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

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%
Innovator Etfs Trust
-
$14.1 Billion 4.2% of portfolio
-
Q4 2025 Added 1.15%
$0
$13.8 Billion 4.11% of portfolio
138,261
Q4 2025 Added 1.19%
$0
$13.2 Billion 3.94% of portfolio
21,015
Q4 2025 Reduced 0.1%
Innovator Etfs Trust
-
$11.8 Billion 3.53% of portfolio
-
Q4 2025 Added 1.91%
$0
$10.7 Billion 3.19% of portfolio
318,575
Q4 2025 Added 1.19%
$0
$10.2 Billion 3.04% of portfolio
493,899
Q4 2025 Added 4.93%
$0
$10.1 Billion 3.01% of portfolio
510,479
Q4 2025 Added 5.23%
$0
$10.1 Billion 3.0% of portfolio
533,784
Q4 2025 Added 4.54%
$0
$9.36 Billion 2.8% of portfolio
553,025
Q4 2025 Added 5.86%
$0
$9.3 Billion 2.78% of portfolio
557,146
Q4 2025 Added 5.68%
$3.78T
$8.9 Billion 2.66% of portfolio
18,410
Q4 2025 Reduced 1.21%
$0
$7.59 Billion 2.27% of portfolio
16,035
Q4 2025 Reduced 2.58%
$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%
$0
$4.4 Billion 1.32% of portfolio
190,186
Q4 2025 Added 0.16%
$0
$4.4 Billion 1.32% of portfolio
187,322
Q4 2025 Added 0.33%
$0
$4.36 Billion 1.3% of portfolio
184,260
Q4 2025 Added 0.11%
$0
$4.04 Billion 1.21% of portfolio
191,219
Q4 2025 Added 1.68%
$0
$4.03 Billion 1.2% of portfolio
183,115
Q4 2025 Added 1.68%
$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%
$0
$3.63 Billion 1.08% of portfolio
91,451
Q4 2025 Added 17.06%
$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%
$0
$3.13 Billion 0.93% of portfolio
82,218
Q4 2025 Added 68.47%
$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%
$0
$2.73 Billion 0.82% of portfolio
68,431
Q4 2025 Reduced 0.41%
$0
$2.69 Billion 0.81% of portfolio
12,811
Q4 2025 Reduced 0.81%
$303B
$2.64 Billion 0.79% of portfolio
17,343
Q4 2025 Added 5.36%
$235B
$2.63 Billion 0.78% of portfolio
24,947
Q4 2025 Added 4.54%
$0
$2.43 Billion 0.72% of portfolio
62,146
Q4 2025 Added 0.61%
$0
$2.38 Billion 0.71% of portfolio
72,756
Q4 2025 Reduced 0.02%
$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%
$0
$2.13 Billion 0.64% of portfolio
53,333
Q3 2025 Added 31.79%
$0
$2.11 Billion 0.63% of portfolio
57,379
Q4 2025 Reduced 0.05%
$0
$2.08 Billion 0.62% of portfolio
48,179
Q4 2025 Added 27.74%
$0
$2.03 Billion 0.61% of portfolio
54,244
Q3 2025 Reduced 0.39%
$0
$2.03 Billion 0.61% of portfolio
55,421
Q4 2025 Reduced -0.0%
$70.2B
$2.01 Billion 0.6% of portfolio
62,767
Q4 2025 Added 7.26%
$0
$2.02 Billion 0.6% of portfolio
52,235
Q3 2025 Added 64.8%

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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