StockDriftsStockDriftsTop 50 Central Valley Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTWO | VANGUARD SCOTTSDALE FDS | 4.25% | 136.5K | $16.6M | -2.06%(-2.87K) | $89.34(+36.25%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.02% | 54.1K | $15.7M | -5.89%(-3.39K) | $193.66(+58.36%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.01% | 22.8K | $15.6M | +0.31%(+70) | $537.33(+32.33%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.83% | 178.2K | $14.9M | new | $78.25(+9.01%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.76% | 182.2K | $14.7M | +1.31%(+2.36K) | $71.95(+15.39%) | 2026-06-30 | |
| QBUF | INNOVATOR ETFS TRUST | 3.38% | 428.1K | $13.2M | +0.09%(+398) | $26.20(+17.57%) | 2026-06-30 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 2.81% | 538.9K | $11.0M | -0.51%(-2.76K) | $20.29(+0.30%) | 2026-06-30 | |
| BSCV | INVESCO EXCH TRD SLF IDX FD | 2.79% | 663.4K | $10.9M | +3.92%(+25.02K) | $16.60(-1.91%) | 2026-06-30 | |
| BALT | INNOVATOR ETFS TRUST | 2.76% | 314.0K | $10.8M | -0.63%(-2.00K) | $31.18(+11.24%) | 2026-06-30 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 2.76% | 548.2K | $10.8M | -0.46%(-2.55K) | $19.56(+0.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +48.59% |
| Top 20 Holdings Unweighted | — | — | — | — | +54.15% |
Central Valley Advisors LLC reports $389.89M in US-listed equity holdings across 193 positions in its most recent 13F filing. Its largest disclosed positions are VTWO (4.3%), AAPL (4.0%) and VOO (4.0%). The top 20 holdings account for 52.81% of reported assets. Its disclosed equity book has returned +48.59% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Central Valley Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010698). View Central Valley Advisors LLC’s 13F filings on SEC