13F Insight
DOSSIER · 13F-HR · Q4 2025

VALLEY WEALTH MANAGERS, INC.

VALLEY WEALTH MANAGERS's holding co. based in Greenwich, CT — $1.6B in tracked AUM across 584 positions as of Q4 2025.

VW
VALLEY WEALTH MANAGERS·Greenwich, CT·Holding Co.
CIK 0000924166 · last filed Dec 31, 2025
Total AUM
$1.6B
▲ 8.9%
vs prior
Holdings
584
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
26% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

VALLEY WEALTH MANAGERS, INC. filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
$58M477K3.7%
02
AAPL
APPLE INC COM
$52M193K3.4%
03
AVGO
BROADCOM INC COM
$47M136K3.0%
04
GOOGL
ALPHABET INC CAP STK CL A
$41M130K2.6%
05
G7997R103
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
$36M132K2.3%
06
MSFT
MICROSOFT CORP COM
$36M75K2.3%
07
MS
MORGAN STANLEY COM NEW
$34M194K2.2%
08
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
$33M651K2.1%
09
TPR
TAPESTRY INC COM
$33M258K2.1%
10
GLW
CORNING INC COM
$32M365K2.0%

Filing history

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