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Manager record

Valley Wealth Managers, Inc.

Paramus, NJ · CIK 924166 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.76BReported 13F valueQ3 2026 · as filed
533Holdings listed
+1.6%vs prior quartervalue change includes market moves
6Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $1.4B$1.4BQ2 2025491 holdingsQ3 2025: $1.5B$1.5BQ3 2025496 holdingsQ4 2025: $1.6B$1.6BQ4 2025584 holdingsQ1 2026: $1.6B$1.6BQ1 2026504 holdingsQ2 2026: $1.7B$1.7BQ2 2026534 holdingsQ3 2026: $1.8B$1.8BQ3 2026533 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 09 2026 13F-HR · period Q3 2026

$1.76B · 533 holdings listed · View original SEC filing ↗
Aug 04 2026 13F-HR · period Q2 2026

$1.73B · 534 holdings listed · View original SEC filing ↗
May 06 2026 13F-HR · period Q1 2026

$1.55B · 504 holdings listed · View original SEC filing ↗
Feb 04 2026 13F-HR · period Q4 2025

$1.56B · 584 holdings listed · View original SEC filing ↗
Nov 03 2025 13F-HR · period Q3 2025

$1.51B · 496 holdings listed · View original SEC filing ↗
Aug 06 2025 13F-HR · period Q2 2025

$1.39B · 491 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 09, 2026 · Change methodology