Valley Wealth Managers, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), Valley Wealth Managers, Inc. reported 350 stock positions worth $1.6 billion. Its top holding was Vanguard Russell 1000 Growth (VONG) at 3.7% of the portfolio, followed by Apple (AAPL, 3.4%) and Broadcom (AVGO, 3.0%). Compared with Q3 2025, it opened 58 new positions, sold out of 14, added to 116 and reduced 78. The biggest buy was a new position in Kroger (KR) and the biggest sale Sonoco Products (SON, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- PARAMUS, NJ
- CIK
- 0000924166
- Portfolio Value
- $1.6B (Q4 2025)
- SEC Filing
- 0000924166-26-000002 ↗ filed Feb 4, 2026
Holdings Value
Holdings 350 stocks · $1.6B
| VONG Vanguard Russell 1000 Growth | 3.72% | 477,053 | $58.1M | Add +5.9% |
| AAPL Apple Inc. | 3.35% | 192,513 | $52.3M | Add +0.1% |
| AVGO Broadcom Inc. | 3.03% | 136,430 | $47.2M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 2.62% | 130,461 | $40.8M | Reduce -3.8% |
| STX Seagate Technology Holdings | 2.34% | 132,446 | $36.5M | Reduce -5.3% |
| MSFT Microsoft Corp. | 2.32% | 74,888 | $36.2M | Add +2.6% |
| MS Morgan Stanley | 2.20% | 193,697 | $34.4M | Reduce -0.9% |
| AIQ Global X Art Intel & Tech | 2.12% | 651,042 | $33.1M | Add +1.2% |
| TPR Tapestry Inc. | 2.11% | 257,831 | $32.9M | Reduce -1.3% |
| GLW Corning Inc. | 2.05% | 365,354 | $32.0M | Reduce -3.5% |
| CSCO Cisco Systems Inc. | 1.96% | 396,116 | $30.5M | Add +0.5% |
| COR Cencora Inc. | 1.86% | 85,844 | $29.0M | Reduce -0.0% |
| CFG Citizens Financial Group | 1.84% | 491,583 | $28.7M | Reduce -1.2% |
| AMGN Amgen Inc. | 1.78% | 84,958 | $27.8M | Add +0.7% |
| HAS Hasbro Inc. | 1.74% | 331,981 | $27.2M | Add +1.4% |
| NXST Nexstar Media Group Inc. | 1.72% | 132,363 | $26.9M | Add +22.4% |
| DAL Delta Air Lines Inc. | 1.64% | 369,823 | $25.7M | Reduce -0.4% |
| HUBB Hubbell Inc. | 1.61% | 56,451 | $25.1M | Add +1.0% |
| LRGG Nomura Focused Large Growth | 1.61% | 846,385 | $25.1M | Add +1.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.59% | 129,802 | $24.8M | Add +5.6% |
| ROST Ross Stores Inc. | 1.54% | 133,434 | $24.0M | Add +0.6% |
| ORCL Oracle Corp. | 1.52% | 121,623 | $23.7M | Add +21.6% |
| MET Metlife Inc. | 1.52% | 300,280 | $23.7M | Add +3.6% |
| VZ Verizon Communications Inc. | 1.49% | 572,542 | $23.3M | Add +5.8% |
| AIZ Assurant Inc. | 1.49% | 96,805 | $23.3M | Add +0.9% |
| CACI Caci International Inc. Class A | 1.48% | 43,415 | $23.1M | Reduce -6.0% |
| VRTX Vertex Pharmaceuticals Inc. | 1.48% | 50,951 | $23.1M | Add +2.3% |
| HON Honeywell International Inc. | 1.43% | 114,016 | $22.2M | Add +33.9% |
| ACN Accenture PLC Class A | 1.34% | 78,109 | $21.0M | Add +2.4% |
| PGR Progressive Corp. | 1.34% | 91,605 | $20.9M | Add +1.9% |
| CRM Salesforce Inc. | 1.31% | 76,904 | $20.4M | Reduce -5.1% |
| DELL Dell Technologies -C | 1.29% | 160,383 | $20.2M | Add +0.1% |
| SSNC Ss&c Technologies Holdings | 1.29% | 230,702 | $20.2M | Add +2.2% |
| KR Kroger Co. | 1.27% | 316,674 | $19.8M | New |
| NFG National Fuel Gas Co. | 1.25% | 242,994 | $19.5M | Add +3.3% |
| TMUS T-Mobile US Inc. | 1.25% | 95,737 | $19.4M | Add +6.2% |
| CVX Chevron Corp. | 1.22% | 125,251 | $19.1M | Reduce -13.4% |
| DRI Darden Restaurants Inc. | 1.20% | 101,812 | $18.7M | Add +4.8% |
| PFE Pfizer Inc. | 1.18% | 741,190 | $18.5M | Reduce -7.8% |
| DOX Amdocs Ltd. | 1.16% | 225,518 | $18.2M | Reduce -3.4% |
| CI The Cigna Group | 1.12% | 63,690 | $17.5M | Add +3.1% |
| STWD Starwood Property Trust Inc. | 1.06% | 917,203 | $16.5M | Reduce -16.6% |
| KBWB Invesco KBW Bank ETF | 0.90% | 167,467 | $14.1M | Reduce -44.5% |
| IPAC iShares Core MSCI Pacific Et | 0.81% | 173,738 | $12.7M | Add +6.8% |
| KRE SS SPDR S&P Regional Bank | 0.81% | 195,946 | $12.7M | Add +19594500.0% |
| PYPL PayPal Holdings Inc. | 0.75% | 199,658 | $11.7M | Reduce -12.9% |
| PPA Invesco Aerospace & Defense | 0.70% | 69,625 | $10.9M | Add +7.2% |
| RSP Invesco S&P 500 Equal Weight | 0.70% | 56,899 | $10.9M | Add +7.0% |
| SHLD Global X Defense Tech ETF | 0.69% | 166,092 | $10.8M | Add +7.2% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.55% | 160,801 | $8.5M | Add +7.3% |
| JPST JPMorgan Ultra-Short Income | 0.51% | 156,733 | $7.9M | Reduce -60.0% |
| QCOM Qualcomm Inc. | 0.44% | 40,009 | $6.8M | Add +6.1% |
| JPM JPMorgan Chase & Co. | 0.43% | 21,055 | $6.8M | Reduce -3.0% |
| NVDA Nvidia Corp. | 0.43% | 35,770 | $6.7M | Add +10.0% |
| XLE SS Energy Select Sector | 0.42% | 148,176 | $6.6M | Add +7.4% |
| ABBV Abbvie Inc. | 0.38% | 26,191 | $6.0M | Add +0.0% |
| AMZN Amazon.com Inc. | 0.38% | 25,820 | $6.0M | Add +9.5% |
| STT State Street Corp. | 0.36% | 43,452 | $5.6M | Reduce -3.5% |
| JNJ Johnson & Johnson | 0.36% | 26,914 | $5.6M | Reduce -1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 18,425 | $5.5M | Reduce -2.4% |
| NTAP Netapp Inc. | 0.34% | 49,327 | $5.3M | Add +1.6% |
| MRK Merck & Co. Inc. | 0.33% | 49,461 | $5.2M | Reduce -0.2% |
| PNC PNC Financial Services Group | 0.33% | 24,864 | $5.2M | Add +0.7% |
| USB US Bancorp | 0.33% | 95,574 | $5.1M | Add +1.8% |
| R Ryder System Inc. | 0.32% | 26,291 | $5.0M | New |
| IVW iShares S&P 500 Growth ETF | 0.31% | 39,736 | $4.9M | Reduce -4.0% |
| TRV The Travelers Cos Inc. | 0.31% | 16,817 | $4.9M | Add +0.8% |
| SKYY First Trust Cloud Computing | 0.31% | 36,954 | $4.8M | Add +4.0% |
| GD General Dynamics Corp. | 0.31% | 14,226 | $4.8M | Add +0.5% |
| GILD Gilead Sciences Inc. | 0.30% | 38,653 | $4.7M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.29% | 38,069 | $4.6M | Add +3.3% |
| AEP American Electric Power | 0.29% | 39,677 | $4.6M | Reduce -4.1% |
| TXN Texas Instruments Inc. | 0.29% | 26,317 | $4.6M | Add +24963.8% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.29% | 44,134 | $4.5M | Add +1.8% |
| KMI Kinder Morgan Inc. | 0.29% | 164,273 | $4.5M | Add +2.7% |
| PEG Public Service Enterprise GP | 0.29% | 55,885 | $4.5M | Add +9.2% |
| KO The Coca-Cola Co. | 0.28% | 62,011 | $4.3M | Add +2.2% |
| AIRR First Trust Rba American Ind | 0.28% | 43,715 | $4.3M | Reduce -0.5% |
| CMCSA Comcast Corp. Class A | 0.27% | 143,014 | $4.3M | Add +21.6% |
| O Realty Income Corp. | 0.27% | 75,533 | $4.3M | Add +13.0% |
| PEP Pepsico Inc. | 0.27% | 29,639 | $4.3M | Add +0.2% |
| T AT&T Inc. | 0.27% | 170,366 | $4.2M | Add +4.3% |
| SBUX Starbucks Corp. | 0.27% | 50,210 | $4.2M | Add +3.1% |
| GIS General Mills Inc. | 0.27% | 90,843 | $4.2M | Add +56.8% |
| DKS Dick's Sporting Goods Inc. | 0.27% | 21,292 | $4.2M | Add +2.0% |
| LLY Eli Lilly & Co. | 0.26% | 3,846 | $4.1M | Add +5.0% |
| JTEK JPMorgan US Tech Leaders | 0.26% | 45,129 | $4.1M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 0.26% | 28,195 | $4.0M | Add +6.4% |
| MCD McDonald's Corp. | 0.26% | 13,175 | $4.0M | Add +2.1% |
| LMT Lockheed Martin Corp. | 0.25% | 8,210 | $4.0M | Add +2.5% |
| HD Home Depot Inc. | 0.25% | 11,467 | $3.9M | Add +3.5% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.25% | 91,146 | $3.9M | New |
| SDY SS SPDR S&P Dividend ETF | 0.25% | 28,090 | $3.9M | Reduce -5.0% |
| FNF Fidelity National Financial | 0.24% | 69,724 | $3.8M | Reduce -1.0% |
| MSM MSC Industrial Direct Co. Class A | 0.24% | 44,449 | $3.7M | Add +2.7% |
| PRU Prudential Financial Inc. | 0.24% | 32,908 | $3.7M | Add +1.6% |
| IGV iShares Expanded Tech-Softwa | 0.23% | 33,803 | $3.6M | Add +0.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.23% | 12,797 | $3.6M | Reduce -6.2% |
| HACK Amplify Cybersecurity ETF | 0.23% | 44,148 | $3.5M | Add +4.3% |
| EOG EOG Resources Inc. | 0.22% | 33,005 | $3.5M | Add +24.9% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $136 (not counted above)
Lines left out (5) · $171 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| TOL Toll Brothers Inc. | COM | 0 | $65 |
| ZS Zscaler Inc. | COM | 0 | $59 |
| LIT Global X Lithium & Battery T | LITHIUM BTRY ETF | 0 | $19 |
| EUDG Wisdomtree Europe Quality Di | EURO QTLY DIV GR | 0 | $16 |
| CRSP Crispr Therapeutics AG | NAMEN AKT | 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: $1.6B.
Portfolio Sells Q3 2025 → Q4 2025
| SON Sonoco Products Co. | Reduce -99.9% | 0.00% | −1.37 |
| JPST JPMorgan Ultra-Short Income | Reduce -60.0% | 0.51% | −0.81 |
| KBWB Invesco KBW Bank ETF | Reduce -44.5% | 0.90% | −0.66 |
| TAP Molson Coors Beverage Co. Class B | Reduce -99.8% | 0.00% | −0.65 |
| CAT Caterpillar Inc. | Reduce -97.7% | 0.01% | −0.38 |
| STWD Starwood Property Trust Inc. | Reduce -16.6% | 1.06% | −0.35 |
| PYPL PayPal Holdings Inc. | Reduce -12.9% | 0.75% | −0.27 |
| CVX Chevron Corp. | Reduce -13.4% | 1.22% | −0.26 |
| PFE Pfizer Inc. | Reduce -7.8% | 1.18% | −0.17 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.13 |
| DOX Amdocs Ltd. | Reduce -3.4% | 1.16% | −0.10 |
| VICI Vici Properties Inc. | Reduce -19.3% | 0.18% | −0.09 |
| SNPS Synopsys Inc. | Reduce -66.0% | 0.04% | −0.08 |
| HPQ HP Inc. | Reduce -4.3% | 0.15% | −0.05 |
| CACI Caci International Inc. Class A | Reduce -6.0% | 1.48% | −0.04 |
| FNF Fidelity National Financial | Reduce -1.0% | 0.24% | −0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -6.2% | 0.23% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -89.0% | 0.00% | −0.03 |
| CDW CDW Corp. | Sold out | 0.00% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -5.0% | 0.25% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.5% | 0.21% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -3.0% | 0.43% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.0% | 0.31% | −0.02 |
| AEP American Electric Power | Reduce -4.1% | 0.29% | −0.01 |
| JTEK JPMorgan US Tech Leaders | Reduce -0.1% | 0.26% | −0.01 |
| SOXX iShares Semiconductor ETF | Reduce -12.5% | 0.20% | −0.01 |
| TGT Target Corp. | Reduce -96.6% | 0.00% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -4.8% | 0.17% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -4.4% | 0.20% | −0.01 |
| GSLC Goldman Activebeta US LC ETF | Reduce -6.5% | 0.12% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -7.5% | 0.09% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -3.3% | 0.06% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -4.7% | 0.11% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.7% | 0.13% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.9% | 0.09% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -19.0% | 0.02% | −0.01 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -13.7% | 0.03% | −0.01 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -9.1% | 0.05% | −0.01 |
| AIRR First Trust Rba American Ind | Reduce -0.5% | 0.28% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -5.1% | 0.08% | −0.01 |
| INTU Intuit Inc. | Reduce -3.5% | 0.04% | −0.00 |
| SOLS Solstice Adv Materials Inc. | Reduce -3.5% | 0.06% | −0.00 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.00 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -3.7% | 0.04% | −0.00 |
| RITM Rithm Capital Corp. | Sold out | 0.00% | −0.00 |
| GLW Corning Inc. | Reduce -3.5% | 2.05% | −0.00 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.5% | 0.03% | −0.00 |
| IBM Intl Business Machines Corp. | Reduce -2.4% | 0.35% | −0.00 |
| AVGO Broadcom Inc. | Reduce -1.7% | 3.03% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| KR Kroger Co. | New | 1.27% | +1.27 |
| KRE SS SPDR S&P Regional Bank | Add +19594500.0% | 0.81% | +0.81 |
| R Ryder System Inc. | New | 0.32% | +0.32 |
| NXST Nexstar Media Group Inc. | Add +22.4% | 1.72% | +0.31 |
| TXN Texas Instruments Inc. | Add +24963.8% | 0.29% | +0.29 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | New | 0.25% | +0.25 |
| HON Honeywell International Inc. | Add +33.9% | 1.43% | +0.24 |
| AMGN Amgen Inc. | Add +0.7% | 1.78% | +0.21 |
| ROST Ross Stores Inc. | Add +0.6% | 1.54% | +0.20 |
| VRTX Vertex Pharmaceuticals Inc. | Add +2.3% | 1.48% | +0.19 |
| CSCO Cisco Systems Inc. | Add +0.5% | 1.96% | +0.17 |
| VONG Vanguard Russell 1000 Growth | Add +5.9% | 3.72% | +0.13 |
| AIZ Assurant Inc. | Add +0.9% | 1.49% | +0.12 |
| AAPL Apple Inc. | Add +0.1% | 3.35% | +0.12 |
| PAVE Global X US Infrastructure | New | 0.11% | +0.11 |
| FBND Fidelity Total Bond ETF | Add +149.5% | 0.18% | +0.11 |
| HAS Hasbro Inc. | Add +1.4% | 1.74% | +0.10 |
| ACN Accenture PLC Class A | Add +2.4% | 1.34% | +0.10 |
| APH Amphenol Corp. Class A | Add +110.3% | 0.17% | +0.09 |
| LLY Eli Lilly & Co. | Add +5.0% | 0.26% | +0.08 |
| GIS General Mills Inc. | Add +56.8% | 0.27% | +0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.6% | 1.59% | +0.07 |
| WBD Warner Bros Discovery Inc. | Add +4833.7% | 0.07% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +19.6% | 0.18% | +0.06 |
| HEDJ Wisdomtree Europe Hedged Equ | Add +7.3% | 0.55% | +0.05 |
| AMZN Amazon.com Inc. | Add +9.5% | 0.38% | +0.04 |
| CPLS AB Core Plus Bond ETF | Add +43.5% | 0.13% | +0.04 |
| PPA Invesco Aerospace & Defense | Add +7.2% | 0.70% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +7.0% | 0.70% | +0.03 |
| CMCSA Comcast Corp. Class A | Add +21.6% | 0.27% | +0.03 |
| USB US Bancorp | Add +1.8% | 0.33% | +0.03 |
| NVDA Nvidia Corp. | Add +10.0% | 0.43% | +0.03 |
| EOG EOG Resources Inc. | Add +24.9% | 0.22% | +0.03 |
| V Visa Inc. Class A | Add +19.6% | 0.16% | +0.03 |
| IPAC iShares Core MSCI Pacific Et | Add +6.8% | 0.81% | +0.03 |
| VRT Vertiv Holdings Co. Class A | New | 0.02% | +0.02 |
| QCOM Qualcomm Inc. | Add +6.1% | 0.44% | +0.02 |
| TSLA Tesla Inc. | New | 0.02% | +0.02 |
| AIQ Global X Art Intel & Tech | Add +1.2% | 2.12% | +0.02 |
| IWD iShares Russell 1000 Value E | New | 0.02% | +0.02 |
| XOM Exxon Mobil Corp. | Add +3.3% | 0.29% | +0.02 |
| XLE SS Energy Select Sector | Add +7.4% | 0.42% | +0.02 |
| HUBB Hubbell Inc. | Add +1.0% | 1.61% | +0.02 |
| PRU Prudential Financial Inc. | Add +1.6% | 0.24% | +0.02 |
| KO The Coca-Cola Co. | Add +2.2% | 0.28% | +0.01 |
| GLD SPDR Gold Shares | Add +149.8% | 0.01% | +0.01 |
| FG F&G Annuities & Life Inc. | New | 0.01% | +0.01 |
| HLT Hilton Worldwide Holdings Inc. | Add +4.6% | 0.05% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +8.4% | 0.21% | +0.01 |
| PEG Public Service Enterprise GP | Add +9.2% | 0.29% | +0.01 |
Notes & Other Activity Q3 2025 → Q4 2025
| OPENW Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | New | 22 | $20 |
| DHI D.R. Horton Inc. | COM | Sold out | 0 | $16before exit |
| OPENL Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | New | 22 | $11 |
| OPENZ Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | New | 22 | $9 |
| SPR Spirit Aerosystems Hold Class A | COM CL A | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |