Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CENTRAL VALLEY ADVISORS, LLC (CIK 2010698) reported $389.9M across 193 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTWO ($16.6M, 4.25%), AAPL ($15.7M, 4.02%), VOO ($15.6M, 4.01%), VEU ($14.9M, 3.83%), VO ($14.7M, 3.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTWO | VANGUARD SCOTTSDALE FDS | $16.6M | 4.25% | 136,486 | Trimmed |
| 2 | AAPL | APPLE INC | $15.7M | 4.02% | 54,148 | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $15.6M | 4.01% | 22,783 | Added |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | $14.9M | 3.83% | 178,176 | New |
| 5 | VO | VANGUARD INDEX FDS | $14.7M | 3.76% | 182,169 | Added |
| 6 | QBUF | INNOVATOR ETFS TRUST | $13.2M | 3.38% | 428,086 | Added |
| 7 | BSCS | INVESCO EXCH TRD SLF IDX FD | $11.0M | 2.81% | 538,903 | Trimmed |
| 8 | BSCV | INVESCO EXCH TRD SLF IDX FD | $10.9M | 2.79% | 663,366 | Added |
| 9 | BSCR | INVESCO EXCH TRD SLF IDX FD | $10.8M | 2.76% | 548,206 | Trimmed |
| 10 | BALT | INNOVATOR ETFS TRUST | $10.8M | 2.76% | 313,952 | Trimmed |
| 11 | BSCU | INVESCO EXCH TRD SLF IDX FD | $10.7M | 2.73% | 640,350 | Added |
| 12 | BSCT | INVESCO EXCH TRD SLF IDX FD | $10.6M | 2.73% | 572,218 | Trimmed |
| 13 | IWF | ISHARES TR | $7.9M | 2.02% | 63,552 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $7.8M | 2.01% | 39,132 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $7.0M | 1.79% | 18,730 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $6.7M | 1.72% | 18,784 | Trimmed |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $6.2M | 1.59% | 8,322 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $5.9M | 1.52% | 24,827 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $4.7M | 1.20% | 14,243 | Trimmed |
| 20 | BSMS | INVESCO EXCH TRD SLF IDX FD | $4.4M | 1.13% | 188,612 | Added |
| 21 | BSMR | INVESCO EXCH TRD SLF IDX FD | $4.4M | 1.12% | 184,560 | Added |
| 22 | PAGP | PLAINS GP HLDGS L P | $4.3M | 1.09% | 175,704 | Trimmed |
| 23 | BSMT | INVESCO EXCH TRD SLF IDX FD | $3.9M | 1.00% | 169,747 | Trimmed |
| 24 | BSMV | INVESCO EXCH TRD SLF IDX FD | $3.8M | 0.98% | 181,265 | Trimmed |
| 25 | BSMU | INVESCO EXCH TRD SLF IDX FD | $3.8M | 0.98% | 173,734 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30