CENTRAL VALLEY ADVISORS, LLC - Portfolio overview

CENTRAL VALLEY ADVISORS, LLC has 193 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. AAPL - APPLE INC, 4.23%
  2. ZALT - INNOVATOR ETFS TRUST, 4.11%
  3. VTWO - VANGUARD SCOTTSDALE FDS, 4.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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