Central Valley Advisors, LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $323 Billion distributed in 178 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator Etfs Trust with a value of $13.6B, Vanguard Russell 2000 ETF with a value of $13.4B, Apple Inc. with a value of $13.2B, Vanguard Index Fds S&P 500 ETF with a value of $12.9B, and Innovator Etfs Trust with a value of $11.3B.

Examining the 13F form we can see an increase of $29.1B in the current position value, from $294B to 323B.

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 $323 Billion
ETFs: $140 Billion
Technology: $38.9 Billion
Financial Services: $17.4 Billion
Consumer Cyclical: $14.2 Billion
Communication Services: $13.2 Billion
Industrials: $11 Billion
Consumer Defensive: $8.92 Billion
Energy: $8.24 Billion
Other: $14.4 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 178
  • Current Value $323 Billion
  • Prior Value $294 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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