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Portfolio (Quarterly) Guide ↗

CENTRAL VALLEY ADVISORS, LLC

· CIK 0002010698
13F Portfolio $390M AUM 226 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 36 Added 85 Reduced 8 Exited
Page 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VO VANGUARD INDEX FDS 182,169.0 $14.7M 3.77% +137K +305.2% $80.57 +3.1%
2 BSCV INVESCO EXCH TRD SLF IDX FD 663,366.0 $10.9M 2.79% +25K +3.9% $16.39 -0.9%
3 IWF ISHARES TR 63,552.0 $7.9M 2.02% +48K +297.8% $124.17 -0.2%
4 AMZN AMAZON COM INC Consumer Cyclical 24,827.0 $5.9M 1.52% +506.0 +2.1% $238.34 +7.5%
5 BSMS INVESCO EXCH TRD SLF IDX FD 188,612.0 $4.4M 1.13% +15K +8.5% $23.44 -0.4%
6 BSMR INVESCO EXCH TRD SLF IDX FD 184,560.0 $4.4M 1.12% +15K +8.9% $23.64 -0.0%
7 CVX CHEVRON CORPORATION Energy 20,543.0 $3.4M 0.87% +539.0 +2.7% $165.77 +20.4%
8 MO ALTRIA GROUP INC Consumer Defensive 42,183.0 $3.0M 0.78% +787.0 +1.9% $71.95 -5.9%
9 MCD MCDONALDS CORP Consumer Cyclical 10,600.0 $2.9M 0.73% +348.0 +3.4% $270.31 -3.8%
10 TRN TRINITY INDS INC Industrials 74,965.0 $2.6M 0.67% +7K +9.6% $34.58 -14.7%
11 AMCOR PLC 59,614.0 $2.6M 0.66% +5K +9.2% $43.35
12 UJUN INNOVATOR ETFS TRUST 65,560.0 $2.5M 0.65% +12K +21.3% $38.54 +1.8%
13 ES EVERSOURCE ENERGY Utilities 34,612.0 $2.5M 0.64% +1K +3.3% $72.27 -1.9%
14 UMAY INNOVATOR ETFS TRUST 65,205.0 $2.5M 0.64% +10K +18.1% $38.00 +2.0%
15 UJUL INNOVATOR ETFS TRUST 58,253.0 $2.4M 0.61% +6K +12.3% $40.77 +1.6%
16 RGLD ROYAL GOLD INC Basic Materials 10,421.0 $2.1M 0.53% +333.0 +3.3% $199.61 +34.7%
17 NFLX NETFLIX INC. Communication Services 28,894.0 $2.1M 0.53% +4K +17.5% $71.40 +11.8%
18 VTV VANGUARD INDEX FDS 4,150.0 $904K 0.23% +813.0 +24.4% $217.83 +3.5%
19 IBM INTERNATIONAL BUSINESS MACHS Technology 3,052.0 $858K 0.22% +53.0 +1.8% $281.28 -15.1%
20 IEFA ISHARES TR 7,882.0 $761K 0.20% +2K +38.5% $96.59 +4.3%
Page 1 of 2  ·  36 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Financial Services 15.2%
Energy 10.0%
Communication Services 9.5%
Consumer Cyclical 8.9%
Consumer Defensive 7.2%
Industrials 7.2%
Basic Materials 5.9%
Healthcare 3.1%
Utilities 2.6%