VALLEY WEALTH MANAGERS, INC.

Q4 2025 13F-HR Holdings

Location
Paramus, NJ
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
359
Total value ($000)
$1,560,636
Net value change ($000)
+47,857 (3.2%)
New positions
63
Sold out positions
16
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/3/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
KR 19,786 NEW
KRE 12,699 NEW
GOOGL 7,874 23.9%
NXST 5,496 25.7%
R 5,032 NEW
DAL 4,597 21.8%
TXN 4,547 23931.6%
HON 4,321 24.1%
AMGN 3,999 16.8%
SPYD 3,942 NEW
Top Reduces (Value $000, Stocks/ETFs)
SON -20,675 -99.9%
JPST -11,960 -60.1%
TAP -9,843 -99.8%
KBWB -9,489 -40.2%
CAT -5,742 -97.2%
STWD -4,791 -22.5%
ORCL -4,428 -15.7%
PYPL -3,719 -24.2%
CVX -3,367 -15.0%
DELL -2,535 -11.2%
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