# EDGAR Filing Document

**Accession Number:** 0000773373
**File Stem:** 0000773373-26-000003
**Filing Date:** 2026-3
**Character Count:** 2571
**Document Hash:** 90a1c94688d8a0dddeb72c54272f1e1e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000773373-26-000003.hdr.sgml**: 20260324

**ACCESSION NUMBER**: 0000773373-26-000003

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260324

**DATE AS OF CHANGE**: 20260324

**EFFECTIVENESS DATE**: 20260324

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** VALLEY NATIONAL INVESTMENTS, INC.
- **CENTRAL INDEX KEY:** 0000773373

**ORGANIZATION NAME:**
- **EIN:** 232352181
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-34427
- **FILM NUMBER:** 26785828

**BUSINESS ADDRESS:**
- **STREET 1:** 1655 VALLEY CENTER PARKWAY
- **STREET 2:** SUITE 100
- **CITY:** BETHLEHEM
- **STATE:** PA
- **ZIP:** 18017
- **BUSINESS PHONE:** 610-868-9000

**MAIL ADDRESS:**
- **STREET 1:** 1655 VALLEY CENTER PARKWAY
- **STREET 2:** SUITE 100
- **CITY:** BETHLEHEM
- **STATE:** PA
- **ZIP:** 18017

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** VALLEY NATIONAL INVESTMENTS INC                         /BD
- **DATE OF NAME CHANGE:** 20020612

### Attached PDF Documents

**Attachment 1:** `vnipublic.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000773373

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** VALLEY NATIONAL INVESTMENTS, INC.

**Business Address:** 1655 VALLEY CENTER PARKWAY, SUITE 100, BETHLEHEM, PA, 18017

**Contact Person:** Matthew E Petrozelli

**Contact Phone:** 610-868-9000

### Independent Public Accountant Identification

**Accountant Name:** Berkower LLC

**Accountant Address:** 517 Route One South, Suite 4103, Iselin, NJ, 08830

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Matthew E. Petrozelli**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **VALLEY NATIONAL INVESTMENTS, INC.**, as of **12-31-2025**, are true and correct.

**Signature:** Matthew E Petrozelli

**Title:** CEO