Valley Wealth Managers Reports Over $1.39 Billion in Assets Under Management
Affiliated with Valley National Bank, the firm’s latest disclosures reflect a diverse investment portfolio across 491 positions.
August 07, 2025
Valley Wealth Managers 13F Shows Robust Asset Base, Diverse Holdings
Valley Wealth Managers, Inc. reported $1.39 billion in assets under management for the quarter ending June 30, 2025. In its most recent SEC disclosure, the Paramus-based firm shared details on 491 equity positions, giving investors and market observers a closer look at the scope of its holdings.
This update was filed as part of a combination report —some of the positions fall under Valley Wealth Managers, while others are reported by its affiliate, Valley National Bank. That shared reporting structure reflects a broader investment approach that likely incorporates coordination across platforms.
The form was signed by Portfolio Analyst Caterina A. Castellano on August 6, affirming that the submission met all reporting requirements and included complete information.
While the 13F only covers equities and similar securities—excluding cash, bonds, and private assets—it still offers insight into the firm's investment mix. With nearly 500 line items, the report signals a portfolio built around broad diversification. Based on typical reporting patterns, the firm’s holdings are likely spread across sectors like:
- Technology
- Healthcare
- Financials
- Industrials
Valley Wealth Managers’ relationship with Valley National Bank adds another layer of operational scale, likely supporting a mix of institutional and retail client strategies. For investors tracking institutional activity, this disclosure gives a useful snapshot of how the firm was positioned mid-year—and hints at how it might be adapting going forward.
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