VALLEY WEALTH MANAGERS, INC.

CIK

924166

Location

PARAMUS, NJ

Portfolio Value

Mid $1,251,505,635

Diversification

Diversified

Filing Date

Global Rank

#1,558 / 8,623 ▲ 56 · as of Mar 2026

Top Industry

Drug Manufacturers - General 5.7%

3Y Alpha vs SPY

+1.5%

Period ended 4 months ago

Filed May 6, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+72.4%

SPY

+65.3%

Annualised alpha

+1.7%

Max drawdown

−15.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

207 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

3.7%

−0.5 pts

Top 5

14.7%

−2.6 pts

Top 10

26.0%

−4.0 pts

HHI

177

Diversified−15

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.4%	$368,333,812	38
Financial Services	13.0%	$162,356,733	40
Healthcare	11.9%	$148,522,539	22
Communication Services	11.0%	$137,088,917	12
Consumer Cyclical	10.3%	$129,021,927	21
Industrials	8.1%	$100,814,256	23
Energy	5.2%	$65,016,956	14
Consumer Defensive	5.0%	$62,574,758	13
Real Estate	2.6%	$33,140,598	5
Basic Materials	2.5%	$31,823,428	10
Utilities	0.8%	$9,940,513	5
Unclassified	0.2%	$2,871,198	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
STWD	Starwood Property Trust, Inc.	+240,312	1,157,515	$19,932,408
PFE	Pfizer Inc	+207,642	948,832	$26,643,201
MDT	Medtronic plc	+51,122	51,430	$4,456,408
VICI	Vici Properties Inc.	+46,759	147,449	$4,028,306
META	Meta Platforms, Inc.	+33,631	38,714	$22,149,440
KR	Kroger Co	+27,054	343,728	$24,872,156
ADP	Automatic Data Processing Inc	+21,091	23,385	$4,751,363
VZ	Verizon Communications Inc	+20,033	592,575	$29,747,264
MET	Metlife Inc	+13,904	314,184	$22,219,091
ORCL	Oracle Corp	+12,308	133,931	$19,702,588
DELL	Dell Technologies Inc.	+9,590	169,973	$27,897,666
PGR	Progressive Corp/Oh/	+9,030	100,635	$19,949,880
TMUS	T-Mobile US, Inc.	+8,833	104,570	$21,962,836
VRT	Vertiv Holdings Co	+6,599	8,991	$2,252,964
SSNC	SS&C Technologies Holdings Inc	+6,590	237,292	$16,033,819
CI	Cigna Group	+4,090	67,780	$18,080,314
T	At&T Inc.	+3,129	173,495	$5,029,620
NVDA	Nvidia Corp	+3,106	38,876	$6,779,974
HON	Honeywell International Inc	+2,953	116,969	$26,438,506
CMCSA	Comcast Corp	+2,814	145,828	$4,186,721
EOG	Eog Resources Inc	+2,429	35,434	$5,122,693
PG	PROCTER & GAMBLE Co	+2,339	30,534	$4,410,330
NOW	ServiceNow, Inc.	+2,142	6,211	$649,360
PRU	Prudential Financial Inc	+1,450	34,358	$3,356,432
TROW	Price T Rowe Group Inc	+1,282	45,416	$4,093,798
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DOX	Amdocs Ltd	−179,552	45,966	$2,999,740
TPR	Tapestry, Inc.	−68,222	189,609	$26,755,725
STX	Seagate Technology Holdings plc	−63,817	68,629	$26,886,095
GLW	Corning Inc /Ny	−58,871	306,483	$41,672,492
GOOGL	Alphabet Inc.	−32,613	97,848	$28,137,170
MS	Morgan Stanley	−27,722	165,975	$27,314,505
JNJ	Johnson & Johnson	−23,789	3,125	$763,875
AVGO	Broadcom Inc.	−21,408	115,022	$35,600,458
CFG	Citizens Financial Group Inc/Ri	−18,999	472,584	$28,340,861
SOLS	Solstice Advanced Materials Inc.	−18,699	1,831	$139,448
AMGN	Amgen Inc	−15,907	69,051	$24,295,593
HAS	Hasbro, Inc.	−11,680	320,301	$29,980,172
CSCO	Cisco Systems, Inc.	−11,664	384,452	$29,829,630
AAPL	Apple Inc.	−9,165	183,348	$46,531,887
COR	Cencora, Inc.	−8,819	77,025	$24,196,632
QCOM	Qualcomm Inc/De	−8,579	31,430	$4,047,554
ROST	Ross Stores, Inc.	−7,581	125,853	$27,263,534
USB	US Bancorp De	−5,301	90,273	$4,695,098
CVX	Chevron Corp	−4,329	120,922	$25,018,760
STT	State Street Corp	−3,619	39,833	$5,041,264
GILD	Gilead Sciences, Inc.	−2,691	35,962	$5,012,023
HUBB	Hubbell Inc	−2,535	53,916	$26,458,736
CRM	Salesforce, Inc.	−2,200	74,704	$13,944,994
ACN	Accenture plc	−2,193	75,916	$15,053,382
MRK	Merck & Co., Inc.	−2,117	47,344	$5,695,009
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 positions

Ticker	Company	Shares	Value
ESI	Element Solutions Inc	774,648	$26,446,481
KDP	Keurig Dr Pepper Inc.	680,797	$17,925,384
EMN	Eastman Chemical Co	60,571	$4,622,777
UNH	Unitedhealth Group Inc	16,852	$4,559,982
AMT	American Tower Corp /Ma/	25,862	$4,463,263
KMB	Kimberly Clark Corp	45,525	$4,391,796
C	Citigroup Inc	1,178	$133,596
NMM	Navios Maritime Partners L.P.	930	$62,756
WDC	Western Digital Corp	120	$32,458
CMBT	Cmb.Tech NV	2,565	$32,447
PFG	Principal Financial Group Inc	300	$27,033
CSW	Csw Industrials, Inc.	100	$26,058
SNDK	Sandisk Corp	40	$25,413
BIDU	Baidu, Inc.	210	$23,398
JD	JD.com, Inc.	700	$20,699
BILI	Bilibili Inc.	500	$11,280
METC	Ramaco Resources, Inc.	600	$9,276
VNOM	Viper Energy, Inc.	100	$4,699
BP	Bp PLC	32	$1,504
FANG	Diamondback Energy, Inc.	2	$395
HYLN	Hyliion Holdings Corp.	200	$352
COF	Capital One Financial Corp	1	$182
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
PYPL	PayPal Holdings, Inc.	199,658	$11,656,033
GIS	General Mills Inc	90,843	$4,224,199
LYB	LyondellBasell Industries N.V.	57,428	$2,486,632
HPQ	Hp Inc	106,898	$2,381,686
CAT	Caterpillar Inc	290	$166,132
FG	F&G Annuities & Life, Inc.	4,057	$125,157
ELV	Elevance Health, Inc.	175	$61,346
ASML	Asml Holding NV	53	$56,702
EMR	Emerson Electric Co	391	$51,893
EBAY	Ebay Inc	553	$48,166
TSCO	Tractor Supply Co /De/	640	$32,006
INGR	Ingredion Inc	192	$21,169
SON	Sonoco Products Co	475	$20,729
CRCL	Circle Internet Group, Inc.	229	$18,159
LH	Labcorp Holdings Inc.	72	$18,063
TAP-A	Molson Coors Beverage Co	369	$17,224
LKQ	Lkq Corp	409	$12,351
TSM	Taiwan Semiconductor Manufacturing Co Ltd	38	$11,547
SWK	Stanley Black & Decker, Inc.	150	$11,142
SPOT	Spotify Technology S.A.	12	$6,968
SE	Sea Ltd	53	$6,761
IAU	Ishares Gold Trust	82	$6,655
BHP	BHP Group Ltd	96	$5,795
CE	Celanese Corp	132	$5,580
SAP	Sap SE	22	$5,344
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

207 tracked positions · $1,251,505,635 total · filing declares 504 positions · $1,552,966,685 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 207 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	183,348	-9,165	$46,531,887	−11.1%	3.72%
GLW	Corning Inc /Ny Technology	Reduced	306,483	-58,871	$41,672,492	+30.3%	3.33%
AVGO	Broadcom Inc. Technology	Reduced	115,022	-21,408	$35,600,458	−24.6%	2.84%
HAS	Hasbro, Inc. Consumer Cyclical	Reduced	320,301	-11,680	$29,980,172	+10.1%	2.40%
CSCO	Cisco Systems, Inc. Technology	Reduced	384,452	-11,664	$29,829,630	−2.2%	2.38%
VZ	Verizon Communications Inc Communication Services	Added	592,575	+20,033	$29,747,264	+27.6%	2.38%
CFG	Citizens Financial Group Inc/Ri Financial Services	Reduced	472,584	-18,999	$28,340,861	−1.3%	2.26%
GOOGL	Alphabet Inc. Communication Services	Reduced	97,848	-32,613	$28,137,170	−31.1%	2.25%
DELL	Dell Technologies Inc. Technology	Added	169,973	+9,590	$27,897,666	+38.2%	2.23%
MSFT	Microsoft Corp Technology	Added	75,351	+463	$27,892,678	−23.0%	2.23%
MS	Morgan Stanley Financial Services	Reduced	165,975	-27,722	$27,314,505	−20.6%	2.18%
ROST	Ross Stores, Inc. Consumer Cyclical	Reduced	125,853	-7,581	$27,263,534	+13.4%	2.18%
STX	Seagate Technology Holdings plc Technology	Reduced	68,629	-63,817	$26,886,095	−26.3%	2.15%
TPR	Tapestry, Inc. Consumer Cyclical	Reduced	189,609	-68,222	$26,755,725	−18.8%	2.14%
PFE	Pfizer Inc Healthcare	Added	948,832	+207,642	$26,643,201	+44.4%	2.13%
HUBB	Hubbell Inc Industrials	Reduced	53,916	-2,535	$26,458,736	+5.5%	2.11%
ESI	Element Solutions Inc Basic Materials	NEW	774,648	NEW	$26,446,481	NEW	2.11%
HON	Honeywell International Inc Industrials	Added	116,969	+2,953	$26,438,506	+18.9%	2.11%
CVX	Chevron Corp Energy	Reduced	120,922	-4,329	$25,018,760	+31.1%	2.00%
KR	Kroger Co Consumer Defensive	Added	343,728	+27,054	$24,872,156	+25.7%	1.99%
DAL	Delta Air Lines, Inc. Industrials	Added	369,852	+29	$24,587,760	−4.2%	1.96%
AMGN	Amgen Inc Healthcare	Reduced	69,051	-15,907	$24,295,593	−12.6%	1.94%
COR	Cencora, Inc. Healthcare	Reduced	77,025	-8,819	$24,196,632	−16.5%	1.93%
NXST	Nexstar Media Group, Inc. Communication Services	Reduced	132,038	-325	$23,876,430	−11.2%	1.91%
NFG	National Fuel Gas Co Energy	Added	244,094	+1,100	$22,935,070	+17.9%	1.83%
CACI	Caci International Inc /De/ Technology	Reduced	42,148	-1,267	$22,923,031	−0.9%	1.83%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	50,139	-812	$22,389,068	−3.1%	1.79%
MET	Metlife Inc Financial Services	Added	314,184	+13,904	$22,219,091	−6.3%	1.78%
META	Meta Platforms, Inc. Communication Services	Added	38,714	+33,631	$22,149,440	+560.1%	1.77%
TMUS	T-Mobile US, Inc. Communication Services	Added	104,570	+8,833	$21,962,836	+13.0%	1.75%
AIZ	Assurant, Inc. Financial Services	Added	96,859	+54	$21,096,857	−9.5%	1.69%
DRI	Darden Restaurants Inc Consumer Cyclical	Added	102,820	+1,008	$20,156,832	+7.6%	1.61%
PGR	Progressive Corp/Oh/ Financial Services	Added	100,635	+9,030	$19,949,880	−4.4%	1.59%
STWD	Starwood Property Trust, Inc. Real Estate	Added	1,157,515	+240,312	$19,932,408	+20.7%	1.59%
ORCL	Oracle Corp Technology	Added	133,931	+12,308	$19,702,588	−16.9%	1.57%
CI	Cigna Group Healthcare	Added	67,780	+4,090	$18,080,314	+3.1%	1.44%
KDP	Keurig Dr Pepper Inc. Consumer Defensive	NEW	680,797	NEW	$17,925,384	NEW	1.43%
SSNC	SS&C Technologies Holdings Inc Technology	Added	237,292	+6,590	$16,033,819	−20.5%	1.28%
ACN	Accenture plc Technology	Reduced	75,916	-2,193	$15,053,382	−28.2%	1.20%
CRM	Salesforce, Inc. Technology	Reduced	74,704	-2,200	$13,944,994	−31.6%	1.11%
NVDA	Nvidia Corp Technology	Added	38,876	+3,106	$6,779,974	+1.6%	0.54%
XOM	ExxonMobil Holdings Corp Energy	Reduced	36,405	-1,664	$6,176,472	+34.8%	0.49%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	20,496	-559	$6,029,102	−11.1%	0.48%
ABBV	AbbVie Inc. Healthcare	Added	26,564	+373	$5,777,403	−3.5%	0.46%
MRK	Merck & Co., Inc. Healthcare	Reduced	47,344	-2,117	$5,695,009	+9.4%	0.46%
KMI	Kinder Morgan, Inc. Energy	Added	164,948	+675	$5,530,705	+22.5%	0.44%
R	Ryder System Inc Industrials	Added	26,658	+367	$5,457,158	+8.5%	0.44%
AMZN	Amazon Com Inc Consumer Cyclical	Added	25,895	+75	$5,393,151	−9.5%	0.43%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	25,044	+180	$5,211,405	+0.4%	0.42%
AEP	American Electric Power Co Inc Utilities	Reduced	39,564	-113	$5,186,048	+13.4%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.