Investor
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698 · filed 2026-04-09 · SEC filing
13F book
$366.5M
Positions
187
41 new · 4 sold
Largest name
4.0%
Apple Inc. · AAPL
Est. mark
−$5.61M
Price effect on 146 names still held. Flow $37.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 57.5K | $14.6M | 4.0% | −$946.9K | Added$355.3K |
| Innovator Etfs Trust | — | 437.2K | $14.2M | 3.9% | −$47.5K | Added$140.1K |
| Vanguard Scottsdale Fds | — | 139.4K | $14M | 3.8% | $89.9K | Added$199.6K |
| Vanguard Index Fds | — | 22.7K | $13.6M | 3.7% | −$622.1K | Added$392.5K |
| Vanguard Index Fds | — | 45K | $12.9M | 3.5% | −$2.15K | Added$12.7M |
| Innovator Etfs Trust | — | 427.7K | $12.5M | 3.4% | −$41.9K | Added$691.5K |
| Invesco Exch Trd Slf Idx Fd | — | 541.7K | $11.1M | 3.0% | −$87.4K | Added$888K |
| Invesco Exch Trd Slf Idx Fd | — | 550.8K | $10.8M | 2.9% | −$58.7K | Added$731.7K |
| Invesco Exch Trd Slf Idx Fd | — | 578.2K | $10.8M | 2.9% | −$93.2K | Added$734.8K |
| Invesco Exch Trd Slf Idx Fd | — | 637.3K | $10.7M | 2.9% | −$111.1K | Added$1.3M |
| Innovator Etfs Trust | — | 316K | $10.6M | 2.9% | −$14.2K | Cut−$102.1K |
| Invesco Exch Trd Slf Idx Fd | — | 638.3K | $10.5M | 2.9% | −$130.9K | Added$1.21M |
| Microsoft Corp | MSFT | 19.6K | $7.27M | 2.0% | −$2.09M | Added−$1.64M |
| Nvidia Corp | NVDA | 40.5K | $7.05M | 1.9% | −$456.3K | Added$20K |
| Ishares Tr | — | 16K | $6.81M | 1.9% | −$749.4K | Cut−$776.4K |
| Alphabet Inc | — | 19.8K | $5.7M | 1.6% | −$491.5K | Added−$349.7K |
| Spdr S&P 500 Etf Tr | — | 8.63K | $5.61M | 1.5% | −$268.7K | Added−$193.9K |
| Amazon Com Inc | AMZN | 24.3K | $5.07M | 1.4% | −$484.3K | Added$107.6K |
| Jpmorgan Chase & Co. | — | 14.5K | $4.27M | 1.2% | −$407.5K | Cut−$2.39M |
| Plains Gp Hldgs L P | — | 175.8K | $4.27M | 1.2% | $895.9K | Added$932.2K |
| Newmont Corp | — | 38.4K | $4.15M | 1.1% | $313K | Added$431.1K |
| Chevron Corp New | CVX | 20K | $4.14M | 1.1% | $945K | Added$1.5M |
| Invesco Exch Trd Slf Idx Fd | — | 173.9K | $4.07M | 1.1% | −$18.2K | Cut−$334.3K |
| Invesco Exch Trd Slf Idx Fd | — | 176.5K | $4.06M | 1.1% | −$22.3K | Cut−$339.7K |
| Invesco Exch Trd Slf Idx Fd | — | 169.5K | $4.01M | 1.1% | −$1.89K | Cut−$350.4K |
| Invesco Exch Trd Slf Idx Fd | — | 180.7K | $3.94M | 1.1% | −$38.2K | Cut−$90.9K |
| Invesco Exch Trd Slf Idx Fd | — | 188.6K | $3.94M | 1.1% | −$48K | Cut−$103.9K |
| Meta Platforms, Inc. | META | 6.34K | $3.63M | 1.0% | −$526.4K | Added−$323.8K |
| Innovator Etfs Trust | — | 91.3K | $3.55M | 1.0% | −$73.1K | Cut−$77.2K |
| Berkshire Hathaway Inc Del | — | 6.86K | $3.29M | 0.9% | −$31.9K | Added$2.6M |
| Mcdonalds Corp | MCD | 10.3K | $3.19M | 0.9% | $47.4K | Added$364.4K |
| Innovator Etfs Trust | — | 77.1K | $3.06M | 0.8% | −$14.4K | Added$329.9K |
| Walmart Inc. | WMT | 24.5K | $3.05M | 0.8% | $315.4K | Cut−$561.5K |
| Innovator Etfs Trust | — | 81K | $3.02M | 0.8% | −$63.6K | Cut−$110.6K |
| Enterprise Prods Partners L | — | 78K | $2.95M | 0.8% | $362.8K | Added$939.9K |
| Ishares Tr | — | 13.3K | $2.85M | 0.8% | $42.7K | Added$152.6K |
| Rio Tinto Plc | — | 30.1K | $2.81M | 0.8% | $370.2K | Added$574.8K |
| Innovator Etfs Trust | — | 72.4K | $2.8M | 0.8% | −$47.9K | Cut−$54.9K |
| Altria Group, Inc. | MO | 41.4K | $2.73M | 0.7% | $278.5K | Added$803.8K |
| Innovator Etfs Trust | — | 80.5K | $2.69M | 0.7% | $43.7K | Added$303.5K |
| Costco Whsl Corp New | — | 2.6K | $2.59M | 0.7% | $301.7K | Added$648.5K |
| Royal Gold Inc | RGLD | 10.1K | $2.57M | 0.7% | $280.6K | Added$630.3K |
| Innovator Etfs Trust | — | 66.9K | $2.43M | 0.7% | −$27.8K | Added$318.6K |
| First Solar, Inc. | FSLR | 12.3K | $2.43M | 0.7% | −$687.1K | Added−$379.4K |
| Netflix Inc | NFLX | 24.6K | $2.36M | 0.6% | $38.3K | Added$861.3K |
| Innovator Etfs Trust | — | 60.9K | $2.33M | 0.6% | −$48.9K | Cut−$96.8K |
| Eversource Energy | ES | 33.5K | $2.32M | 0.6% | $51.1K | Added$556.6K |
| Trinity Inds Inc | — | 68.4K | $2.2M | 0.6% | — | New |
| Amcor Plc Com New | — | 54.6K | $2.17M | 0.6% | — | New |
| Broadcom Inc. | AVGO | 6.9K | $2.14M | 0.6% | −$196.5K | Added$278.9K |
| Innovator Etfs Trust | — | 53.2K | $2.09M | 0.6% | −$30.6K | Cut−$34.7K |
| Innovator Etfs Trust | — | 48.3K | $2.05M | 0.6% | −$36.1K | Added−$32.4K |
| Innovator Etfs Trust | — | 55.2K | $2.03M | 0.6% | $13.4K | Cut$5.55K |
| Innovator Etfs Trust | — | 54.1K | $2.01M | 0.5% | −$8.9K | Cut−$15.9K |
| Innovator Etfs Trust | — | 51.9K | $1.99M | 0.5% | −$23.5K | Cut−$38.3K |
| Visa Inc. | V | 6.45K | $1.95M | 0.5% | −$312.6K | Cut−$1.33M |
| Home Depot, Inc. | HD | 5.89K | $1.94M | 0.5% | −$89.4K | Cut−$1.05M |
| Alphabet Inc | — | 6.69K | $1.92M | 0.5% | −$146.6K | Added$211.1K |
| Invesco Qqq Tr | — | 3.06K | $1.77M | 0.5% | −$113.7K | Cut−$135.2K |
| Bank America Corp | — | 35.1K | $1.71M | 0.5% | −$193.1K | Added$13.5K |
| Palantir Technologies Inc. | PLTR | 10.8K | $1.59M | 0.4% | −$121K | Added$903.7K |
| Tesla, Inc. | TSLA | 4.23K | $1.57M | 0.4% | −$312.4K | Added−$231K |
| Trane Technologies Plc | TT | 3.74K | $1.56M | 0.4% | $103.1K | Cut−$1.2M |
| Chubb Limited | — | 4.16K | $1.36M | 0.4% | $57.6K | Cut−$988.2K |
| Wisdomtree Tr | — | 14.6K | $1.28M | 0.3% | −$23.1K | Cut−$78.8K |
| Union Pac Corp | — | 5.09K | $1.24M | 0.3% | $57.5K | Cut−$702.9K |
| Exxon Mobil Corp | — | 7.24K | $1.23M | 0.3% | $332K | Added$418.2K |
| Johnson & Johnson | JNJ | 4.1K | $1M | 0.3% | $153.9K | Cut$117.7K |
| Intercontinental Exchange In | — | 5.95K | $935.6K | 0.3% | −$27.7K | Cut−$954.3K |
| Salesforce, Inc. | CRM | 4.67K | $871.6K | 0.2% | −$365.1K | Cut−$1.1M |
| Clorox Co Del | — | 8.38K | $868K | 0.2% | — | New |
| National Healthcare Corp | NHC | 5.35K | $854.7K | 0.2% | $121K | Held |
| Ishares Tr | — | 13.3K | $817.3K | 0.2% | −$37.6K | Added$109.4K |
| Micron Technology Inc | MU | 2.4K | $810.1K | 0.2% | $124K | Added$134.9K |
| Proshares Tr | — | 16.3K | $806.2K | 0.2% | $48.8K | Held |
| Ishares Tr | — | 7.7K | $769.7K | 0.2% | −$38.7K | Cut−$53.5K |
| Ge Aerospace | — | 2.58K | $730.6K | 0.2% | −$56.7K | Added$11.7K |
| International Business Machs | — | 3K | $726.6K | 0.2% | −$91.5K | Added$223.9K |
| Cisco Sys Inc | — | 9.15K | $710.1K | 0.2% | $3.56K | Added$219.4K |
| Innovator Etfs Trust | — | 27.2K | $709K | 0.2% | $7.96K | Added$68.4K |
| Caterpillar Inc | CAT | 977 | $692.2K | 0.2% | $132.5K | Cut$131.3K |
| Innovator Etfs Trust | — | 25.5K | $681.2K | 0.2% | −$2.07K | Added$48.1K |
| At&T Inc | — | 23.1K | $670.9K | 0.2% | $47.7K | Added$385.2K |
| Innovator Etfs Trust | — | 24.1K | $663.5K | 0.2% | $1.91K | Added$90.5K |
| Innovator Etfs Trust | — | 24.2K | $658.6K | 0.2% | −$2.32K | Added$24.9K |
| Innovator Etfs Trust | — | 25.7K | $658K | 0.2% | $4.57K | Cut$2.36K |
| Innovator Etfs Trust | — | 25.8K | $655K | 0.2% | $200 | Added$150.2K |
| Vanguard Index Fds | — | 3.34K | $654.8K | 0.2% | — | New |
| Innovator Etfs Trust | — | 24.2K | $651.8K | 0.2% | $1.81K | Cut−$284 |
| Innovator Etfs Trust | — | 22.2K | $644.4K | 0.2% | $113 | Cut−$1.49K |
| Innovator Etfs Trust | — | 24K | $640K | 0.2% | −$2.11K | Cut−$3.66K |
| Innovator Etfs Trust | — | 23.8K | $636.4K | 0.2% | −$1.38K | Held |
| Innovator Etfs Trust | — | 21.7K | $635.9K | 0.2% | −$4.95K | Held |
| Innovator Etfs Trust | — | 23.6K | $627.5K | 0.2% | −$2.94K | Held |
| Procter And Gamble Co | PG | 4.31K | $622.2K | 0.2% | $4.59K | Added$52.3K |
| Ishares Tr | — | 5.27K | $620.1K | 0.2% | −$49.2K | Added$58K |
| Vanguard Specialized Funds | — | 2.84K | $610.2K | 0.2% | −$13K | Added$5.33K |
| Verizon Communications Inc | VZ | 12.1K | $609.5K | 0.2% | $77K | Added$278.5K |
| Ishares Tr | — | 4.12K | $607.7K | 0.2% | −$2.59K | Cut−$26.9K |
| Boeing Co | — | 3.02K | $601.2K | 0.2% | −$38.8K | Added$135.1K |
| Vaneck Etf Trust | — | 1.56K | $599.2K | 0.2% | — | New |
| Waste Mgmt Inc Del | — | 2.59K | $595.8K | 0.2% | $26K | Cut−$14.8K |
| Spdr Series Trust | — | 4.06K | $592.3K | 0.2% | — | New |
| Proshares Tr | — | 9.6K | $585.6K | 0.2% | −$90.3K | Held |
| Innovator Etfs Trust | — | 22.8K | $584.8K | 0.2% | −$2.56K | Held |
| Dimensional Etf Trust | — | 14.8K | $575.6K | 0.2% | — | New |
| Unitedhealth Group Inc | UNH | 2.11K | $571.5K | 0.2% | −$126K | Cut−$652.2K |
| GE Vernova Inc. | GEV | 644 | $561.5K | 0.2% | $124.8K | Added$187.6K |
| Vanguard Bd Index Fds | — | 11.2K | $559.6K | 0.2% | — | New |
| Ishares Tr | — | 5.6K | $555.7K | 0.2% | — | New |
| Innovator Etfs Trust | — | 12.5K | $537.8K | 0.1% | −$10.1K | Held |
| Ishares Tr | — | 5.69K | $515.3K | 0.1% | — | New |
| Invesco Exchange Traded Fd T | — | 3.03K | $501.4K | 0.1% | $27.4K | Held |
| Ishares Tr | — | 5.15K | $500.2K | 0.1% | — | New |
| Ishares Tr | — | 4.69K | $479.9K | 0.1% | — | New |
| Vanguard World Fd | — | 2.74K | $473.8K | 0.1% | — | New |
| Invesco Exch Trd Slf Idx Fd | — | 23.8K | $465.2K | 0.1% | −$1.07K | Cut−$372.1K |
| Vanguard World Fd | — | 657 | $458.3K | 0.1% | — | New |
| First Tr Exchng Traded Fd Vi | — | 7.92K | $447.8K | 0.1% | −$4.41K | Cut−$13.4K |
| Taiwan Semiconductor Mfg Ltd | — | 1.3K | $440K | 0.1% | $42.2K | Added$63.5K |
| Ishares Tr | — | 9.43K | $438.7K | 0.1% | — | New |
| Ishares Tr | — | 2.78K | $431.3K | 0.1% | — | New |
| BlackRock, Inc. | BLK | 447 | $429.7K | 0.1% | −$39.2K | Added$45.4K |
| Johnson Ctls Intl Plc | — | 3.2K | $419K | 0.1% | $35.8K | Cut$35K |
| National Health Invs Inc | — | 5.18K | $418.9K | 0.1% | $23.3K | Held |
| Innovator Etfs Trust | — | 8.57K | $418.8K | 0.1% | −$10.2K | Held |
| Coca Cola Co | KO | 5.5K | $418.4K | 0.1% | $25.9K | Added$123.6K |
| AbbVie Inc. | ABBV | 1.88K | $408.9K | 0.1% | −$20.7K | Held |
| Ishares Tr | — | 620 | $405.4K | 0.1% | — | New |
| Ishares Tr | — | 2.86K | $388.4K | 0.1% | — | New |
| Disney Walt Co | — | 4K | $385.9K | 0.1% | −$62.1K | Added−$20K |
| Spdr Gold Tr | — | 896 | $385.5K | 0.1% | — | New |
| Ishares Tr | — | 5.36K | $361.8K | 0.1% | — | New |
| Vanguard World Fd | — | 1.77K | $350.8K | 0.1% | — | New |
| Innovator Etfs Trust | — | 7.34K | $350.2K | 0.1% | −$7.07K | Held |
| Deere & Co | DE | 616 | $346.5K | 0.1% | $51.1K | Added$101.2K |
| Honeywell Intl Inc | — | 1.52K | $344.7K | 0.1% | $43.8K | Added$69.8K |
| Applied Matls Inc | — | 1K | $342.1K | 0.1% | $78.4K | Added$104.3K |
| Oracle Corp | — | 2.31K | $339.2K | 0.1% | −$75.7K | Added$30.1K |
| Innovator Etfs Trust | — | 8.24K | $336.8K | 0.1% | −$7.58K | Held |
| Goldman Sachs Group Inc | — | 383 | $324.1K | 0.1% | −$9.37K | Added$73.6K |
| Select Sector Spdr Tr | — | 2.41K | $320.3K | 0.1% | −$26.7K | Held |
| Merck & Co., Inc. | MRK | 2.64K | $317.9K | 0.1% | $39.7K | Cut−$2.31M |
| Lockheed Martin Corp | LMT | 521 | $314.9K | 0.1% | — | New |
| Pepsico Inc | PEP | 1.99K | $308.3K | 0.1% | $17.7K | Added$93.3K |
| Invesco Exch Trd Slf Idx Fd | — | 14.9K | $307K | 0.1% | — | New |
| Ishares Tr | — | 967 | $303.5K | 0.1% | −$8.9K | Held |
| Alps Etf Tr | — | 4.59K | $298.8K | 0.1% | $21K | Cut$13.7K |
| Philip Morris Intl Inc | — | 1.79K | $296.3K | 0.1% | $7.21K | Added$61.1K |
| Vanguard Index Fds | — | 919 | $294.9K | 0.1% | −$12.5K | Added$3.24K |
| Ishares Tr | — | 5.46K | $287.3K | 0.1% | — | New |
| Citigroup Inc | — | 2.52K | $286.4K | 0.1% | −$6.79K | Added$45.2K |
| Eli Lilly & Co | LLY | 311 | $285.9K | 0.1% | −$32.6K | Added$60.2K |
| Vanguard Scottsdale Fds | — | 4.86K | $284.3K | 0.1% | — | New |
| First Tr Exchange-Traded Fd | — | 5.99K | $278.4K | 0.1% | $11.2K | Held |
| Spdr Series Trust | — | 1.09K | $277.7K | 0.1% | −$24.6K | Held |
| Intel Corp | INTC | 6.2K | $273.5K | 0.1% | — | New |
| Schwab Charles Corp | — | 2.84K | $266.7K | 0.1% | −$16.8K | Held |
| Ishares Tr | — | 1.05K | $260K | 0.1% | $1.93K | Cut−$9.88K |
| Wells Fargo Co New | — | 3.22K | $256.7K | 0.1% | — | New |
| Eaton Corp Plc | ETN | 714 | $255.4K | 0.1% | $28K | Cut$24.8K |
| Innovator Etfs Trust | — | 5.67K | $254.4K | 0.1% | $328 | Held |
| Ishares Gold Tr | — | 2.85K | $251.3K | 0.1% | — | New |
| Abbott Labs | ABT | 2.44K | $250.2K | 0.1% | −$55.1K | Cut−$71.2K |
| Gilead Sciences, Inc. | GILD | 1.76K | $245.8K | 0.1% | — | New |
| Travelers Companies, Inc. | TRV | 839 | $244.7K | 0.1% | $1.48K | Added$1.77K |
| Ishares Tr | — | 3.65K | $244.6K | 0.1% | $7.81K | Added$30.8K |
| Vanguard Growth Etf | — | 556 | $243.3K | 0.1% | — | New |
| Ishares Tr | — | 4.68K | $239.6K | 0.1% | — | New |
| Southwest Gas Hldgs Inc | — | 2.67K | $232.4K | 0.1% | — | New |
| Putnam Etf Trust | — | 31.1K | $226.2K | 0.1% | −$1.24K | Held |
| RTX Corp | RTX | 1.16K | $223.5K | 0.1% | — | New |
| Vanguard Tax-Managed Fds | — | 3.48K | $223K | 0.1% | — | New |
| Comfort Sys Usa Inc | — | 159 | $219.3K | 0.1% | — | New |
| Marathon Pete Corp | — | 897 | $219K | 0.1% | — | New |
| Ishares Tr | — | 4.32K | $218.8K | 0.1% | — | New |
| First Tr Exchng Traded Fd Vi | — | 4.39K | $218.4K | 0.1% | −$6.43K | Held |
| Goldman Sachs Etf Tr | — | 2.15K | $214.9K | 0.1% | — | New |
| Amplify Etf Tr | — | 2.83K | $212.9K | 0.1% | −$15K | Cut−$71.2K |
| American Express Co | AXP | 699 | $211.4K | 0.1% | −$40.6K | Added−$11.3K |
| Select Sector Spdr Tr | — | 1.89K | $209.1K | 0.1% | −$12.9K | Held |
| Ishares Inc | — | 2.97K | $207.3K | 0.1% | — | New |
| Spdr Series Trust | — | 2.09K | $204.7K | 0.1% | −$18.4K | Held |
| Pfizer Inc | PFE | 7.25K | $203.5K | 0.1% | — | New |
| Ishares Tr | — | 631 | $200.5K | 0.1% | — | New |
| Ford Mtr Co | — | 17.1K | $196.8K | 0.1% | −$21.7K | Added$16.8K |
| Tilray Brands, Inc. | TLRY | 14.6K | $94.5K | 0.0% | −$33.5K | Added−$23.5K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.