Central Valley Advisors, LLC Portfolio Holdings

Central Valley Advisors, LLC

  • $294 Billion
  • Q2 2025

Central Valley Advisors, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $294 Billion distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator Etfs Trust with a value of $13.1B, Vanguard Russell 2000 ETF with a value of $11.9B, Vanguard Index Fds S&P 500 ETF with a value of $11.8B, Innovator Etfs Trust with a value of $10.8B, and Innovator Etfs Tr with a value of $10.1B.

Examining the 13F form we can see an increase of $29.8B in the current position value, from $264B to 294B.

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 $294 Billion
ETFs: $140 Billion
Technology: $32 Billion
Financial Services: $16 Billion
Consumer Cyclical: $13 Billion
Communication Services: $11.4 Billion
Industrials: $10.3 Billion
Consumer Defensive: $8.78 Billion
Energy: $8 Billion
Other: $11.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$9.97 Billion 3.39% of portfolio
48,606
Q2 2025 Added 0.84%
$3.81T
$8.37 Billion 2.85% of portfolio
16,830
Q2 2025 Reduced 4.59%
$431B
$5.94 Billion 2.02% of portfolio
37,572
Q2 2025 Added 46.52%
$850B
$5.84 Billion 1.99% of portfolio
20,132
Q2 2025 Reduced 1.66%
$2.28T
$4.61 Billion 1.57% of portfolio
21,015
Q2 2025 Added 2.18%
$1.62T
$4.36 Billion 1.49% of portfolio
5,912
Q2 2025 Added 3.66%
$572B
$3.41 Billion 1.16% of portfolio
9,605
Q2 2025 Reduced 0.48%
$368B
$3.29 Billion 1.12% of portfolio
8,959
Q2 2025 Reduced 1.41%
$258B
$3.29 Billion 1.12% of portfolio
33,637
Q2 2025 Reduced 0.55%
$3.83B
$3.29 Billion 1.12% of portfolio
169,457
Q2 2025 Added 6.84%
$1.07T
$3.26 Billion 1.11% of portfolio
18,511
Q2 2025 Reduced 1.39%
$104B
$3.24 Billion 1.1% of portfolio
7,414
Q2 2025 Reduced 1.37%
$422B
$2.31 Billion 0.79% of portfolio
2,335
Q2 2025 Reduced 1.64%
$296B
$2.31 Billion 0.79% of portfolio
16,158
Q2 2025 Added 170.52%
$114B
$2.27 Billion 0.77% of portfolio
7,828
Q2 2025 Reduced 0.99%
$102B
$2.23 Billion 0.76% of portfolio
12,167
Q2 2025 Reduced 0.69%
$46B
$2.15 Billion 0.73% of portfolio
36,985
Q2 2025 Added 3.44%
-
$2.12 Billion 0.72% of portfolio
-
Q2 2025 Reduced 2.49%
$140B
$2.04 Billion 0.69% of portfolio
8,846
Q2 2025 Reduced 5.07%
$567B
$1.85 Billion 0.63% of portfolio
1,380
Q2 2025 New
$207B
$1.83 Billion 0.62% of portfolio
23,161
Q2 2025 Added 16.69%
$91.9B
$1.81 Billion 0.61% of portfolio
25,414
Q2 2025 New
$1.82B
$1.8 Billion 0.61% of portfolio
57,372
Q2 2025 Added 18.49%
$68B
$1.73 Billion 0.59% of portfolio
55,786
Q2 2025 Added 458.47%
$18.5B
$1.73 Billion 0.59% of portfolio
10,432
Q2 2025 New
$104B
$1.72 Billion 0.58% of portfolio
29,259
Q2 2025 New
$97.3B
$1.53 Billion 0.52% of portfolio
26,233
Q2 2025 New
$22.5B
$1.49 Billion 0.51% of portfolio
23,427
Q2 2025 New
$116B
$1.48 Billion 0.5% of portfolio
5,365
Q2 2025 Added 0.54%
$14.2B
$1.38 Billion 0.47% of portfolio
149,786
Q2 2025 New
$10.2B
$1.35 Billion 0.46% of portfolio
7,590
Q2 2025 New
$377B
$1.22 Billion 0.42% of portfolio
25,770
Q2 2025 Reduced 1.03%
$269B
$1.21 Billion 0.41% of portfolio
3,866
Q2 2025 Reduced 2.57%
$1.01T
$1.19 Billion 0.41% of portfolio
3,757
Q2 2025 Reduced 4.04%
$1.12T
$813 Million 0.28% of portfolio
4,584
Q2 2025 Added 1.98%
$221B
$763 Million 0.26% of portfolio
2,610
Q2 2025 Reduced 3.73%
$369B
$695 Million 0.24% of portfolio
4,363
Q1 2025 Reduced 29.08%
-
$704 Million 0.24% of portfolio
-
Q4 2023 New
$465B
$668 Million 0.23% of portfolio
6,200
Q2 2025 Reduced 3.73%
$92.6B
$666 Million 0.23% of portfolio
2,912
Q1 2025 Reduced 49.02%
$631B
$545 Million 0.19% of portfolio
1,122
Q1 2025 Reduced 16.14%
$1.53B
$573 Million 0.19% of portfolio
5,352
Q3 2024 New
$253B
$504 Million 0.17% of portfolio
1,709
Q1 2025 Reduced 2.95%
$426B
$507 Million 0.17% of portfolio
3,316
Q2 2025 Added 7.31%
$1.27T
$457 Million 0.16% of portfolio
2,016
Q2 2025 Reduced 23.87%
$280B
$437 Million 0.15% of portfolio
6,303
Q2 2025 Added 2.59%
$223B
$451 Million 0.15% of portfolio
3,633
Q2 2025 Reduced 3.51%
-
$395 Million 0.13% of portfolio
-
Q3 2024 New
$221B
$379 Million 0.13% of portfolio
977
Q1 2025 Added 2.63%

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $294 Billion
  • Prior Value $264 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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