Central Valley Advisors, LLC
Central Valley Advisors, LLC is an independent investment adviser headquartered in Sacramento, CA. The firm serves primarily individual investors, including both high-net-worth and non-high-net-worth clients, and was founded in 2014. With a staff of 6, the firm offers portfolio management and investment advisory services to over 1,800 accounts.
Investment Strategy
Central Valley Advisors, LLC primarily employs a diversified portfolio strategy focusing on publicly traded equities and ETFs. The firm utilizes both discretionary and non-discretionary investment management across a blend of large-cap technology, blue-chip, and index-tracking funds, tailoring portfolios according to individual client objectives, tolerance, and risk. Their philosophy emphasizes long-term appreciation through diversified allocation, with a significant share of client assets invested in leading technology, financials, and growth sectors.
Top Holdings
Equity Positions (138)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Z ZALT | INNOVATOR ETFS TRUST | 4.21% | $13.6M | 426,490 | $29.78 | $31.88 | +$492.2K |
V VTWO | VANGUARD SCOTTSDALE FDS | 4.14% | $13.4M | 136,633 | $88.73 | $97.82 | +$1.5M |
A AAPL | APPLE INC | 4.09% | $13.2M | 51,893 | $197.17 | $254.63 | +$3.2M |
V VOO | VANGUARD INDEX FDS | 3.99% | $12.9M | 21,035 | $543.35 | $612.38 | +$1.1M |
Q QBUF | INNOVATOR ETFS TRUST | 3.51% | $11.3M | 395,040 | $26.43 | $28.71 | +$513.1K |