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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$14.2 Billion 4.26% of portfolio
52,406
Q4 2025 Added 0.99%
$3.78T
$8.9 Billion 2.66% of portfolio
18,410
Q4 2025 Reduced 1.21%
$465B
$7.03 Billion 2.1% of portfolio
37,719
Q4 2025 Reduced 0.68%
$881B
$6.66 Billion 1.99% of portfolio
20,666
Q4 2025 Reduced 3.52%
$1.65T
$6.05 Billion 1.81% of portfolio
19,322
Q4 2025 Added 0.32%
$2.39T
$4.96 Billion 1.48% of portfolio
21,479
Q4 2025 Added 1.38%
$1.37T
$3.95 Billion 1.18% of portfolio
5,989
Q4 2025 Added 1.56%
$69.1B
$3.72 Billion 1.11% of portfolio
37,259
Q4 2025 Added 0.76%
$279B
$3.61 Billion 1.08% of portfolio
32,399
Q4 2025 Reduced 3.6%
$3.47B
$3.34 Billion 1.0% of portfolio
174,304
Q4 2025 Added 2.76%
$533B
$3.28 Billion 0.98% of portfolio
9,347
Q4 2025 Reduced 2.59%
$367B
$2.98 Billion 0.89% of portfolio
8,665
Q4 2025 Reduced 3.09%
-
$2.85 Billion 0.85% of portfolio
-
Q3 2025 Added 26.36%
$27B
$2.81 Billion 0.84% of portfolio
10,741
Q4 2025 Added 1.94%
$224B
$2.82 Billion 0.84% of portfolio
9,232
Q4 2025 Added 3.74%
$96.9B
$2.76 Billion 0.83% of portfolio
7,102
Q4 2025 Reduced 4.14%
$235B
$2.63 Billion 0.78% of portfolio
24,947
Q4 2025 Added 4.54%
$123B
$2.34 Billion 0.7% of portfolio
7,506
Q4 2025 Reduced 3.95%
$114B
$2.23 Billion 0.67% of portfolio
27,919
Q4 2025 Added 4.41%
$70.2B
$2.01 Billion 0.6% of portfolio
62,767
Q4 2025 Added 7.26%
$237B
$1.97 Billion 0.59% of portfolio
7,432
Q4 2025 Reduced 3.53%
$404B
$1.94 Billion 0.58% of portfolio
2,254
Q4 2025 Added 0.67%
$12.2B
$1.94 Billion 0.58% of portfolio
8,714
Q4 2025 Added 7.24%
$104B
$1.93 Billion 0.58% of portfolio
33,437
Q4 2025 Added 6.12%
$136B
$1.94 Billion 0.58% of portfolio
8,382
Q4 2025 Reduced 4.49%
$84.9B
$1.89 Billion 0.56% of portfolio
11,668
Q4 2025 Reduced 3.89%
$139B
$1.86 Billion 0.56% of portfolio
5,368
Q4 2025 Reduced 0.07%
$1.29T
$1.8 Billion 0.54% of portfolio
4,007
Q3 2025 Added 6.65%
$25.4B
$1.76 Billion 0.53% of portfolio
26,196
Q4 2025 Added 7.2%
$1.62B
$1.7 Billion 0.51% of portfolio
63,639
Q4 2025 Added 5.67%
$413B
$1.7 Billion 0.51% of portfolio
30,889
Q3 2025 Added 19.86%
$1.74T
$1.71 Billion 0.51% of portfolio
5,441
Q4 2025 Reduced 6.21%
$49.1B
$1.5 Billion 0.45% of portfolio
16,023
Q4 2025 Added 1,015.81%
$12.6B
$1.48 Billion 0.44% of portfolio
177,313
Q4 2025 Added 10.36%
$300B
$1.22 Billion 0.37% of portfolio
3,707
Q4 2025 Reduced 3.44%
$522B
$885 Million 0.26% of portfolio
4,275
Q4 2025 Added 17.77%
$490B
$810 Million 0.24% of portfolio
6,734
Q4 2025 Added 0.15%
-
$757 Million 0.23% of portfolio
-
Q4 2023 New
$1.98B
$734 Million 0.22% of portfolio
5,352
Q3 2024 New
$328B
$719 Million 0.21% of portfolio
2,334
Q4 2025 Reduced 0.04%
$342B
$683 Million 0.2% of portfolio
3,845
Q4 2025 Reduced 7.68%
$268B
$675 Million 0.2% of portfolio
2,366
Q4 2025 Reduced 15.17%
$662B
$684 Million 0.2% of portfolio
1,361
Q4 2025 Added 21.3%
$85.9B
$611 Million 0.18% of portfolio
2,779
Q3 2025 Reduced 4.57%
$291B
$561 Million 0.17% of portfolio
979
Q4 2025 Reduced 5.14%
$346B
$570 Million 0.17% of portfolio
3,977
Q4 2025 Added 4.3%
$319B
$491 Million 0.15% of portfolio
6,370
Q4 2025 Added 0.65%
$266B
$503 Million 0.15% of portfolio
1,697
Q3 2025 Reduced 0.7%
$114B
$466 Million 0.14% of portfolio
2,147
Q4 2025 Reduced 4.32%

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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