CENTRAL VALLEY ADVISORS, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2010698
Institutional-grade research for retail investors
13F Reported Value
ⓘ$366.5M
Holdings
187
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
CENTRAL VALLEY ADVISORS, LLC disclosed 187 positions worth $366.5M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 4.0% of the equity portfolio. During the quarter the fund opened 21 new positions and exited 1 — including a new stake in $TRN and a full exit from $ENOV. The portfolio is most concentrated in Other (41.4% of disclosed assets). All figures are sourced directly from CENTRAL VALLEY ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 2010698.
AI Fund Analysis
Stable
$AAPL4.0% weight
Held 6 quarters
INNOVATOR ETFS TRUST
3.9% weight
Held 6 quarters
VANGUARD SCOTTSDALE FDS
3.8% weight
Held 6 quarters
VANGUARD INDEX FDS
3.7% weight
Held 6 quarters
INNOVATOR ETFS TRUST
3.4% weight
Held 6 quarters
INNOVATOR ETFS TRUST
5 quarters accumulating
VANGUARD SCOTTSDALE FDS
5 quarters accumulating
INNOVATOR ETFS TRUST
5 quarters accumulating
$IVZ5 quarters accumulating
$IVZ5 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryEnergyIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$14.6M57,537 sh INNOVATOR ETFS TRUST
—Quality
$14.2M437,158 shVANGUARD SCOTTSDALE FDS
—Quality
$14.0M139,356 shVANGUARD INDEX FDS
—Quality
$13.6M22,713 shVANGUARD INDEX FDS
—Quality
$12.9M44,952 shINNOVATOR ETFS TRUST
—Quality
$12.5M427,688 sh- —
Quality
$11.1M541,660 sh - —
Quality
$10.8M550,755 sh - —
Quality
$10.8M578,153 sh - —
Quality
$10.7M637,269 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $14.6M | 57,537 |
| INNOVATOR ETFS TRUST | — | $14.2M | 437,158 |
| VANGUARD SCOTTSDALE FDS | — | $14.0M | 139,356 |
| VANGUARD INDEX FDS | — | $13.6M | 22,713 |
| VANGUARD INDEX FDS | — | $12.9M | 44,952 |
| INNOVATOR ETFS TRUST | — | $12.5M | 427,688 |
| Invesco Ltd.$IVZ | — | $11.1M | 541,660 |
| Invesco Ltd.$IVZ | — | $10.8M | 550,755 |
| Invesco Ltd.$IVZ | — | $10.8M | 578,153 |
| Invesco Ltd.$IVZ | — | $10.7M | 637,269 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CENTRAL VALLEY ADVISORS, LLC's 187 positions.
Showing top 10 of 187 holdings.
Sector Allocation
Other
$151.6M
Financials
$95.3M
Technology
$53.0M
Consumer Discretionary
$20.1M
Energy
$13.0M
Industrials
$9.3M
Materials
$7.8M
Healthcare
$4.5M
Full Holdings — CENTRAL VALLEY ADVISORS, LLC (Q1 2026)
All 187 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $14.6M | 4.0% | +10% | 76.1 |
| 2 | — | INNOVATOR ETFS TRUST | $14.2M | 3.9% | +1% | — |
| 3 | — | VANGUARD SCOTTSDALE FDS | $14.0M | 3.8% | +1% | — |
| 4 | — | VANGUARD INDEX FDS | $13.6M | 3.7% | +8% | — |
| 5 | — | VANGUARD INDEX FDS | $12.9M | 3.5% | +6258% | — |
| 6 | — | INNOVATOR ETFS TRUST | $12.5M | 3.4% | +6% | — |
| 7 | $IVZ | Invesco Ltd. | $11.1M | 3.0% | +10% | — |
| 8 | $IVZ | Invesco Ltd. | $10.8M | 3.0% | +8% | — |
| 9 | $IVZ | Invesco Ltd. | $10.8M | 2.9% | +8% | — |
| 10 | $IVZ | Invesco Ltd. | $10.7M | 2.9% | +15% | — |
| 11 | — | INNOVATOR ETFS TRUST | $10.6M | 2.9% | -1% | — |
| 12 | $IVZ | Invesco Ltd. | $10.5M | 2.9% | +15% | — |
| 13 |  $MSFT | MICROSOFT CORP | $7.3M | 2.0% | +7% | 83.7 |
| 14 |  $NVDA | NVIDIA CORP | $7.1M | 1.9% | +7% | 90.2 |
| 15 | — | ISHARES TR | $6.8M | 1.9% | -0% | — |
| 16 |  $GOOG | Alphabet Inc. | $5.7M | 1.6% | +3% | 80.2 |
| 17 |  $SPY | SPDR S&P 500 ETF TRUST | $5.6M | 1.5% | +1% | — |
| 18 |  $AMZN | AMAZON COM INC | $5.1M | 1.4% | +13% | 74.6 |
| 19 |  $JPM | JPMORGAN CHASE & CO | $4.3M | 1.2% | -30% | 35.6 |
| 20 |  $PAGP | PLAINS GP HOLDINGS LP | $4.3M | 1.2% | +1% | 52.9 |
| 21 |  $NEM | NEWMONT Corp /DE/ | $4.2M | 1.1% | +3% | 88.3 |
| 22 |  $CVX | CHEVRON CORP | $4.1M | 1.1% | +15% | 54.7 |
| 23 | $IVZ | Invesco Ltd. | $4.1M | 1.1% | -7% | — |
| 24 | $IVZ | Invesco Ltd. | $4.1M | 1.1% | -7% | — |
| 25 | $IVZ | Invesco Ltd. | $4.0M | 1.1% | -8% | — |
| 26 | $IVZ | Invesco Ltd. | $3.9M | 1.1% | -1% | — |
| 27 | $IVZ | Invesco Ltd. | $3.9M | 1.1% | -1% | — |
| 28 |  $META | Meta Platforms, Inc. | $3.6M | 1.0% | +6% | 80.9 |
| 29 | — | INNOVATOR ETFS TRUST | $3.5M | 1.0% | -0% | — |
| 30 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.3M | 0.9% | +404% | 64.5 |
| 31 |  $MCD | MCDONALDS CORP | $3.2M | 0.9% | +11% | 73.9 |
| 32 | — | INNOVATOR ETFS TRUST | $3.1M | 0.8% | +13% | — |
| 33 |  $WMT | Walmart Inc. | $3.0M | 0.8% | -24% | 63.2 |
| 34 | — | INNOVATOR ETFS TRUST | $3.0M | 0.8% | -2% | — |
| 35 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $3.0M | 0.8% | +24% | 66.4 |
| 36 | — | ISHARES TR | $2.8M | 0.8% | +4% | — |
| 37 |  $RIO | RIO TINTO PLC | $2.8M | 0.8% | +8% | — |
| 38 | — | INNOVATOR ETFS TRUST | $2.8M | 0.8% | -0% | — |
| 39 |  $MO | ALTRIA GROUP, INC. | $2.7M | 0.8% | +24% | 72.1 |
| 40 | — | INNOVATOR ETFS TRUST | $2.7M | 0.7% | +11% | — |
| 41 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.6M | 0.7% | +15% | 67 |
| 42 |  $RGLD | ROYAL GOLD INC | $2.6M | 0.7% | +16% | 79.4 |
| 43 | — | INNOVATOR ETFS TRUST | $2.4M | 0.7% | +17% | — |
| 44 |  $FSLR | FIRST SOLAR, INC. | $2.4M | 0.7% | +15% | 73.8 |
| 45 |  $NFLX | NETFLIX INC | $2.4M | 0.6% | +53% | 86.7 |
| 46 | — | INNOVATOR ETFS TRUST | $2.3M | 0.6% | -2% | — |
| 47 |  $ES | EVERSOURCE ENERGY | $2.3M | 0.6% | +28% | 67 |
| 48 |  $TRN | TRINITY INDUSTRIES INC | $2.2M | 0.6% | NEW | 47.5 |
| 49 |  $AMCR | Amcor plc | $2.2M | 0.6% | -69% | — |
| 50 |  $AVGO | Broadcom Inc. | $2.1M | 0.6% | +29% | 86.4 |
| 51 | — | INNOVATOR ETFS TRUST | $2.1M | 0.6% | -0% | — |
| 52 |  $HD | HOME DEPOT, INC. | $2.1M | 0.6% | +0% | 69.2 |
| 53 | — | INNOVATOR ETFS TRUST | $2.0M | 0.6% | -0% | — |
| 54 | — | INNOVATOR ETFS TRUST | $2.0M | 0.6% | -0% | — |
| 55 | — | INNOVATOR ETFS TRUST | $2.0M | 0.5% | -1% | — |
| 56 |  $V | VISA INC. | $2.0M | 0.5% | -31% | 83.5 |
| 57 | $HD | HOME DEPOT, INC. | $1.9M | 0.5% | -32% | 69.2 |
| 58 |  $GOOGL | Alphabet Inc. | $1.9M | 0.5% | +23% | 80.2 |
| 59 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.8M | 0.5% | -1% | — |
| 60 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.7M | 0.5% | +14% | 68.4 |
| 61 |  $PLTR | Palantir Technologies Inc. | $1.6M | 0.4% | +182% | 85.8 |
| 62 |  $TSLA | Tesla, Inc. | $1.6M | 0.4% | +5% | 50.1 |
| 63 |  $TT | Trane Technologies plc | $1.6M | 0.4% | -47% | — |
| 64 |  $CB | Chubb Ltd | $1.4M | 0.4% | -45% | — |
| 65 |  $WT | WisdomTree, Inc. | $1.3M | 0.3% | -4% | 62.9 |
| 66 |  $UNP | UNION PACIFIC CORP | $1.2M | 0.3% | -39% | 74 |
| 67 |  $XOM | EXXON MOBIL CORP | $1.2M | 0.3% | +8% | 61.8 |
| 68 |  $JNJ | JOHNSON & JOHNSON | $1.0M | 0.3% | -4% | 72.8 |
| 69 |  $ICE | Intercontinental Exchange, Inc. | $935,551 | 0.3% | -49% | 73.8 |
| 70 |  $CRM | Salesforce, Inc. | $871,593 | 0.2% | -37% | 75.2 |
| 71 |  $CLX | CLOROX CO /DE/ | $868,048 | 0.2% | NEW | 63.5 |
| 72 |  $NHC | NATIONAL HEALTHCARE CORP | $854,714 | 0.2% | +0% | 71.2 |
| 73 | — | ISHARES TR | $817,267 | 0.2% | +22% | — |
| 74 |  $MU | MICRON TECHNOLOGY INC | $810,139 | 0.2% | +1% | 88.4 |
| 75 | — | PROSHARES TR | $806,187 | 0.2% | +0% | — |
| 76 | — | ISHARES TR | $769,669 | 0.2% | -2% | — |
| 77 |  $GE | GENERAL ELECTRIC CO | $730,642 | 0.2% | +10% | 74.8 |
| 78 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $726,553 | 0.2% | +77% | 66.7 |
| 79 |  $CSCO | CISCO SYSTEMS, INC. | $710,109 | 0.2% | +44% | 72.3 |
| 80 | — | INNOVATOR ETFS TRUST | $708,956 | 0.2% | +9% | — |
| 81 |  $CAT | CATERPILLAR INC | $692,164 | 0.2% | -0% | 67.8 |
| 82 | — | INNOVATOR ETFS TRUST | $681,165 | 0.2% | +8% | — |
| 83 |  $T | AT&T INC. | $670,946 | 0.2% | +101% | 71.9 |
| 84 | — | INNOVATOR ETFS TRUST | $663,522 | 0.2% | +15% | — |
| 85 | — | INNOVATOR ETFS TRUST | $658,573 | 0.2% | +4% | — |
| 86 | — | INNOVATOR ETFS TRUST | $658,023 | 0.2% | -0% | — |
| 87 | — | INNOVATOR ETFS TRUST | $655,037 | 0.2% | +30% | — |
| 88 | — | VANGUARD INDEX FDS | $654,786 | 0.2% | +372% | — |
| 89 | — | INNOVATOR ETFS TRUST | $651,751 | 0.2% | -0% | — |
| 90 | — | INNOVATOR ETFS TRUST | $644,390 | 0.2% | -0% | — |
| 91 | — | INNOVATOR ETFS TRUST | $639,975 | 0.2% | -0% | — |
| 92 | — | INNOVATOR ETFS TRUST | $636,384 | 0.2% | +0% | — |
| 93 | — | INNOVATOR ETFS TRUST | $635,914 | 0.2% | +0% | — |
| 94 | — | INNOVATOR ETFS TRUST | $627,459 | 0.2% | +0% | — |
| 95 |  $PG | PROCTER & GAMBLE Co | $622,206 | 0.2% | +8% | 72.9 |
| 96 | — | ISHARES TR | $620,094 | 0.2% | +21% | — |
| 97 | — | VANGUARD SPECIALIZED FUNDS | $610,162 | 0.2% | +3% | — |
| 98 |  $VZ | VERIZON COMMUNICATIONS INC | $609,530 | 0.2% | +49% | 71.6 |
| 99 | — | ISHARES TR | $607,718 | 0.2% | -4% | — |
| 100 |  $BA | BOEING CO | $601,209 | 0.2% | +41% | 51.8 |
| 101 | — | VANECK ETF TRUST | $599,238 | 0.2% | NEW | — |
| 102 |  $WM | WASTE MANAGEMENT INC | $595,785 | 0.2% | -7% | 70.7 |
| 103 | — | SPDR SERIES TRUST | $592,311 | 0.2% | +273% | — |
| 104 | — | PROSHARES TR | $585,600 | 0.2% | +0% | — |
| 105 | — | INNOVATOR ETFS TRUST | $584,763 | 0.2% | +0% | — |
| 106 | — | DIMENSIONAL ETF TRUST | $575,634 | 0.2% | NEW | — |
| 107 |  $UNH | UNITEDHEALTH GROUP INC | $571,505 | 0.2% | -43% | 66.8 |
| 108 |  $GEV | GE Vernova Inc. | $561,461 | 0.1% | +13% | 70.1 |
| 109 | — | VANGUARD BD INDEX FDS | $559,633 | 0.1% | NEW | — |
| 110 | — | ISHARES TR | $555,707 | 0.1% | +69% | — |
| 111 | — | INNOVATOR ETFS TRUST | $537,841 | 0.1% | +0% | — |
| 112 | — | ISHARES TR | $515,309 | 0.1% | +72% | — |
| 113 | $IVZ | Invesco Ltd. | $501,409 | 0.1% | +0% | — |
| 114 | — | ISHARES TR | $500,237 | 0.1% | +56% | — |
| 115 | — | ISHARES TR | $479,889 | 0.1% | +42% | — |
| 116 | — | VANGUARD WORLD FD | $473,754 | 0.1% | NEW | — |
| 117 | $IVZ | Invesco Ltd. | $465,222 | 0.1% | -44% | — |
| 118 | — | VANGUARD WORLD FD | $458,326 | 0.1% | NEW | — |
| 119 | — | FIRST TR EXCHNG TRADED FD VI | $447,786 | 0.1% | -2% | — |
| 120 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $440,011 | 0.1% | +5% | — |
| 121 | — | ISHARES TR | $438,685 | 0.1% | +185% | — |
| 122 | — | ISHARES TR | $431,321 | 0.1% | -16% | — |
| 123 |  $BLK | BlackRock, Inc. | $429,670 | 0.1% | +25% | 70.3 |
| 124 |  $JCI | Johnson Controls International plc | $419,040 | 0.1% | -0% | — |
| 125 |  $NHI | NATIONAL HEALTH INVESTORS INC | $418,936 | 0.1% | +0% | 68.3 |
| 126 | — | INNOVATOR ETFS TRUST | $418,821 | 0.1% | +0% | — |
| 127 |  $KO | COCA COLA CO | $418,370 | 0.1% | +30% | 74 |
| 128 |  $ABBV | AbbVie Inc. | $408,881 | 0.1% | +0% | 59.3 |
| 129 | — | ISHARES TR | $405,350 | 0.1% | -81% | — |
| 130 | — | ISHARES TR | $388,415 | 0.1% | -13% | — |
| 131 |  $DIS | Walt Disney Co | $385,886 | 0.1% | +12% | 68.9 |
| 132 |  $GLD | SPDR GOLD TRUST | $385,539 | 0.1% | NEW | — |
| 133 | — | ISHARES TR | $361,813 | 0.1% | +62% | — |
| 134 | — | VANGUARD WORLD FD | $350,834 | 0.1% | NEW | — |
| 135 | — | INNOVATOR ETFS TRUST | $350,183 | 0.1% | +0% | — |
| 136 |  $DE | DEERE & CO | $346,549 | 0.1% | +17% | 57.4 |
| 137 |  $HON | HONEYWELL INTERNATIONAL INC | $344,653 | 0.1% | +8% | 65.7 |
| 138 |  $AMAT | APPLIED MATERIALS INC /DE | $342,061 | 0.1% | +8% | 74.8 |
| 139 |  $ORCL | ORACLE CORP | $339,179 | 0.1% | +45% | 67.2 |
| 140 | — | INNOVATOR ETFS TRUST | $336,809 | 0.1% | +0% | — |
| 141 |  $GS | GOLDMAN SACHS GROUP INC | $324,070 | 0.1% | +34% | — |
| 142 | — | SELECT SECTOR SPDR TR | $320,289 | 0.1% | +0% | — |
| 143 |  $MRK | Merck & Co., Inc. | $317,869 | 0.1% | -89% | 70.9 |
| 144 |  $LMT | LOCKHEED MARTIN CORP | $314,944 | 0.1% | NEW | 65 |
| 145 |  $PEP | PEPSICO INC | $308,284 | 0.1% | +33% | 62.7 |
| 146 | $IVZ | Invesco Ltd. | $307,048 | 0.1% | NEW | — |
| 147 | — | ISHARES TR | $303,454 | 0.1% | +0% | — |
| 148 |  $ALPS | Alps Group Inc | $298,839 | 0.1% | -3% | — |
| 149 |  $PM | Philip Morris International Inc. | $296,250 | 0.1% | +22% | 80.5 |
| 150 | — | VANGUARD INDEX FDS | $294,923 | 0.1% | +6% | — |
| 151 | — | ISHARES TR | $287,274 | 0.1% | +65% | — |
| 152 |  $C | CITIGROUP INC | $286,350 | 0.1% | +22% | 54.8 |
| 153 |  $LLY | ELI LILLY & Co | $285,878 | 0.1% | +48% | 89.3 |
| 154 | — | VANGUARD SCOTTSDALE FDS | $284,283 | 0.1% | -96% | — |
| 155 | — | FIRST TR EXCHANGE-TRADED FD | $278,356 | 0.1% | +0% | — |
| 156 | — | SPDR SERIES TRUST | $277,745 | 0.1% | +0% | — |
| 157 |  $INTC | INTEL CORP | $273,524 | 0.1% | NEW | 41.5 |
| 158 |  $SCHW | SCHWAB CHARLES CORP | $266,715 | 0.1% | +0% | 77.2 |
| 159 | — | ISHARES TR | $260,046 | 0.1% | -4% | — |
| 160 |  $WFC | WELLS FARGO & COMPANY/MN | $256,720 | 0.1% | NEW | — |
| 161 |  $ETN | Eaton Corp plc | $255,377 | 0.1% | -1% | — |
| 162 | — | INNOVATOR ETFS TRUST | $254,431 | 0.1% | +0% | — |
| 163 |  $IAU | ISHARES GOLD TRUST | $251,256 | 0.1% | NEW | — |
| 164 |  $ABT | ABBOTT LABORATORIES | $250,217 | 0.1% | -5% | 67 |
| 165 |  $GILD | GILEAD SCIENCES, INC. | $245,825 | 0.1% | NEW | 77.8 |
| 166 |  $TRV | TRAVELERS COMPANIES, INC. | $244,699 | 0.1% | +0% | 71.5 |
| 167 | — | ISHARES TR | $244,592 | 0.1% | +10% | — |
| 168 | — | VANGUARD INDEX FDS | $243,275 | 0.1% | -21% | — |
| 169 | — | ISHARES TR | $239,595 | 0.1% | +41% | — |
| 170 |  $SWX | Southwest Gas Holdings, Inc. | $232,402 | 0.1% | NEW | — |
| 171 | — | PUTNAM ETF TRUST | $226,218 | 0.1% | +0% | — |
| 172 |  $RTX | RTX Corp | $223,549 | 0.1% | NEW | 70 |
| 173 | — | VANGUARD TAX-MANAGED FDS | $222,953 | 0.1% | NEW | — |
| 174 |  $FIX | COMFORT SYSTEMS USA INC | $219,259 | 0.1% | NEW | 79.5 |
| 175 |  $MPC | Marathon Petroleum Corp | $219,030 | 0.1% | NEW | 50.7 |
| 176 | — | ISHARES TR | $218,848 | 0.1% | +31% | — |
| 177 | — | FIRST TR EXCHNG TRADED FD VI | $218,370 | 0.1% | +0% | — |
| 178 | $GS | GOLDMAN SACHS GROUP INC | $214,899 | 0.1% | NEW | — |
| 179 | — | AMPLIFY ETF TR | $212,882 | 0.1% | -20% | — |
| 180 |  $AXP | AMERICAN EXPRESS CO | $211,433 | 0.1% | +16% | 73.2 |
| 181 | — | SELECT SECTOR SPDR TR | $209,082 | 0.1% | +0% | — |
| 182 | — | ISHARES INC | $207,312 | 0.1% | NEW | — |
| 183 | — | SPDR SERIES TRUST | $204,730 | 0.1% | +0% | — |
| 184 |  $PFE | PFIZER INC | $203,491 | 0.1% | NEW | 69 |
| 185 | — | ISHARES TR | $200,535 | 0.1% | -81% | — |
| 186 |  $F | FORD MOTOR CO | $196,816 | 0.1% | +24% | 58.5 |
| 187 |  $TLRY | Tilray Brands, Inc. | $94,494 | 0.0% | +12% | 24.3 |
New Positions (21)
$TRN TRINITY INDUSTRIES INC$2.2M$CLX CLOROX CO /DE/$868,048 VANECK ETF TRUST$599,238
DIMENSIONAL ETF TRUST$575,634
VANGUARD BD INDEX FDS$559,633
VANGUARD WORLD FD$473,754
VANGUARD WORLD FD$458,326
$GLD SPDR GOLD TRUST$385,539 VANGUARD WORLD FD$350,834
$LMT LOCKHEED MARTIN CORP$314,944$INTC INTEL CORP$273,524$WFC WELLS FARGO & COMPANY/MN$256,720$IAU ISHARES GOLD TRUST$251,256$GILD GILEAD SCIENCES, INC.$245,825$SWX Southwest Gas Holdings, Inc.$232,402Exited Positions (1)
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