13F Filings History of CENTRAL VALLEY ADVISORS, LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$334,722,904
Signature - Title
Marion Hebert - Chief Compliance Officer
Location
Sacramento, CA
Summary
This page shows a list of all the recent 13F filings made by CENTRAL VALLEY ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CENTRAL VALLEY ADVISORS, LLC reported 150 stock holdings with total value $334,722,904 as of Q4 2025. Top holdings included AAPL, ZALT, VTWO, VOO, and QBUF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 150 $334,722,904 +$12,053,017 -$4,811,910 +$7,241,107 AAPL, ZALT, VTWO, VOO, QBUF 13F-HR 12 Jan 2026, 14:03
Q3 2025 148 $322,892,241 +$40,117,319 -$27,719,026 +$12,398,293 ZALT, VTWO, AAPL, VOO, QBUF 13F-HR 09 Oct 2025, 09:26
Q2 2025 133 $293,749,075 +$37,237,092 -$21,901,397 +$15,335,695 ZALT, VTWO, VOO, QBUF, BALT 13F-HR 09 Jul 2025, 17:05
Q1 2025 123 $263,937,543 +$84,719,305 -$32,925,235 +$51,794,070 ZALT, VTWO, AAPL, QBUF, BALT 13F-HR 15 Apr 2025, 09:42
Q4 2024 137 $220,045,895 +$58,778,848 -$20,729,179 +$38,049,669 AAPL, ZALT, VTWO, IWF, QBUF 13F-HR 14 Jan 2025, 20:38
Q3 2024 129 $177,249,750 +$20,711,294 -$29,346,858 -$8,635,564 AAPL, IWM, IWF, MSFT, SPY 13F-HR 04 Oct 2024, 16:16
Q2 2024 158 $154,085,926 $0 $0 $0 AAPL, IWM, UMAR, NJUN, IWF 13F-HR 12 Jul 2024, 16:32
Q1 2024 157 $193,603,954 +$25,526,868 -$13,623,381 +$11,903,487 AAPL, IWM, IWF, MSFT, UMAR 13F-HR 12 Apr 2024, 14:02
Q4 2023 142 $170,059,140 $0 $0 $0 AAPL, IWF, IWM, MSFT, IWD 13F-HR 09 Feb 2024, 16:08