Managers / Q3 2020 · view latest →
VALLEY WEALTH MANAGERS, INC.
CIK 0000924166 · 80 EAST RIDGEWOOD AVENUE, SUITE 3, PARAMUS, NJ, 07652 · 9738084144
Reported Value
$908M
Q3 2020
Positions
261
Filings on Record
33
2019–present window
Filed
Nov 3, 2020
original filing
Summary
Valley Wealth Managers, Inc. reported $908M in U.S.-listed holdings across 261 positions for Q3 2020.
Its largest position, AAPL, represents 4.6% of the portfolio.
Compared with Q2 2020, the fund opened 9 new positions and exited 17.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.6B | 504 | May 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.6B | 584 | Feb 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.5B | 496 | Nov 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.4B | 491 | Aug 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.3B | 566 | May 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.3B | 546 | Jan 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.3B | 547 | Nov 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.3B | 536 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.3B | 480 | May 3, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.3B | 480 | Feb 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.2B | 507 | Nov 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.1B | 499 | Jul 28, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.1B | 512 | May 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.08T | 624 | Feb 1, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.1B | 624 | Nov 16, 2022 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2022 | $1.1B | 449 | Aug 1, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.2B | 302 | May 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.2B | 310 | Feb 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.1B | 302 | Nov 1, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.2B | 308 | Aug 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.1B | 266 | Apr 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.0B | 265 | Feb 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $908M | 261 | Nov 3, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $892M | 269 | Jul 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $770M | 259 | Apr 24, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $1.0B | 296 | Jan 31, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $942M | 298 | Nov 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $942M | 308 | Aug 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $917M | 331 | May 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $765M | 241 | Feb 8, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.