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Portfolio (Quarterly) Guide ↗

VALLEY WEALTH MANAGERS, INC.

· CIK 0000924166
13F Portfolio $1.6B AUM 504 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 87 Added 106 Reduced 67 Exited
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 PHM PULTE GROUP INC COM Consumer Cyclical 1 $64.0 SOLD
62 CRI CARTERS INC COM Consumer Cyclical 1 $23.0 SOLD
63 OPENDOOR TECHNOLOGIES INC WT EXP 112026 K 22 $20.0 SOLD
64 LIT GLOBAL X LITHIUM & BATTERY TECH ETF $19.0 SOLD
65 DIV GLOBAL X SUPERDIVIDEND US ETF 1 $12.0 SOLD
66 OPENDOOR TECHNOLOGIES INC WT EXP 112026 A 22 $11.0 SOLD
67 OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z 22 $9.0 SOLD
Page 4 of 4  ·  67 positions
Sector Allocation
Technology 29.6%
Financial Services 13.4%
Communication Services 11.3%
Consumer Cyclical 10.5%
Healthcare 10.1%
Industrials 8.6%
Energy 5.3%
Consumer Defensive 5.1%
Real Estate 2.7%
Basic Materials 2.6%