Institutions / Central Valley Advisors, LLC

Central Valley Advisors, LLC

CIK 2010698 · Institution · as of Dec 31, 2025

Portfolio value

$334.72M

Positions

150

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 150 →

Company	Class	Value	Shares	% of portfolio
Apple Inc.	—	$14.25M	52,406	4.3%
Innovator Etfs Trust	—	$14.05M	431,379	4.2%
Vanguard Scottsdale Fds	—	$13.76M	138,261	4.1%
Vanguard Index Fds	—	$13.18M	21,015	3.9%
Innovator Etfs Trust	—	$11.80M	402,580	3.5%
Innovator Etfs Trust	—	$10.68M	318,575	3.2%
Invesco Exch Trd Slf Idx Fd	—	$10.17M	493,899	3.0%
Invesco Exch Trd Slf Idx Fd	—	$10.08M	510,479	3.0%
Invesco Exch Trd Slf Idx Fd	—	$10.05M	533,784	3.0%
Invesco Exch Trd Slf Idx Fd	—	$9.36M	553,025	2.8%
Invesco Exch Trd Slf Idx Fd	—	$9.30M	557,146	2.8%
Microsoft Corp	—	$8.90M	18,410	2.7%
iShares Tr	—	$7.59M	16,035	2.3%
NVIDIA Corp	—	$7.03M	37,719	2.1%
JPMorgan Chase & Co	—	$6.66M	20,666	2.0%
Alphabet Inc.	—	$6.05M	19,322	1.8%
SPDR S&P 500 ETF Tr	—	$5.81M	8,517	1.7%
Amazon.com Inc	—	$4.96M	21,479	1.5%
Invesco Exch Trd Slf Idx Fd	—	$4.40M	190,186	1.3%
Invesco Exch Trd Slf Idx Fd	—	$4.40M	187,322	1.3%
Invesco Exch Trd Slf Idx Fd	—	$4.36M	184,260	1.3%
Invesco Exch Trd Slf Idx Fd	—	$4.04M	191,219	1.2%
Invesco Exch Trd Slf Idx Fd	—	$4.03M	183,115	1.2%
Meta Platforms Inc	—	$3.95M	5,989	1.2%
Newmont Corp	—	$3.72M	37,259	1.1%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.