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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 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTWO VANGUARD SCOTTSDALE FDS 136,486.0 $16.6M 4.25% -3K -2.1% $121.42 -0.2%
2 AAPL APPLE INC Technology 54,148.0 $15.7M 4.02% -3K -5.9% $289.37 +8.7%
3 BSCS INVESCO EXCH TRD SLF IDX FD 538,903.0 $11.0M 2.81% -3K -0.5% $20.36 -0.1%
4 BALT INNOVATOR ETFS TRUST 313,952.0 $10.8M 2.76% -2K -0.6% $34.27 +1.5%
5 BSCT INVESCO EXCH TRD SLF IDX FD 572,218.0 $10.6M 2.73% -6K -1.0% $18.57 -0.3%
6 NVDA NVIDIA CORPORATION Technology 39,132.0 $7.8M 2.01% -1K -3.3% $200.09 +13.9%
7 MSFT MICROSOFT CORP Technology 18,730.0 $7.0M 1.79% -900.0 -4.6% $373.04 +35.4%
8 GOOGL ALPHABET INC Communication Services 18,784.0 $6.7M 1.72% -1K -5.2% $357.37 -4.7%
9 SPY STATE STR SPDR S&P 500 ETF T Financial Services 8,322.0 $6.2M 1.59% -310.0 -3.6% $746.74 +3.3%
10 JPM JPMORGAN CHASE & CO Financial Services 14,243.0 $4.7M 1.20% -276.0 -1.9% $327.35 +8.2%
11 BSMT INVESCO EXCH TRD SLF IDX FD 169,747.0 $3.9M 1.00% -7K -3.8% $23.03 -0.4%
12 BSMU INVESCO EXCH TRD SLF IDX FD 173,734.0 $3.8M 0.98% -7K -3.9% $21.92 -1.1%
13 BSMV INVESCO EXCH TRD SLF IDX FD 181,265.0 $3.8M 0.98% -7K -3.9% $20.98 -1.2%
14 UDEC INNOVATOR ETFS TRUST 88,897.0 $3.7M 0.95% -2K -2.7% $41.68 +2.4%
15 META META PLATFORMS INC Communication Services 6,300.0 $3.5M 0.91% -43.0 -0.7% $563.39 +1.4%
16 BERKSHIRE HATHAWAY INC DEL 6,794.0 $3.4M 0.87% -64.0 -0.9% $500.39
17 IWD ISHARES TR 13,125.0 $3.2M 0.82% -200.0 -1.5% $242.42 +6.3%
18 UNOV INNOVATOR ETFS TRUST 78,462.0 $3.2M 0.81% -3K -3.1% $40.16 +2.5%
19 UMAR INNOVATOR ETFS TRUST 71,144.0 $3.0M 0.77% -6K -7.7% $42.25 +1.9%
20 USEP INNOVATOR ETFS TRUST 69,051.0 $2.9M 0.73% -3K -4.6% $41.33 +1.7%
Page 1 of 5  ·  85 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%