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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 2 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BSMR INVESCO EXCH TRD SLF IDX FD 184,560.0 $4.4M 1.12% +15K +8.9% $23.64 +0.0%
22 PAGP PLAINS GP HLDGS L P Energy 175,704.0 $4.3M 1.09% $24.27 +15.3%
23 BSMT INVESCO EXCH TRD SLF IDX FD 169,747.0 $3.9M 1.00% -7K -3.8% $23.03 -0.5%
24 BSMU INVESCO EXCH TRD SLF IDX FD 173,734.0 $3.8M 0.98% -7K -3.9% $21.92 -1.2%
25 BSMV INVESCO EXCH TRD SLF IDX FD 181,265.0 $3.8M 0.98% -7K -3.9% $20.98 -1.3%
26 UDEC INNOVATOR ETFS TRUST 88,897.0 $3.7M 0.95% -2K -2.7% $41.68 +2.3%
27 NEM NEWMONT CORP Basic Materials 38,380.0 $3.6M 0.92% $93.40 +37.3%
28 META META PLATFORMS INC Communication Services 6,300.0 $3.5M 0.91% -43.0 -0.7% $563.39 +2.3%
29 CVX CHEVRON CORPORATION Energy 20,543.0 $3.4M 0.87% +539.0 +2.7% $165.77 +21.6%
30 BERKSHIRE HATHAWAY INC DEL 6,794.0 $3.4M 0.87% -64.0 -0.9% $500.39
31 IWD ISHARES TR 13,125.0 $3.2M 0.82% -200.0 -1.5% $242.42 +6.6%
32 UNOV INNOVATOR ETFS TRUST 78,462.0 $3.2M 0.81% -3K -3.1% $40.16 +2.5%
33 MO ALTRIA GROUP INC Consumer Defensive 42,183.0 $3.0M 0.78% +787.0 +1.9% $71.95 -4.9%
34 UMAR INNOVATOR ETFS TRUST 71,144.0 $3.0M 0.77% -6K -7.7% $42.25 +2.0%
35 MCD MCDONALDS CORP Consumer Cyclical 10,600.0 $2.9M 0.73% +348.0 +3.4% $270.31 -2.1%
36 USEP INNOVATOR ETFS TRUST 69,051.0 $2.9M 0.73% -3K -4.6% $41.33 +1.6%
37 FSLR FIRST SOLAR INC Energy 11,979.0 $2.8M 0.72% -322.0 -2.6% $235.96 -13.2%
38 UAPR INNOVATOR ETFS TRUST 80,030.0 $2.8M 0.72% -514.0 -0.6% $35.11 +1.8%
39 RIO RIO TINTO PLC Basic Materials 29,313.0 $2.8M 0.71% -799.0 -2.6% $94.93 +9.0%
40 TRN TRINITY INDS INC Industrials 74,965.0 $2.6M 0.67% +7K +9.6% $34.58 -15.1%
Page 2 of 10  ·  193 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%