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Central Valley Advisors, Llc

Portfolio Manager
Central Valley Advisors, Llc
Performance
-3.96% (2026 Q1)
AUM (13F)
$366.49M
# of Holdings
187
Performance Rank
Allocation (Top 20)
52.42%

Central Valley Advisors, Llc Holdings Map

Top 50 Central Valley Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
3.98%57.5K$14.6M
+9.79%(+5.13K)
2025-Q1: 48.2K shares2025-Q2: 48.6K shares2025-Q3: 51.9K shares2025-Q4: 52.4K shares2026-Q1: 57.5K shares
$193.50(+46.86%)
2026-03-31
ZALT
INNOVATOR ETFS TRUST
3.87%437.2K$14.2M
+1.34%(+5.78K)
2025-Q1: 419.1K shares2025-Q2: 425.5K shares2025-Q3: 426.5K shares2025-Q4: 431.4K shares2026-Q1: 437.2K shares
$29.61(+13.04%)
2026-03-31
VTWO
VANGUARD SCOTTSDALE FDS
3.81%139.4K$14.0M
+0.79%(+1.09K)
2025-Q1: 133.1K shares2025-Q2: 136.4K shares2025-Q3: 136.6K shares2025-Q4: 138.3K shares2026-Q1: 139.4K shares
$89.34(+27.82%)
2026-03-31
VOO
VANGUARD INDEX FDS
3.7%22.7K$13.6M
+8.08%(+1.70K)
2025-Q1: 11.9K shares2025-Q2: 20.7K shares2025-Q3: 21.0K shares2025-Q4: 21.0K shares2026-Q1: 22.7K shares
$537.03(+23.89%)
2026-03-31
VO
VANGUARD INDEX FDS
3.52%45.0K$12.9M
+6258.13%(+44.24K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 707 shares2025-Q4: 707 shares2026-Q1: 45.0K shares
$71.91(+8.06%)
2026-03-31
QBUF
INNOVATOR ETFS TRUST
3.41%427.7K$12.5M
+6.24%(+25.11K)
2025-Q1: 383.5K shares2025-Q2: 393.0K shares2025-Q3: 395.0K shares2025-Q4: 402.6K shares2026-Q1: 427.7K shares
$26.19(+16.19%)
2026-03-31
BSCS
INVESCO EXCH TRD SLF IDX FD
3.02%541.7K$11.1M
+9.67%(+47.76K)
2025-Q1: 438.0K shares2025-Q2: 465.4K shares2025-Q3: 470.7K shares2025-Q4: 493.9K shares2026-Q1: 541.7K shares
$20.29(+0.62%)
2026-03-31
BSCR
INVESCO EXCH TRD SLF IDX FD
2.95%550.8K$10.8M
+7.89%(+40.28K)
2025-Q1: 450.7K shares2025-Q2: 480.8K shares2025-Q3: 485.1K shares2025-Q4: 510.5K shares2026-Q1: 550.8K shares
$19.56(+0.42%)
2026-03-31
BSCT
INVESCO EXCH TRD SLF IDX FD
2.94%578.2K$10.8M
+8.31%(+44.37K)
2025-Q1: 476.4K shares2025-Q2: 505.7K shares2025-Q3: 510.6K shares2025-Q4: 533.8K shares2026-Q1: 578.2K shares
$18.49(+0.83%)
2026-03-31
BSCU
INVESCO EXCH TRD SLF IDX FD
2.91%637.3K$10.7M
+15.23%(+84.24K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 522.4K shares2025-Q4: 553.0K shares2026-Q1: 637.3K shares
$16.84(-0.78%)
2026-03-31

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