Valley Wealth Managers, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 3, 2025), Valley Wealth Managers, Inc. reported 303 stock positions worth $1.5 billion. Its top holding was Vanguard Russell 1000 Growth (VONG) at 3.6% of the portfolio, followed by Apple (AAPL, 3.2%) and Broadcom (AVGO, 3.0%). Compared with Q2 2025, it opened 29 new positions, sold out of 23, added to 124 and reduced 63. The biggest buy was a new position in Nexstar Media (NXST) and the biggest sale an exit from Magnolia Oil & Gas Class A (MGY).
- Most Recent 13F
- Q2 2026
- Location
- PARAMUS, NJ
- CIK
- 0000924166
- Portfolio Value
- $1.5B (Q3 2025)
- SEC Filing
- 0000924166-25-000012 ↗ filed Nov 3, 2025
Holdings Value
Holdings 303 stocks · $1.5B
| VONG Vanguard Russell 1000 Growth | 3.59% | 450,317 | $54.3M | Add +19.9% |
| AAPL Apple Inc. | 3.24% | 192,368 | $49.0M | Add +0.3% |
| AVGO Broadcom Inc. | 3.03% | 138,839 | $45.8M | Reduce -2.7% |
| MSFT Microsoft Corp. | 2.50% | 72,992 | $37.8M | Add +1.4% |
| STX Seagate Technology Holdings | 2.18% | 139,915 | $33.0M | Reduce -14.7% |
| GOOGL Alphabet Inc. Class A | 2.18% | 135,584 | $33.0M | Reduce -0.8% |
| AIQ Global X Art Intel & Tech | 2.10% | 643,556 | $31.8M | Add +2.6% |
| MS Morgan Stanley | 2.05% | 195,498 | $31.1M | Reduce -1.5% |
| GLW Corning Inc. | 2.05% | 378,520 | $31.1M | Reduce -6.4% |
| TPR Tapestry Inc. | 1.96% | 261,239 | $29.6M | Reduce -2.3% |
| ORCL Oracle Corp. | 1.86% | 100,034 | $28.1M | Reduce -32.8% |
| CSCO Cisco Systems Inc. | 1.78% | 394,279 | $27.0M | Add +0.5% |
| COR Cencora Inc. | 1.77% | 85,862 | $26.8M | Reduce -0.6% |
| CFG Citizens Financial Group | 1.75% | 497,523 | $26.4M | Reduce -2.1% |
| LRGG Nomura Focused Large Growth | 1.66% | 835,497 | $25.1M | Add +6.8% |
| HAS Hasbro Inc. | 1.64% | 327,326 | $24.8M | Reduce -18.4% |
| HUBB Hubbell Inc. | 1.59% | 55,892 | $24.1M | Reduce -1.2% |
| MET Metlife Inc. | 1.58% | 289,713 | $23.9M | Add +1.7% |
| AMGN Amgen Inc. | 1.57% | 84,367 | $23.8M | Add +1.7% |
| VZ Verizon Communications Inc. | 1.57% | 541,137 | $23.8M | Add +0.4% |
| KBWB Invesco KBW Bank ETF | 1.56% | 301,822 | $23.6M | Add +19.0% |
| CACI Caci International Inc. Class A | 1.52% | 46,208 | $23.0M | Reduce -0.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.51% | 122,898 | $22.9M | Add +5.8% |
| DELL Dell Technologies -C | 1.50% | 160,289 | $22.7M | Reduce -0.3% |
| CVX Chevron Corp. | 1.48% | 144,613 | $22.5M | Add +1.0% |
| PGR Progressive Corp. | 1.47% | 89,887 | $22.2M | Add +0.9% |
| NFG National Fuel Gas Co. | 1.44% | 235,152 | $21.7M | Add +0.2% |
| TMUS T-Mobile US Inc. | 1.43% | 90,144 | $21.6M | Reduce -0.5% |
| NXST Nexstar Media Group Inc. | 1.41% | 108,120 | $21.4M | New |
| STWD Starwood Property Trust Inc. | 1.41% | 1,100,164 | $21.3M | Add +0.5% |
| DAL Delta Air Lines Inc. | 1.39% | 371,257 | $21.1M | New |
| AIZ Assurant Inc. | 1.37% | 95,897 | $20.8M | Add +0.9% |
| SON Sonoco Products Co. | 1.37% | 480,307 | $20.7M | Reduce -2.0% |
| PFE Pfizer Inc. | 1.35% | 803,690 | $20.5M | Reduce -0.4% |
| ROST Ross Stores Inc. | 1.34% | 132,652 | $20.2M | Add +1.0% |
| SSNC Ss&c Technologies Holdings | 1.32% | 225,823 | $20.0M | Reduce -0.6% |
| JPST JPMorgan Ultra-Short Income | 1.31% | 392,050 | $19.9M | Add +15.9% |
| VRTX Vertex Pharmaceuticals Inc. | 1.29% | 49,819 | $19.5M | Add +2.3% |
| CRM Salesforce Inc. | 1.27% | 81,049 | $19.2M | New |
| DOX Amdocs Ltd. | 1.27% | 233,469 | $19.2M | Reduce -3.6% |
| ACN Accenture PLC Class A | 1.24% | 76,262 | $18.8M | Add +33.6% |
| DRI Darden Restaurants Inc. | 1.22% | 97,154 | $18.5M | Add +1.0% |
| HON Honeywell International Inc. | 1.18% | 85,141 | $17.9M | Add +1.6% |
| CI The Cigna Group | 1.18% | 61,771 | $17.8M | Add +1.0% |
| PYPL PayPal Holdings Inc. | 1.02% | 229,275 | $15.4M | Add +0.7% |
| IPAC iShares Core MSCI Pacific Et | 0.79% | 162,730 | $11.9M | Add +2.6% |
| SHLD Global X Defense Tech ETF | 0.72% | 155,007 | $10.9M | Add +57.5% |
| PPA Invesco Aerospace & Defense | 0.67% | 64,961 | $10.1M | Add +13.3% |
| RSP Invesco S&P 500 Equal Weight | 0.67% | 53,197 | $10.1M | Reduce -28.1% |
| TAP Molson Coors Beverage Co. Class B | 0.65% | 217,899 | $9.9M | Reduce -31.3% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.50% | 149,799 | $7.5M | Add +6.5% |
| JPM JPMorgan Chase & Co. | 0.45% | 21,694 | $6.8M | Reduce -0.1% |
| QCOM Qualcomm Inc. | 0.41% | 37,721 | $6.3M | Add +7.2% |
| XLE SS Energy Select Sector | 0.41% | 68,982 | $6.2M | Add +15.7% |
| NVDA Nvidia Corp. | 0.40% | 32,509 | $6.1M | Add +11.8% |
| ABBV Abbvie Inc. | 0.40% | 26,186 | $6.1M | Add +2.3% |
| CAT Caterpillar Inc. | 0.39% | 12,382 | $5.9M | Reduce -1.0% |
| NTAP Netapp Inc. | 0.38% | 48,570 | $5.8M | Add +1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 18,877 | $5.3M | Add +2.5% |
| STT State Street Corp. | 0.35% | 45,051 | $5.2M | Add +0.2% |
| AMZN Amazon.com Inc. | 0.34% | 23,583 | $5.2M | Add +10.0% |
| JNJ Johnson & Johnson | 0.34% | 27,330 | $5.1M | Add +4.3% |
| IVW iShares S&P 500 Growth ETF | 0.33% | 41,404 | $5.0M | Reduce -3.1% |
| PNC PNC Financial Services Group | 0.33% | 24,692 | $5.0M | Add +1.2% |
| GD General Dynamics Corp. | 0.32% | 14,160 | $4.8M | Add +1.3% |
| SKYY First Trust Cloud Computing | 0.32% | 35,545 | $4.8M | Add +2.3% |
| TRV The Travelers Cos Inc. | 0.31% | 16,689 | $4.7M | Add +2.0% |
| AEP American Electric Power | 0.31% | 41,369 | $4.7M | Add +0.5% |
| DKS Dick's Sporting Goods Inc. | 0.31% | 20,867 | $4.6M | Add +1.3% |
| T AT&T Inc. | 0.30% | 163,365 | $4.6M | Add +1.2% |
| USB US Bancorp | 0.30% | 93,879 | $4.5M | Add +0.8% |
| KMI Kinder Morgan Inc. | 0.30% | 159,887 | $4.5M | Add +2.2% |
| HD Home Depot Inc. | 0.30% | 11,079 | $4.5M | Add +2.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.29% | 43,366 | $4.5M | Add +0.7% |
| GILD Gilead Sciences Inc. | 0.29% | 38,888 | $4.3M | Add +0.2% |
| PEG Public Service Enterprise GP | 0.28% | 51,187 | $4.3M | Add +2.2% |
| FNF Fidelity National Financial | 0.28% | 70,423 | $4.3M | Add +3.0% |
| AIRR First Trust Rba American Ind | 0.28% | 43,928 | $4.2M | Add +1.5% |
| MRK Merck & Co. Inc. | 0.27% | 49,551 | $4.2M | Add +2.9% |
| JTEK JPMorgan US Tech Leaders | 0.27% | 45,176 | $4.2M | Add +29.4% |
| XOM Exxon Mobil Corp. | 0.27% | 36,838 | $4.2M | Add +2.9% |
| PEP Pepsico Inc. | 0.27% | 29,567 | $4.2M | Add +6.8% |
| SDY SS SPDR S&P Dividend ETF | 0.27% | 29,553 | $4.1M | Reduce -2.5% |
| SBUX Starbucks Corp. | 0.27% | 48,697 | $4.1M | Add +3.9% |
| PG The Procter & Gamble Co. | 0.27% | 26,488 | $4.1M | Add +5.4% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.27% | 124,721 | $4.1M | Add +1.2% |
| O Realty Income Corp. | 0.27% | 66,838 | $4.1M | Add +3.2% |
| KO The Coca-Cola Co. | 0.27% | 60,663 | $4.0M | Add +4.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.27% | 13,645 | $4.0M | Reduce -3.7% |
| LMT Lockheed Martin Corp. | 0.26% | 8,010 | $4.0M | Add +3.7% |
| MSM MSC Industrial Direct Co. Class A | 0.26% | 43,299 | $4.0M | Add +1.6% |
| MCD McDonald's Corp. | 0.26% | 12,902 | $3.9M | Add +2.9% |
| IGV iShares Expanded Tech-Softwa | 0.26% | 33,621 | $3.9M | Reduce -22.3% |
| CMCSA Comcast Corp. Class A | 0.24% | 117,573 | $3.7M | Add +1.8% |
| HACK Amplify Cybersecurity ETF | 0.24% | 42,324 | $3.7M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 5,092 | $3.4M | Add +0.3% |
| PRU Prudential Financial Inc. | 0.22% | 32,387 | $3.4M | Add +4.1% |
| META Meta Platforms Inc. Class A | 0.21% | 4,400 | $3.2M | Add +23.3% |
| BSV Vanguard Short-Term Bond ETF | 0.21% | 40,493 | $3.2M | Add +8.8% |
| IVV iShares Core S&P 500 ETF | 0.21% | 4,714 | $3.2M | Reduce -4.4% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $128 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 5 | $128 | No change |
Lines left out (7) · $218 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| ZS Zscaler Inc. | COM | 0 | $78 |
| TOL Toll Brothers Inc. | COM | 0 | $66 |
| LIT Global X Lithium & Battery T | LITHIUM BTRY ETF | 0 | $17 |
| DHI D.R. Horton Inc. | COM | 0 | $16 |
| EUDG Wisdomtree Europe Quality Di | EURO QTLY DIV GR | 0 | $15 |
| CRSP Crispr Therapeutics AG | NAMEN AKT | 0 | $14 |
| MU Micron Technology Inc. | COM | 0 | $12 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.5B.
Portfolio Sells Q2 2025 → Q3 2025
| MGY Magnolia Oil & Gas Corp. Class A | Sold out | 0.00% | −1.16 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -99.0% | 0.01% | −0.91 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.81 |
| TGT Target Corp. | Reduce -97.8% | 0.01% | −0.63 |
| HAS Hasbro Inc. | Reduce -18.4% | 1.64% | −0.49 |
| ORCL Oracle Corp. | Reduce -32.8% | 1.86% | −0.48 |
| TAP Molson Coors Beverage Co. Class B | Reduce -31.3% | 0.65% | −0.44 |
| DOX Amdocs Ltd. | Reduce -3.6% | 1.27% | −0.32 |
| RSP Invesco S&P 500 Equal Weight | Reduce -28.1% | 0.67% | −0.30 |
| SON Sonoco Products Co. | Reduce -2.0% | 1.37% | −0.17 |
| IHI iShares U.S. Medical Devices | Reduce -96.4% | 0.01% | −0.16 |
| TMUS T-Mobile US Inc. | Reduce -0.5% | 1.43% | −0.13 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.11 |
| COR Cencora Inc. | Reduce -0.6% | 1.77% | −0.09 |
| IGV iShares Expanded Tech-Softwa | Reduce -22.3% | 0.26% | −0.08 |
| CACI Caci International Inc. Class A | Reduce -0.7% | 1.52% | −0.07 |
| HUBB Hubbell Inc. | Reduce -1.2% | 1.59% | −0.07 |
| PFE Pfizer Inc. | Reduce -0.4% | 1.35% | −0.05 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.04 |
| SSNC Ss&c Technologies Holdings | Reduce -0.6% | 1.32% | −0.03 |
| GIS General Mills Inc. | Reduce -1.7% | 0.19% | −0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -3.7% | 0.27% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.5% | 0.27% | −0.02 |
| HACK Amplify Cybersecurity ETF | Reduce -0.7% | 0.24% | −0.02 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -7.3% | 0.06% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -5.7% | 0.18% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -6.8% | 0.09% | −0.01 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -2.0% | 0.13% | −0.01 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -2.2% | 0.12% | −0.01 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Reduce -2.2% | 0.11% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -4.4% | 0.21% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.3% | 0.13% | −0.01 |
| IBDT iShares Ibonds Dec 2028 ETF | Reduce -4.1% | 0.08% | −0.01 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -7.4% | 0.05% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.1% | 0.33% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -8.1% | 0.04% | −0.01 |
| GSLC Goldman Activebeta US LC ETF | Reduce -4.0% | 0.13% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -4.4% | 0.12% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -6.1% | 0.10% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Reduce -4.8% | 0.04% | −0.00 |
| IBDU iShares Ibonds Dec 2029 Term | Reduce -1.4% | 0.04% | −0.00 |
| XLV SS Health Care Select Sector | Reduce -14.3% | 0.02% | −0.00 |
| VRP Invesco Variable Rate Prefer | Reduce -6.6% | 0.02% | −0.00 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -12.0% | 0.03% | −0.00 |
| XLF SS Financial Select Sector | Reduce -11.6% | 0.02% | −0.00 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -5.4% | 0.02% | −0.00 |
| AGG iShares Core U.S. Aggregate | Reduce -18.2% | 0.01% | −0.00 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -6.2% | 0.06% | −0.00 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -99.4% | 0.00% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| NXST Nexstar Media Group Inc. | New | 1.41% | +1.41 |
| DAL Delta Air Lines Inc. | New | 1.39% | +1.39 |
| CRM Salesforce Inc. | New | 1.27% | +1.27 |
| VONG Vanguard Russell 1000 Growth | Add +19.9% | 3.59% | +0.64 |
| AAPL Apple Inc. | Add +0.3% | 3.24% | +0.41 |
| SHLD Global X Defense Tech ETF | Add +57.5% | 0.72% | +0.29 |
| KBWB Invesco KBW Bank ETF | Add +19.0% | 1.56% | +0.25 |
| HOOD Robinhood Markets Inc. Class A | New | 0.15% | +0.15 |
| ROST Ross Stores Inc. | Add +1.0% | 1.34% | +0.13 |
| AIQ Global X Art Intel & Tech | Add +2.6% | 2.10% | +0.13 |
| PPA Invesco Aerospace & Defense | Add +13.3% | 0.67% | +0.08 |
| JPST JPMorgan Ultra-Short Income | Add +15.9% | 1.31% | +0.08 |
| NVDA Nvidia Corp. | Add +11.8% | 0.40% | +0.07 |
| JTEK JPMorgan US Tech Leaders | Add +29.4% | 0.27% | +0.06 |
| ABBV Abbvie Inc. | Add +2.3% | 0.40% | +0.06 |
| SOXX iShares Semiconductor ETF | Add +27.7% | 0.21% | +0.05 |
| INTU Intuit Inc. | New | 0.05% | +0.05 |
| JNJ Johnson & Johnson | Add +4.3% | 0.34% | +0.05 |
| LRGG Nomura Focused Large Growth | Add +6.8% | 1.66% | +0.05 |
| XLE SS Energy Select Sector | Add +15.7% | 0.41% | +0.04 |
| ANET Arista Networks Inc. | Add +1.8% | 0.16% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.8% | 1.51% | +0.04 |
| LLY Eli Lilly & Co. | Add +33.6% | 0.18% | +0.03 |
| AIRR First Trust Rba American Ind | Add +1.5% | 0.28% | +0.03 |
| GD General Dynamics Corp. | Add +1.3% | 0.32% | +0.03 |
| META Meta Platforms Inc. Class A | Add +23.3% | 0.21% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +38.5% | 0.09% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +15.3% | 0.08% | +0.02 |
| AIZ Assurant Inc. | Add +0.9% | 1.37% | +0.02 |
| V Visa Inc. Class A | Add +29.7% | 0.13% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +52.7% | 0.12% | +0.02 |
| ACN Accenture PLC Class A | Add +33.6% | 1.24% | +0.02 |
| HPQ HP Inc. | Add +5.6% | 0.20% | +0.01 |
| APH Amphenol Corp. Class A | Add +7.3% | 0.08% | +0.01 |
| DKS Dick's Sporting Goods Inc. | Add +1.3% | 0.31% | +0.01 |
| NTAP Netapp Inc. | Add +1.4% | 0.38% | +0.01 |
| HEDJ Wisdomtree Europe Hedged Equ | Add +6.5% | 0.50% | +0.01 |
| SKYY First Trust Cloud Computing | Add +2.3% | 0.32% | +0.01 |
| QCOM Qualcomm Inc. | Add +7.2% | 0.41% | +0.01 |
| HD Home Depot Inc. | Add +2.5% | 0.30% | +0.01 |
| PEP Pepsico Inc. | Add +6.8% | 0.27% | +0.01 |
| KLAC KLA Corp. | Add +9.0% | 0.06% | +0.01 |
| CVX Chevron Corp. | Add +1.0% | 1.48% | +0.01 |
| IDEV iShares Core MSCI Dev MKTS | Add +38.9% | 0.04% | +0.01 |
| ORLY O'reilly Automotive Inc. | Add +12.3% | 0.05% | +0.01 |
| MA Mastercard Inc. Class A | Add +341.9% | 0.01% | +0.01 |
| TJX TJX Companies Inc. | Add +14.3% | 0.05% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +44.7% | 0.03% | +0.01 |
| LMT Lockheed Martin Corp. | Add +3.7% | 0.26% | +0.01 |
| PM Philip Morris International | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 339 | $1.7B | VONG, STX, AAPL, DELL, GLW |
| Q1 2026 | 313 | $1.6B | VONG, AAPL, GLW, AVGO, AIQ |
| Q4 2025 | 350 | $1.6B | VONG, AAPL, AVGO, GOOGL, STX |
| Q3 2025 | 303 | $1.5B | VONG, AAPL, AVGO, MSFT, STX |
| Q2 2025 | 297 | $1.4B | VONG, AVGO, AAPL, MSFT, ORCL |
| Q1 2025 | 367 | $1.3B | AAPL, VONG, MSFT, AMGN, PGR |
| Q4 2024 | 399 | $1.3B | AVGO, AAPL, VONG, MSFT, JBL |
| Q3 2024 | 401 | $1.3B | VONG, AAPL, AVGO, MSFT, ORCL |
| Q2 2024 | 373 | $1.3B | VONG, AAPL, AVGO, MSFT, ORCL |
| Q1 2024 | 316 | $1.3B | VONG, AVGO, AAPL, MSFT, DELL |