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 $366.5M across 187 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($14.6M, 3.98%), ZALT ($14.2M, 3.87%), VTWO ($14.0M, 3.81%), VOO ($13.6M, 3.70%), VO ($12.9M, 3.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $14.6M | 3.98% | 57,537 | Added |
| 2 | ZALT | INNOVATOR ETFS TRUST | $14.2M | 3.87% | 437,158 | Added |
| 3 | VTWO | VANGUARD SCOTTSDALE FDS | $14.0M | 3.81% | 139,356 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $13.6M | 3.70% | 22,713 | Added |
| 5 | VO | VANGUARD INDEX FDS | $12.9M | 3.52% | 44,952 | Added |
| 6 | QBUF | INNOVATOR ETFS TRUST | $12.5M | 3.41% | 427,688 | Added |
| 7 | BSCS | INVESCO EXCH TRD SLF IDX FD | $11.1M | 3.02% | 541,660 | Added |
| 8 | BSCR | INVESCO EXCH TRD SLF IDX FD | $10.8M | 2.95% | 550,755 | Added |
| 9 | BSCT | INVESCO EXCH TRD SLF IDX FD | $10.8M | 2.94% | 578,153 | Added |
| 10 | BSCU | INVESCO EXCH TRD SLF IDX FD | $10.7M | 2.91% | 637,269 | Added |
| 11 | BALT | INNOVATOR ETFS TRUST | $10.6M | 2.89% | 315,953 | Trimmed |
| 12 | BSCV | INVESCO EXCH TRD SLF IDX FD | $10.5M | 2.87% | 638,344 | Added |
| 13 | MSFT | MICROSOFT CORP | $7.3M | 1.98% | 19,630 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $7.1M | 1.92% | 40,450 | Added |
| 15 | IWF | ISHARES TR | $6.8M | 1.86% | 15,978 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $5.7M | 1.55% | 19,815 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $5.6M | 1.53% | 8,632 | Added |
| 18 | AMZN | AMAZON COM INC | $5.1M | 1.38% | 24,321 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $4.3M | 1.17% | 14,519 | Trimmed |
| 20 | PAGP | PLAINS GP HLDGS L P | $4.3M | 1.16% | 175,796 | Added |
| 21 | NEM | NEWMONT CORP | $4.2M | 1.13% | 38,350 | Added |
| 22 | CVX | CHEVRON CORPORATION | $4.1M | 1.13% | 20,004 | Added |
| 23 | BSMS | INVESCO EXCH TRD SLF IDX FD | $4.1M | 1.11% | 173,875 | Trimmed |
| 24 | BSMT | INVESCO EXCH TRD SLF IDX FD | $4.1M | 1.11% | 176,473 | Trimmed |
| 25 | BSMR | INVESCO EXCH TRD SLF IDX FD | $4.0M | 1.09% | 169,534 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31