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Portfolio (Quarterly) Guide ↗

CENTRAL VALLEY ADVISORS, LLC

· CIK 0002010698
13F Portfolio $366M AUM 226 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 75 Added 33 Reduced 4 Exited
Page 1 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TRN TRINITY INDS INC Industrials 68,371.0 $2.2M 0.60% NEW $32.18 -0.1%
2 AMCOR PLC 54,600.0 $2.2M 0.59% NEW $39.75
3 CLX CLOROX CO DEL Consumer Defensive 8,377.0 $868K 0.24% NEW $103.62 -6.3%
4 VTV VANGUARD INDEX FDS 3,337.0 $655K 0.18% NEW $196.22 +8.0%
5 SMH VANECK ETF TRUST 1,562.0 $599K 0.16% NEW $383.64 +55.2%
6 SDY SPDR SERIES TRUST 4,060.0 $592K 0.16% NEW $145.89 +2.8%
7 DFAC DIMENSIONAL ETF TRUST 14,813.0 $576K 0.16% NEW $38.86 +13.1%
8 VUSB VANGUARD BD INDEX FDS 11,242.0 $560K 0.15% NEW $49.78 +0.0%
9 AGG ISHARES TR 5,601.0 $556K 0.15% NEW $99.22 -0.4%
10 IEFA ISHARES TR 5,692.0 $515K 0.14% NEW $90.53 +8.2%
11 EFA ISHARES TR 5,149.0 $500K 0.14% NEW $97.15 +7.8%
12 IUSV ISHARES TR 4,694.0 $480K 0.13% NEW $102.23 +8.0%
13 VDE VANGUARD WORLD FD 2,736.0 $474K 0.13% NEW $173.16 -7.1%
14 VGT VANGUARD WORLD FD 657.0 $458K 0.12% NEW $697.60 -83.2%
15 ARTY ISHARES TR 9,428.0 $439K 0.12% NEW $46.53 +52.8%
16 IUSG ISHARES TR 2,781.0 $431K 0.12% NEW $155.10 +21.8%
17 IVV ISHARES TR 620.0 $405K 0.11% NEW $653.79 +15.3%
18 HDV ISHARES TR 2,862.0 $388K 0.11% NEW $135.71 -79.7%
19 GLD SPDR GOLD TR Financial Services 896.0 $386K 0.10% NEW $430.29 -5.1%
20 IJH ISHARES TR 5,358.0 $362K 0.10% NEW $67.53 +10.1%
Page 1 of 3  ·  41 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 27.0%
Financial Services 14.7%
Communication Services 11.1%
Energy 11.1%
Consumer Cyclical 8.7%
Consumer Defensive 7.9%
Industrials 7.1%
Basic Materials 6.9%
Healthcare 3.1%
Utilities 2.3%