VALLEY WEALTH MANAGERS, INC.

CIK 0000924166 · PARAMUS, NJ · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

VALLEY WEALTH MANAGERS, INC. reported 345 positions worth $1.73B as of June 30, 2026 (13F filed August 4, 2026). Largest holding: VONG (3.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.73B
2026 Q2
Positions
345
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
26.9%
Est. Net Flow (Q)
2026 Q2
10 / 345 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VONGVANGUARD RUSSELL 1000 GROWTH ETFSH$64.8M3.75%507,390
2STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSH$55.6M3.21%57,623
3AAPLAPPLE INC COMSH$53.4M3.08%184,501
4DELLDELL TECHNOLOGIES INC CL CSH$45.1M2.61%104,500
5GLWCORNING INC COMSH$44.7M2.58%174,990
6CSCOCISCO SYS INC COMSH$44.0M2.54%374,637
7AVGOBROADCOM INC COMSH$42.0M2.43%111,224
8AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETFSH$40.6M2.34%618,352
9VTVVANGUARD MORNINGSTAR VALUE ETFSH$38.9M2.25%178,281
10ESIELEMENT SOLUTIONS INC COMSH$36.4M2.10%761,681

The free plan shows the top 10 positions. The remaining 335 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does VALLEY WEALTH MANAGERS, INC. hold as of Q2 2026?

VALLEY WEALTH MANAGERS, INC. reported 345 positions worth $1.73B in its Q2 2026 13F filing. Largest positions: VONG (3.7%), STX (3.2%), AAPL (3.1%), DELL (2.6%) and GLW (2.6%).

What did VALLEY WEALTH MANAGERS, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did VALLEY WEALTH MANAGERS, INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.