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VALLEY WEALTH MANAGERS, INC.
hedge fundUpdated 10 days agoManaged by Valley Wealth Managers, Inc. • Latest filing Q3 2026
Portfolio value
$1.8B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
16.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $1.5B |
| Q4 2025 | $1.6B |
| Q1 2026 | $1.6B |
| Q2 2026 | $1.7B |
| Q3 2026 | $1.8B |
Top holdings
533 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $56.7M | 170.3K | 3.22% | Trimmed(-1.1%) | |
| 2 | $51.8M | 401.5K | 2.94% | Trimmed(-19.5%) | |
| 3 | $49.2M | 91.4K | 2.80% | Trimmed(-2.6%) | |
| 4 | $48.9M | 226.4K | 2.78% | Added(+29.9%) | |
| 5 | $46.5M | 50.5K | 2.65% | Trimmed(-2.7%) | |
| 6 | $40.6M | 623.4K | 2.31% | Added(+2.3%) | |
| 7 | $36.9M | 105.0K | 2.10% | Added(+1392.9%) | |
| 8 | $36.4M | 71.0K | 2.07% | Added(+0.7%) | |
| 9 | $34.6M | 321.9K | 1.97% | Trimmed(-2.0%) | |
| 10 | $31M | 90.1K | 1.76% | Added(+1.0%) | |
| 11 | $27.6M | 38.0K | 1.57% | Trimmed(-0.8%) | |
| 12 | $27.4M | 327.9K | 1.56% | Trimmed(-3.0%) | |
| 13 | $27.3M | 64.8K | 1.55% | Trimmed(-0.1%) | |
| 14 | $27.3M | 289.5K | 1.55% | Added(+0.3%) | |
| 15 | $27.1M | 143.9K | 1.54% | Added(+0.6%) | |
| 16 | $26.9M | 115.2K | 1.53% | Added(+0.0%) | |
| 17 | $26.7M | 116.3K | 1.52% | Trimmed(-0.8%) | |
| 18 | $26.1M | 408.7K | 1.48% | Trimmed(-0.9%) | |
| 19 | $26M | 912.4K | 1.48% | Added(+2.4%) | |
| 20 | $25.8M | 294.1K | 1.47% | Added(+1.4%) |