CENTRAL VALLEY ADVISORS, LLC
All 13F Filings
- Location
- Sacramento, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 366,490
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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.