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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.
Latest 13F Filing Activity
Central Valley Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 138 equity positions with a total 13F market value of $323M. The fund increased holdings in Invesco Exch TRD SLF Idx FD, Invesco Exch TRD SLF Idx FD, Invesco Exch TRD SLF Idx FD among other positions. Central Valley Advisors, LLC reduced exposure to Invesco Exch TRD SLF Idx FD, Invesco Exch TRD SLF Idx FD, Invesco Exch TRD SLF Idx FD among others.
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 |
Industry Allocation
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