CENTRAL VALLEY ADVISORS, LLC

All 13F Filings

Location
Sacramento, CA
Most recent 13F
Q1 2026
Holdings value ($000)
366,490
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/9/2026 187 366,490 13F-HR CENTRAL VALLEY ADVISORS, LLC
Q4 2025 1/12/2026 150 334,723 13F-HR CENTRAL VALLEY ADVISORS, LLC
Q3 2025 10/9/2025 148 322,892 13F-HR CENTRAL VALLEY ADVISORS, LLC
Q2 2025 7/9/2025 133 293,749 13F-HR CENTRAL VALLEY ADVISORS, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 215.1 K 58.7% 0 92.11 K -92.11 K
ETFs 151.4 K 41.3% 123.9 K 0 123.9 K
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Fund Snapshot

Q1 2026
Latest filed
4/9/2026
Total value ($000)
366,490
Holdings
187
QoQ value change ($000)
31,767 (9.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.