Central Valley Advisors, LLC Portfolio Holdings

Central Valley Advisors, LLC

  • $335 Billion
  • Q4 2025

Central Valley Advisors, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $335 Billion distributed in 181 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.2B, Innovator Etfs Trust with a value of $14.1B, Vanguard Russell 2000 ETF with a value of $13.8B, Vanguard Index Fds S&P 500 ETF with a value of $13.2B, and Innovator Etfs Trust with a value of $11.8B.

Examining the 13F form we can see an increase of $11.8B in the current position value, from $323B to 335B.

Central Valley Advisors, LLC is based out at Sacramento, CA

Below you can find more details about Central Valley Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $335 Billion
ETFs: $144 Billion
Technology: $40.1 Billion
Financial Services: $17.8 Billion
Communication Services: $14.2 Billion
Consumer Cyclical: $14.2 Billion
Industrials: $9.89 Billion
Energy: $8.8 Billion
Consumer Defensive: $8.8 Billion
Other: $16.5 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$225 Million 0.07% of portfolio
4,392
Q2 2025 New
$0
$223 Million 0.07% of portfolio
2,091
Q4 2025 Added 4.24%
$0
$214 Million 0.06% of portfolio
3,307
Q1 2025 New
$0
$205 Million 0.06% of portfolio
707
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $335 Billion
  • Prior Value $323 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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