VALLEY WEALTH MANAGERS, INC.
All 13F Filings
- Location
- Paramus, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,560,636
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/4/2026 | 359 | 1,560,636 | 13F-HR | VALLEY WEALTH MANAGERS, INC. |
| Q3 2025 | 11/3/2025 | 312 | 1,512,779 | 13F-HR | VALLEY WEALTH MANAGERS, INC. |
| Q2 2025 | 8/6/2025 | 306 | 1,390,555 | 13F-HR | VALLEY WEALTH MANAGERS, INC. |
| Q2 2014 | 8/4/2014 | 111 | 526,372 | 13F-HR | HALLMARK CAPITAL MANAGEMENT INC |
| Q1 2014 | 5/7/2014 | 104 | 500,738 | 13F-HR | HALLMARK CAPITAL MANAGEMENT INC |
| Q4 2013 | 2/7/2014 | 101 | 486,886 | 13F-HR | HALLMARK CAPITAL MANAGEMENT INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.234 M | 79.1% | 41.27 K | 0 | 41.27 K |
| ETFs | 326.2 K | 20.9% | 6.59 K | 0 | 6.59 K |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
1,560,636
Holdings
359
QoQ value change ($000)
47,857
(3.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.