VALLEY WEALTH MANAGERS, INC.

CIK

924166

Location

PARAMUS, NJ

Portfolio Value

Mid $1,734,203,367

Diversification

Diversified

Reports for

Valley National Bank

Files via

Valley National Bank

Filing Date

Global Rank

#1,765 / 8,795 ▼ 160 · as of Jun 2026

Top Industry

Computer Hardware 7.4%

Period ended 3 months ago

Filed Aug 4, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

262 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

3.9%

−0.1 pts

Top 5

16.8%

+0.8 pts

Top 10

29.8%

+3.6 pts

HHI

170

Diversified+7

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.3%	$490,351,952	47
Unclassified	18.6%	$323,401,053	43
Financial Services	11.8%	$204,065,460	42
Communication Services	7.9%	$137,463,992	12
Healthcare	7.8%	$135,919,215	24
Consumer Cyclical	7.5%	$130,061,087	22
Industrials	6.4%	$110,743,578	24
Consumer Defensive	3.7%	$63,440,087	13
Energy	3.2%	$55,630,936	14
Basic Materials	2.4%	$41,337,211	10
Real Estate	1.8%	$31,358,992	6
Utilities	0.6%	$10,429,804	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+65,355	1,014,187	$24,421,622
AGNG	Global X Funds Global X Aging Population ETF	+56,087	1,030,439	$65,042,113
CRM	Salesforce, Inc.	+53,361	128,065	$20,062,661
KDP	Keurig Dr Pepper Inc.	+23,937	704,734	$23,065,942
DOX	Amdocs Ltd	+16,992	62,958	$3,181,896
SSNC	SS&C Technologies Holdings Inc	+16,719	254,011	$15,761,381
NFG	National Fuel Gas Co	+15,830	259,924	$20,068,730
KR	Kroger Co	+11,448	355,176	$19,722,922
ACN	Accenture plc	+11,437	87,353	$10,870,206
EDV	Vanguard World Funds Extended Duration ETF	+11,234	12,932	$1,549,509
T	At&T Inc.	+9,494	182,989	$3,787,871
FNF	Fidelity National Financial, Inc.	+8,007	77,381	$3,649,287
VICI	Vici Properties Inc.	+7,541	154,990	$4,114,983
NXST	Nexstar Media Group, Inc.	+7,361	139,399	$24,895,266
MET	Metlife Inc	+7,338	321,522	$27,203,975
CMCSA	Comcast Corp	+7,303	153,131	$3,759,365
HAS	Hasbro, Inc.	+6,911	327,212	$27,024,437
VZ	Verizon Communications Inc	+6,648	599,223	$25,371,100
ORCL	Oracle Corp	+6,575	140,506	$20,591,152
KLAC	Kla Corp	+5,251	6,046	$1,824,138
TMUS	T-Mobile US, Inc.	+5,189	109,759	$18,409,875
PGR	Progressive Corp/Oh/	+4,036	104,671	$22,865,379
COR	Cencora, Inc.	+3,955	80,980	$22,915,719
META	Meta Platforms, Inc.	+2,795	41,509	$23,381,604
MRK	Merck & Co., Inc.	+2,735	50,079	$6,435,151
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLW	Corning Inc /Ny	−131,493	174,990	$44,697,694
ABI	VictoryShares Pioneer Asset-Based Income ETF	−71,039	74,923	$13,282,138
CI	Cigna Group	−66,553	1,227	$338,259
DELL	Dell Technologies Inc.	−65,473	104,500	$45,087,568
STWD	Starwood Property Trust, Inc.	−58,961	1,098,554	$17,994,313
HON	Honeywell International Inc	−57,365	59,604	$13,345,334
MSM	Msc Industrial Direct Co Inc	−45,305	364	$43,297
VLY	Valley National Bancorp	−37,040	19,191	$281,147
BILD	Nomura Global Listed Infrastructure ETF	−28,652	1,449	$39,832
BNDW	Vanguard Total World Bond ETF	−25,839	540,989	$67,327,608
CFG	Citizens Financial Group Inc/Ri	−23,477	449,107	$31,468,926
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−23,424	83,645	$6,160,051
IVZ	Invesco Ltd.	−18,122	112,808	$9,740,109
NTAP	NetApp, Inc.	−13,731	36,867	$5,705,536
ESI	Element Solutions Inc	−12,967	761,681	$36,370,267
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−11,859	160,789	$14,135,522
STX	Seagate Technology Holdings plc	−11,006	57,623	$55,606,195
AIRR	First Trust RBA American Industrial Renaissance ETF	−9,955	84,896	$11,312,391
CSCO	Cisco Systems, Inc.	−9,815	374,637	$44,004,860
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−5,827	189,717	$10,813,886
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−5,778	588,206	$50,755,247
AFK	VanEck Africa Index ETF	−5,016	24,464	$641,879
—		−4,380	33,019	$4,443,036
AVGO	Broadcom Inc.	−3,798	111,224	$42,014,864
—		−2,304	22,694	$581,068
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
INGM	Ingram Micro Holding Corp	880,204	$24,143,994
HONA	Honeywell Aerospace Inc.	59,559	$13,167,302
CTSH	Cognizant Technology Solutions Corp	91,613	$3,548,170
BDBT	Bluemonte Core Bond ETF	18,312	$1,670,237
MRVL	Marvell Technology, Inc.	4,931	$1,468,895
VKTX	Viking Therapeutics, Inc.	5,764	$224,853
FBCG	Fidelity Blue Chip Growth ETF	3,254	$196,183
UBER	Uber Technologies, Inc	2,000	$144,320
BMY	Bristol Myers Squibb Co	2,000	$115,240
XYZ	Block, Inc.	1,000	$76,000
FIGR	Figure Technology Solutions, Inc.	945	$29,020
GROZ	Zacks Focus Growth ETF	513	$19,271
NLY	Annaly Capital Management Inc	420	$9,391
JA	Janus Henderson AA-A CLO ETF	181	$9,138
JBL	Jabil Inc	20	$7,709
FFIV	F5, Inc.	14	$5,823
TSM	Taiwan Semiconductor Manufacturing Co Ltd	10	$4,775
SNX	Td Synnex Corp	10	$2,673
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	31	$492
ANEW	ProShares MSCI Transformational Changes ETF	20	$159
FAB	First Trust Multi Cap Value AlphaDEX Fund	1	$49
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
FICO	Fair Isaac Corp	393	$419,543
WORX	SCWorx Corp.	2,632	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

262 tracked positions · $1,734,203,367 total · filing declares 534 positions · $1,730,580,316 · as of Jun 30, 2026

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

Showing 1–50 of 262 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BNDW	Vanguard Total World Bond ETF	Reduced	540,989	-25,839	$67,327,608	+10.5%	3.88%
AGNG	Global X Funds Global X Aging Population ETF	Added	1,030,439	+56,087	$65,042,113	+29.3%	3.75%
STX	Seagate Technology Holdings plc Technology	Reduced	57,623	-11,006	$55,606,195	+106.8%	3.21%
AAPL	Apple Inc. Technology	Added	184,501	+1,153	$53,387,207	+14.7%	3.08%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	588,206	-5,778	$50,755,247	—	2.93%
VB	Vanguard Morningstar Small-Cap ETF	Added	212,500	+676	$48,594,874	+11.7%	2.80%
DELL	Dell Technologies Inc. Technology	Reduced	104,500	-65,473	$45,087,568	+61.6%	2.60%
GLW	Corning Inc /Ny Technology	Reduced	174,990	-131,493	$44,697,694	+7.3%	2.58%
CSCO	Cisco Systems, Inc. Technology	Reduced	374,637	-9,815	$44,004,860	+47.5%	2.54%
AVGO	Broadcom Inc. Technology	Reduced	111,224	-3,798	$42,014,864	+18.0%	2.42%
ESI	Element Solutions Inc Basic Materials	Reduced	761,681	-12,967	$36,370,267	+37.5%	2.10%
GOOGL	Alphabet Inc. Communication Services	Reduced	101,016	-1,025	$36,083,349	+23.0%	2.08%
MS	Morgan Stanley Financial Services	Added	166,230	+255	$34,748,717	+27.2%	2.00%
DAL	Delta Air Lines, Inc. Industrials	Reduced	368,370	-1,482	$34,501,533	+40.3%	1.99%
CFG	Citizens Financial Group Inc/Ri Financial Services	Reduced	449,107	-23,477	$31,468,926	+11.0%	1.81%
TPR	Tapestry, Inc. Consumer Cyclical	Added	191,878	+2,269	$28,087,101	+5.0%	1.62%
MSFT	Microsoft Corp Technology	Reduced	75,241	-110	$28,066,396	+0.6%	1.62%
HUBB	Hubbell Inc Industrials	Reduced	53,624	-292	$28,056,075	+6.0%	1.62%
MET	Metlife Inc Financial Services	Added	321,522	+7,338	$27,203,975	+22.4%	1.57%
HAS	Hasbro, Inc. Consumer Cyclical	Added	327,212	+6,911	$27,024,437	−9.9%	1.56%
ROST	Ross Stores, Inc. Consumer Cyclical	Reduced	124,226	-1,627	$26,441,503	−3.0%	1.52%
AIZ	Assurant, Inc. Financial Services	Added	98,305	+1,446	$26,397,840	+25.1%	1.52%
AMGN	Amgen Inc Healthcare	Added	70,456	+1,405	$25,513,525	+5.0%	1.47%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	51,329	+1,190	$25,496,652	+13.9%	1.47%
VZ	Verizon Communications Inc Communication Services	Added	599,223	+6,648	$25,371,100	−14.7%	1.46%
NXST	Nexstar Media Group, Inc. Communication Services	Added	139,399	+7,361	$24,895,266	+4.3%	1.44%
PFE	Pfizer Inc Healthcare	Added	1,014,187	+65,355	$24,421,622	−8.3%	1.41%
INGM	Ingram Micro Holding Corp Technology	NEW	880,204	NEW	$24,143,994	NEW	1.39%
META	Meta Platforms, Inc. Communication Services	Added	41,509	+2,795	$23,381,604	+5.6%	1.35%
KDP	Keurig Dr Pepper Inc. Consumer Defensive	Added	704,734	+23,937	$23,065,942	+28.7%	1.33%
COR	Cencora, Inc. Healthcare	Added	80,980	+3,955	$22,915,719	−5.3%	1.32%
PGR	Progressive Corp/Oh/ Financial Services	Added	104,671	+4,036	$22,865,379	+14.6%	1.32%
DRI	Darden Restaurants Inc Consumer Cyclical	Added	105,180	+2,360	$21,668,131	+7.5%	1.25%
ORCL	Oracle Corp Technology	Added	140,506	+6,575	$20,591,152	+4.5%	1.19%
CVX	Chevron Corp Energy	Added	121,805	+883	$20,190,395	−19.3%	1.16%
NFG	National Fuel Gas Co Energy	Added	259,924	+15,830	$20,068,730	−12.5%	1.16%
CRM	Salesforce, Inc. Technology	Added	128,065	+53,361	$20,062,661	+43.9%	1.16%
CACI	Caci International Inc /De/ Technology	Added	42,949	+801	$19,896,553	−13.2%	1.15%
KR	Kroger Co Consumer Defensive	Added	355,176	+11,448	$19,722,922	−20.7%	1.14%
TMUS	T-Mobile US, Inc. Communication Services	Added	109,759	+5,189	$18,409,875	−16.2%	1.06%
STWD	Starwood Property Trust, Inc. Real Estate	Reduced	1,098,554	-58,961	$17,994,313	−9.7%	1.04%
SSNC	SS&C Technologies Holdings Inc Technology	Added	254,011	+16,719	$15,761,381	−1.7%	0.91%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	160,789	-11,859	$14,135,522	+4.3%	0.82%
HON	Honeywell International Inc Industrials	Reduced	59,604	-57,365	$13,345,334	−49.5%	0.77%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	74,923	-71,039	$13,282,138	−49.2%	0.77%
HONA	Honeywell Aerospace Inc. Industrials	NEW	59,559	NEW	$13,167,302	NEW	0.76%
AIRR	First Trust RBA American Industrial Renaissance ETF	Reduced	84,896	-9,955	$11,312,391	+7.7%	0.65%
ACN	Accenture plc Technology	Added	87,353	+11,437	$10,870,206	−27.8%	0.63%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	189,717	-5,827	$10,813,886	+5.7%	0.62%
IVZ	Invesco Ltd. Financial Services	Reduced	112,808	-18,122	$9,740,109	+0.9%	0.56%

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.