $19.5M | 1.25% | 0.26% | +3.3% | Q2 2020 | |
| $19.4M | 1.25% | 0.01% | +6.2% | Q1 2018 | |
| $19.1M | 1.22% | 0.01% | -13.4% | Q2 2013 | |
| $18.7M | 1.20% | 0.09% | +4.8% | Q2 2013 | |
| $18.5M | 1.18% | 0.01% | -7.8% | Q2 2013 | |
| $18.2M | 1.16% | 0.21% | -3.4% | Q4 2021 | |
| $17.5M | 1.12% | 0.02% | +3.1% | Q2 2017 | |
| $16.5M | 1.06% | 0.25% | -16.6% | Q3 2016 | |
| $11.7M | 0.75% | 0.02% | -12.9% | Q1 2019 | |
| $10.8M | 0.69% | 0.15% | +7.2% | Q1 2025 | |
| $6.84M | 0.44% | 0.00% | +6.1% | Q2 2013 | |
| $6.78M | 0.43% | 0.00% | -3.0% | Q2 2013 | |
| $6.67M | 0.43% | 0.00% | +10.0% | Q1 2019 | |
| $5.98M | 0.38% | 0.00% | 0.0% | Q2 2013 | |
| $5.96M | 0.38% | 0.00% | +9.5% | Q2 2016 | |
| $5.61M | 0.36% | 0.02% | -3.6% | Q3 2022 | |
| $5.57M | 0.36% | 0.00% | -1.5% | Q2 2013 | |
| $5.46M | 0.35% | 0.00% | -2.4% | Q2 2013 | |
| $5.28M | 0.34% | 0.02% | +1.6% | Q2 2020 | |
| Q3 2025Reported Nov 3, 2025211 positions | |||||
| $49M | 3.24% | 0.00% | +0.4% | Q2 2013 | |
| $45.8M | 3.03% | 0.00% | -2.7% | Q4 2016 | |
| $37.8M | 2.50% | 0.00% | +1.4% | Q2 2013 | |
| $33M | 2.18% | 0.07% | -14.7% | Q4 2016 | |
| $33M | 2.18% | 0.00% | -0.8% | Q2 2016 | |
| $31.8M | 2.10% | 5.94% | +2.6% | Q3 2023 | |
| $31.1M | 2.05% | 0.01% | -1.5% | Q4 2020 | |
| $31.1M | 2.05% | 0.04% | -6.4% | Q2 2013 | |
| $29.6M | 1.96% | 0.13% | -2.3% | Q4 2020 | |
| $28.1M | 1.86% | 0.00% | -32.8% | Q2 2013 | |
| $27M | 1.78% | 0.01% | +0.5% | Q2 2013 | |
| $26.8M | 1.77% | 0.04% | -0.6% | Q2 2013 | |
| $26.4M | 1.75% | 0.12% | -2.1% | Q1 2023 | |
| $24.8M | 1.64% | 0.23% | -18.5% | Q1 2025 | |
| $24.1M | 1.59% | 0.11% | -1.2% | Q1 2020 | |
| $23.9M | 1.58% | 0.04% | +1.7% | Q1 2015 | |
| $23.8M | 1.57% | 0.02% | +1.7% | Q2 2013 | |
| $23.8M | 1.57% | 0.01% | +0.4% | Q2 2013 | |
| $23M | 1.52% | 0.21% | -0.7% | Q4 2020 | |
| $22.7M | 1.50% | 0.02% | -0.3% | Q1 2019 | |
| $22.5M | 1.48% | 0.01% | +1.0% | Q2 2013 | |
| $22.2M | 1.47% | 0.02% | +0.9% | Q1 2019 | |
| $21.7M | 1.44% | 0.26% | +0.2% | Q2 2020 | |
| $21.6M | 1.43% | 0.01% | -0.5% | Q1 2018 | |
| $21.4M | 1.41% | 0.36% | New | Q3 2025 | |
| $21.3M | 1.41% | 0.30% | +0.5% | Q3 2016 | |
| $21.1M | 1.39% | 0.06% | Not reported | Q3 2024 | |
| $20.8M | 1.37% | 0.19% | +0.9% | Q1 2019 | |
| $20.7M | 1.37% | 0.49% | -2.0% | Q2 2013 | |
| $20.5M | 1.35% | 0.01% | -0.4% | Q2 2013 | |
| $20.2M | 1.34% | 0.04% | +1.0% | Q2 2013 | |
| $20M | 1.32% | 0.09% | -0.6% | Q1 2019 | |
| $19.5M | 1.29% | 0.02% | +2.3% | Q4 2016 | |
| $19.2M | 1.27% | 0.01% | Not reported | Q4 2022 | |
| $19.2M | 1.27% | 0.22% | -3.6% | Q4 2021 | |
| $18.8M | 1.24% | 0.01% | +33.6% | Q2 2013 | |
| $18.5M | 1.22% | 0.08% | +1.0% | Q2 2013 | |
| $17.9M | 1.18% | 0.01% | +1.6% | Q2 2013 | |
| $17.8M | 1.18% | 0.02% | +1.0% | Q2 2017 | |
| $15.4M | 1.02% | 0.02% | +0.7% | Q1 2019 | |
| $10.9M | 0.72% | 0.14% | +57.5% | Q1 2025 | |
| $9.86M | 0.65% | Not reported | -31.3% | Q1 2025 | |
| $6.84M | 0.45% | 0.00% | -0.1% | Q2 2013 | |
| $6.28M | 0.41% | 0.00% | +7.2% | Q2 2013 | |
| $6.07M | 0.40% | 0.00% | +11.8% | Q1 2019 | |
| $6.06M | 0.40% | 0.00% | +2.3% | Q2 2013 | |
| $5.91M | 0.39% | 0.00% | -1.0% | Q1 2015 | |
| $5.75M | 0.38% | 0.02% | +1.4% | Q2 2020 | |
| $5.33M | 0.35% | 0.00% | +2.5% | Q2 2013 | |
| $5.23M | 0.35% | 0.02% | +0.2% | Q3 2022 | |
Premium opens every quarter this fund has filed