Institutional Fund
Valley Wealth Managers, Inc.
Paramus, NJCIK 9241665 filings on record
Portfolio Value
$1.55B
Q1 2026
Holdings
313
Reported positions
New Buys
24
Opened this quarter
QoQ Change
-0.5%
from $1.56B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds3.8%
- Apple Inc3.0%
- Corning Inc2.7%
- Broadcom Inc2.3%
- Global X Fds2.3%
- Vanguard Index Fds2.2%
- Other83.8%
Portfolio Holdings
313 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 531.6K | $58.32M | 3.8% | +54.6K | Added |
| 2 | Apple Inc | 183.3K | $46.53M | 3.0% | −9.2K | Reduced |
| 3 | Corning Inc | 306.5K | $41.67M | 2.7% | −58.9K | Reduced |
| 4 | Broadcom Inc | 115.0K | $35.60M | 2.3% | −21.4K | Reduced |
| 5 | Global X Fds | 748.9K | $34.95M | 2.3% | +97.9K | Added |
| 6 | Vanguard Index Fds | 177.9K | $34.91M | 2.2% | +48.1K | Added |
| 7 | Hasbro Inc | 320.3K | $29.98M | 1.9% | −11.7K | Reduced |
| 8 | Cisco Sys Inc | 384.5K | $29.83M | 1.9% | −11.7K | Reduced |
| 9 | Verizon Communications Inc | 592.6K | $29.75M | 1.9% | +20.0K | Added |
| 10 | Citizens Finl Group Inc | 472.6K | $28.34M | 1.8% | −19.0K | Reduced |
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