VALLEY WEALTH MANAGERS, INC.
All 13F Filings
- Location
- Paramus, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,552,967
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/6/2026 | 316 | 1,552,967 | 13F-HR | VALLEY WEALTH MANAGERS, INC. |
| Q4 2025 | 2/4/2026 | 359 | 1,560,636 | 13F-HR | VALLEY WEALTH MANAGERS, INC. |
| Q3 2025 | 11/3/2025 | 312 | 1,512,779 | 13F-HR | VALLEY WEALTH MANAGERS, INC. |
| Q2 2025 | 8/6/2025 | 306 | 1,390,555 | 13F-HR | VALLEY WEALTH MANAGERS, INC. |
| Q2 2014 | 8/4/2014 | 111 | 526,372 | 13F-HR | HALLMARK CAPITAL MANAGEMENT INC |
| Q1 2014 | 5/7/2014 | 104 | 500,738 | 13F-HR | HALLMARK CAPITAL MANAGEMENT INC |
| Q4 2013 | 2/7/2014 | 101 | 486,886 | 13F-HR | HALLMARK CAPITAL MANAGEMENT INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.25 M | 80.5% | 15.46 K | 0 | 15.46 K |
| ETFs | 303.1 K | 19.5% | 0 | 23.12 K | -23.12 K |
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Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
1,552,967
Holdings
316
QoQ value change ($000)
-7,669
(-0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.