CENTRAL VALLEY ADVISORS, LLC

All 13F Filings

Location
Sacramento, CA
Most recent 13F
Q2 2026
Holdings value ($000)
389,889
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
Q2 2026 7/21/2026 193 389,889 13F-HR CENTRAL VALLEY ADVISORS, LLC
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 210.7 K 54.0% 0 4.474 K -4.474 K
ETFs 179.2 K 46.0% 27.87 K 0 27.87 K
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Fund Snapshot

Q2 2026
Latest filed
7/21/2026
Total value ($000)
389,889
Holdings
193
QoQ value change ($000)
23,399 (6.4%)
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.