Quick Takeaways
- VALLEY WEALTH MANAGERS, INC. reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $1,560,635,377.
- Info
- Portfolio
13F Filings History of VALLEY WEALTH MANAGERS, INC.
- Latest 13F report
- Q4 2025 - 04 Feb 2026
- Value $
- $1,560,635,377
- Signature - Title
- Cathy Castellano - Portfolio Analyst
- Location
- Paramus, NJ
- Summary
- This page shows a list of all the recent 13F filings made by VALLEY WEALTH MANAGERS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VALLEY WEALTH MANAGERS, INC. reported 354 stock holdings with total value $1,560,635,377 as of Q4 2025. Top holdings included VONG, AAPL, AVGO, GOOGL, and STX.
Follow Filing Activity
Follow VALLEY WEALTH MANAGERS, INC. and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 04 Feb 2026, 13:37.
- Reported value moved from $1,512,778,245 to $1,560,635,377.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original FilingList of Other Managers Reporting for VALLEY WEALTH MANAGERS, INC.:
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| Valley National Bank | Morristown, NJ | 028-22712 |
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 354 | $1,560,635,377 | +$104,614,318 | -$89,574,370 | +$15,039,948 | VONG, AAPL, AVGO, GOOGL, STX | 13F-HR | 04 Feb 2026, 13:37 |
| Q3 2025 | 304 | $1,512,778,245 | +$113,225,470 | -$97,002,161 | +$16,223,309 | VONG, AAPL, AVGO, MSFT, STX | 13F-HR | 03 Nov 2025, 15:44 |
| Q2 2025 | 298 | $1,390,554,317 | +$99,925,650 | -$122,022,750 | -$22,097,100 | VONG, AVGO, AAPL, MSFT, ORCL | 13F-HR | 06 Aug 2025, 12:51 |
| Q1 2025 | 368 | $1,318,386,995 | +$146,566,093 | -$139,950,543 | +$6,615,550 | AAPL, VONG, MSFT, AMGN, PGR | 13F-HR | 07 May 2025, 11:53 |
| Q4 2024 | 400 | $1,337,996,267 | +$55,884,106 | -$69,558,486 | -$13,674,380 | AVGO, AAPL, VONG, MSFT, JBL | 13F-HR | 31 Jan 2025, 14:11 |
| Q3 2024 | 402 | $1,349,640,612 | +$111,969,811 | -$62,676,456 | +$49,293,355 | VONG, AAPL, AVGO, MSFT, ORCL | 13F-HR | 06 Nov 2024, 14:52 |
| Q2 2024 | 374 | $1,255,426,955 | +$83,527,869 | -$160,039,710 | -$76,511,841 | VONG, AAPL, AVGO, MSFT, ORCL | 13F-HR | 08 Aug 2024, 11:00 |
| Q1 2024 | 317 | $1,327,146,319 | +$61,693,854 | -$107,791,913 | -$46,098,059 | VONG, AVGO, AAPL, MSFT, DELL | 13F-HR | 03 May 2024, 14:21 |
| Q4 2023 | 335 | $1,282,378,863 | +$45,313,923 | -$75,204,314 | -$29,890,391 | VONG, AAPL, AVGO, MSFT, JBL | 13F-HR | 07 Feb 2024, 15:52 |
| Q3 2023 | 366 | $1,199,773,472 | +$192,297,938 | -$71,757,446 | +$120,540,492 | AAPL, VONG, AVGO, JBL, MSFT | 13F-HR | 09 Nov 2023, 12:43 |
| Q2 2023 | 335 | $1,113,438,568 | +$19,373,951 | -$54,210,390 | -$34,836,439 | AAPL, AVGO, MSFT, JBL, ORCL | 13F-HR | 28 Jul 2023, 10:34 |
| Q1 2023 | 354 | $1,099,464,560 | +$63,117,055 | -$45,913,058 | +$17,203,997 | AAPL, MSFT, AVGO, JBL, CSCO | 13F-HR | 03 May 2023, 12:32 |
| Q4 2022 | 360 | $1,077,019,312 | +$60,235,819 | -$85,852,644 | -$25,616,825 | AAPL, CVX, AVGO, MSFT, PFE | 13F-HR | 01 Feb 2023, 16:03 |
| Q3 2022 | 427 | $1,001,817,000 | +$87,137,140 | -$79,801,608 | +$7,335,532 | AAPL, MSFT, VRTX, CVS, CVX | 13F-HR | 09 Nov 2022, 15:29 |
| Q2 2022 | 433 | $1,068,165,000 | +$63,079,499 | -$64,081,598 | -$1,002,099 | AAPL, MSFT, NFG, VRTX, PFE | Restatement | 16 Nov 2022, 15:48 |
| Q1 2022 | 185 | $1,196,408,000 | +$35,954,215 | -$54,536,289 | -$18,582,074 | AAPL, MSFT, CVX, NFG, AVGO | 13F-HR | 02 May 2022, 15:41 |
| Q4 2021 | 191 | $1,246,734,000 | +$32,084,996 | -$55,927,884 | -$23,842,888 | AAPL, MSFT, AVGO, PFE, ACN | 13F-HR | 02 Feb 2022, 14:30 |
| Q3 2021 | 188 | $1,122,834,000 | +$28,631,008 | -$54,717,341 | -$26,086,333 | AAPL, MSFT, CSCO, ACN, GOOGL | 13F-HR | 01 Nov 2021, 09:49 |
| Q2 2021 | 199 | $1,182,378,000 | +$75,209,731 | -$68,886,236 | +$6,323,495 | AAPL, MSFT, CSCO, META, MS | 13F-HR | 03 Aug 2021, 10:22 |
| Q1 2021 | 164 | $1,112,987,000 | +$72,750,715 | -$65,581,372 | +$7,169,343 | AAPL, MSFT, MCHP, CSCO, AVGO | 13F-HR | 22 Apr 2021, 16:40 |
| Q4 2020 | 159 | $1,022,326,000 | +$88,988,540 | -$80,448,903 | +$8,539,637 | AAPL, MSFT, AVGO, MCHP, ACN | 13F-HR | 02 Feb 2021, 13:04 |
| Q3 2020 | 156 | $908,426,000 | +$103,073,806 | -$93,323,160 | +$9,750,646 | AAPL, MSFT, AMGN, AVGO, META | 13F-HR | 03 Nov 2020, 13:14 |
| Q2 2020 | 164 | $892,131,000 | +$87,408,394 | -$92,651,538 | -$5,243,144 | AAPL, MSFT, AMGN, CSCO, META | 13F-HR | 28 Jul 2020, 15:41 |
| Q1 2020 | 161 | $770,154,000 | +$55,257,218 | -$55,558,503 | -$301,285 | AAPL, MSFT, AMGN, VZ, CSCO | 13F-HR | 24 Apr 2020, 13:23 |
| Q4 2019 | 187 | $1,000,333,000 | +$36,081,772 | -$45,592,710 | -$9,510,938 | AAPL, AMGN, MSFT, CSCO, CDW | 13F-HR | 31 Jan 2020, 10:25 |
| Q3 2019 | 189 | $941,753,000 | +$71,418,104 | -$86,782,210 | -$15,364,106 | AAPL, CSCO, AMGN, VZ, WMT | 13F-HR | 01 Nov 2019, 16:38 |
| Q2 2019 | 193 | $942,092,000 | +$54,351,817 | -$56,409,740 | -$2,057,923 | AAPL, CSCO, JNJ, WMT, CDW | 13F-HR | 08 Aug 2019, 11:47 |
| Q1 2019 | 199 | $916,936,000 | +$129,891,250 | -$62,310,476 | +$67,580,774 | AAPL, CSCO, JNJ, VZ, UNP | 13F-HR | 09 May 2019, 15:06 |
| Q4 2018 | 167 | $765,249,000 | +$111,430,039 | -$94,121,664 | +$17,308,375 | AAPL, CSCO, JNJ, AMGN, VZ | 13F-HR | 08 Feb 2019, 16:25 |
| Q3 2018 | 116 | $846,313,000 | +$35,703,314 | -$59,953,391 | -$24,250,077 | AAPL, CSCO, COP, AMGN, ROST | 13F-HR | 26 Oct 2018, 15:44 |
| Q2 2018 | 119 | $819,164,000 | +$39,476,595 | -$54,435,128 | -$14,958,533 | AAPL, COP, MSFT, CSCO, CDW | 13F-HR | 02 Aug 2018, 10:06 |
| Q1 2018 | 119 | $822,219,000 | +$66,092,140 | -$54,241,124 | +$11,851,016 | AAPL, CSCO, MSFT, THG, PNC | 13F-HR | 27 Apr 2018, 16:44 |
| Q4 2017 | 122 | $831,291,000 | +$51,692,775 | -$72,223,306 | -$20,530,531 | AAPL, MSFT, WMT, CSCO, JNJ | 13F-HR | 24 Jan 2018, 11:41 |
| Q3 2017 | 119 | $795,372,000 | +$44,207,042 | -$29,532,270 | +$14,674,772 | AAPL, MSFT, MCHP, JNJ, CDW | 13F-HR | 30 Oct 2017, 12:33 |
| Q2 2017 | 125 | $746,310,000 | +$45,615,079 | -$66,309,105 | -$20,694,026 | AAPL, MSFT, JNJ, MCHP, CDW | 13F-HR | 13 Jul 2017, 14:31 |
| Q1 2017 | 203 | $753,204,000 | +$53,971,047 | -$28,926,143 | +$25,044,904 | AAPL, MSFT, MCHP, JNJ, CSCO | 13F-HR | 12 May 2017, 11:37 |
| Q4 2016 | 259 | $699,370,000 | +$52,336,841 | -$55,945,275 | -$3,608,434 | AAPL, MSFT, PNC, JNJ, MCHP | 13F-HR | 13 Feb 2017, 12:45 |
| Q3 2016 | 207 | $680,396,000 | +$35,854,447 | -$26,082,943 | +$9,771,504 | AAPL, MSFT, MCHP, JNJ, CSCO | 13F-HR | 09 Nov 2016, 14:09 |
| Q2 2016 | 207 | $656,123,000 | +$79,800,458 | -$31,336,772 | +$48,463,686 | AAPL, JNJ, DLR, INGR, ITC | 13F-HR | 05 Aug 2016, 14:36 |
| Q1 2016 | 111 | $592,141,000 | +$56,308,102 | -$38,380,546 | +$17,927,556 | MSFT, ITC, JNJ, THG, ACN | 13F-HR | 06 May 2016, 16:35 |
| Q4 2015 | 100 | $557,452,000 | +$28,597,501 | -$47,981,024 | -$19,383,523 | KR, MSFT, JNJ, ITC, AMGN | 13F-HR | 05 Feb 2016, 12:34 |
| Q3 2015 | 93 | $549,440,000 | +$41,807,916 | -$36,200,719 | +$5,607,197 | AAP, KR, AAPL, THG, MSFT | 13F-HR | 30 Oct 2015, 16:50 |
| Q2 2015 | 100 | $560,137,000 | +$39,094,030 | -$32,025,857 | +$7,068,173 | AAPL, COR, IAC, CVS, AAP | 13F-HR | 30 Jul 2015, 15:15 |
| Q1 2015 | 102 | $580,780,000 | +$50,304,162 | -$41,391,224 | +$8,912,938 | COR, KR, AAPL, AMGN, CVS | 13F-HR | 06 May 2015, 16:13 |
| Q4 2014 | 105 | $559,488,000 | +$45,636,510 | -$42,063,832 | +$3,572,678 | KR, COR, AAPL, AMGN, CVS | 13F-HR | 06 Feb 2015, 12:47 |
| Q3 2014 | 103 | $522,271,000 | +$14,380,251 | -$16,655,114 | -$2,274,863 | AAPL, JNJ, COR, KR, MSFT | 13F-HR | 05 Nov 2014, 10:53 |
| Q2 2014 | 109 | $526,372,000 | +$55,055,298 | -$34,238,219 | +$20,817,079 | HAL, AAPL, COR, IAC, JNJ | 13F-HR | 04 Aug 2014, 15:37 |
| Q1 2014 | 103 | $500,738,000 | +$40,037,889 | -$36,583,293 | +$3,454,596 | PL, IAC, FMC, WFC, JNJ | 13F-HR | 07 May 2014, 14:48 |
| Q4 2013 | 100 | $486,886,000 | $0 | $0 | $0 | PL, IAC, COR, FMC, BLK | 13F-HR | 07 Feb 2014, 15:31 |