VALLEY WEALTH MANAGERS, INC.

Q3 2025 13F-HR Holdings

Location
Paramus, NJ
Holdings as of
9/30/2025
Date filed
11/3/2025
Form type
13F-HR
Num holdings
312
Total value ($000)
$1,512,779
Net value change ($000)
+122,224 (8.8%)
New positions
29
Sold out positions
23
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/6/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NXST 21,380 NEW
DAL 21,069 NEW
CRM 19,209 NEW
VONG 13,238 32.3%
GLW 9,778 46.0%
AAPL 9,653 24.5%
STX 9,343 39.4%
GOOGL 8,869 36.8%
AVGO 6,462 16.4%
TPR 6,100 26.0%
Top Reduces (Value $000, Stocks/ETFs)
MGY -16,078 -100.0%
USMV -12,625 -98.9%
CAG -11,327 -100.0%
TGT -8,810 -98.0%
TAP -5,382 -35.3%
HAS -4,803 -16.2%
ORCL -4,397 -13.5%
RSP -3,363 -25.0%
DOX -2,950 -13.3%
DRI -2,472 -11.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type