VALLEY WEALTH MANAGERS, INC.

Position in FIGR — Figure Technology Solutions, Inc.

CIK 924166 PARAMUS, NJ

Position in FIGR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$29,020

New position

Shares Held

945

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#247

of 302 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $37,284,165 across 5 Capital Markets names. FIGR ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	166,230	$34,748,717
2	HOOD	Robinhood Markets, Inc.	17,981	$1,803,134
3	LPLA	LPL Financial Holdings Inc.	2,333	$657,159
4	SCHW	Schwab Charles Corp	500	$46,135
5	FIGR	Figure Technology Solutions, Inc. This page	945	$29,020

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,020	945	—	Shares	Sole	2026-08-04
No filing history on record for this holder in this stock.