Managers / Q4 2020 · view latest →
VALLEY WEALTH MANAGERS, INC.
CIK 0000924166 · 80 EAST RIDGEWOOD AVENUE, SUITE 3, PARAMUS, NJ, 07652 · 9738084144
Reported Value
$1.0B
Q4 2020
Positions
265
Filings on Record
33
2019–present window
Filed
Feb 2, 2021
original filing
Summary
Valley Wealth Managers, Inc. reported $1.0B in U.S.-listed holdings across 265 positions for Q4 2020.
Its largest position, AAPL, represents 4.5% of the portfolio.
Compared with Q3 2020, the fund opened 13 new positions and exited 9.
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 — Q4 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 ↗.