VALLEY WEALTH MANAGERS, INC.

Q1 2026 13F-HR Holdings

Location
Paramus, NJ
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
316
Total value ($000)
$1,552,967
Net value change ($000)
-7,669 (-0.5%)
New positions
24
Sold out positions
67
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ESI 26,446 NEW
META 18,794 560.2%
KDP 17,925 NEW
VTV 10,119 40.8%
GLW 9,682 30.3%
PFE 8,187 44.4%
DELL 7,709 38.2%
VZ 6,427 27.6%
AIRR 6,210 144.5%
CVX 5,929 31.1%
Top Reduces (Value $000, Stocks/ETFs)
LRGG -24,282 -96.9%
DOX -15,156 -83.5%
GOOGL -12,697 -31.1%
PYPL -11,656 -100.0%
AVGO -11,618 -24.6%
STX -9,588 -26.3%
MSFT -8,324 -23.0%
MS -7,072 -20.6%
XLE -6,544 -98.8%
CRM -6,428 -31.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type