VALLEY WEALTH MANAGERS, INC.

Position in HOOD — Robinhood Markets, Inc.

CIK 924166 PARAMUS, NJ

Position in HOOD

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

Position Value

$1,803,134

+$619,075 QoQ

Shares Held

17,981

+5.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#565

of 1,379 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $37,284,165 across 5 Capital Markets names. HOOD ranks #2 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	166,230	$34,748,717
2	HOOD	Robinhood Markets, Inc. This page	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.	945	$29,020

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,803,134	17,981	+5.2%	Shares	Sole	2026-08-04
2026-03-31	$1,184,059	17,086	-4.0%	Shares	Sole	2026-05-06
2025-12-31	$2,013,406	17,802	+10.8%	Shares	Sole	2026-02-04
2025-09-30	$2,299,613	16,061	—	Shares	Sole	2025-11-03
No filing history on record for this holder in this stock.