VALLEY WEALTH MANAGERS, INC.

Q3 2025 13F Holdings

  • Location
    paramus, NJ
  • Num holdings

    312

  • Value ($000)

    $1,512,779

  • Date Filed
    11/03/2025
  • Form type
    13F-HR
  • CIK
    0000924166
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
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Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VONG
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MSFT
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3 %

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STX
STX

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STOCK
G7997R103
$33.03 M
2 %

139,915

GOOGL
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ALPHABET INC CAP STK CL A

STOCK
02079K305
$32.96 M
2 %

135,584

AIQ
AIQ

GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF

ETF
37954Y632
$31.79 M
2 %

643,556

---

MORGAN STANLEY COM NEW

STOCK
617446448
$31.08 M
2 %

195,498

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219350105
$31.05 M
2 %

378,520

TPR
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TAPESTRY INC COM

STOCK
876030107
$29.58 M
2 %

261,239

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