Managers / Q2 2023 · view latest →
VALLEY WEALTH MANAGERS, INC.
CIK 0000924166 · 80 EAST RIDGEWOOD AVENUE, SUITE 3, PARAMUS, NJ, 07652 · 9738084144
Reported Value
$1.1B
Q2 2023
Positions
499
Filings on Record
33
2019–present window
Filed
Jul 28, 2023
original filing
Summary
Valley Wealth Managers, Inc. reported $1.1B in U.S.-listed holdings across 499 positions for Q2 2023.
Its largest position, AAPL, represents 3.8% of the portfolio.
Compared with Q1 2023, the fund opened 22 new positions and exited 26.
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 — Q2 2023
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 ↗ |
Other Included Managers
This filing reports holdings on behalf of 1 additional manager.
- Valley National Bank028-22712
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 ↗.