Arkolith/Funds/Central Valley Advisors, LLC

Central Valley Advisors, LLC

CIK 2010698
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Central Valley Advisors, LLC holds a diversified book of 193 stocks worth $389.9M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Ftse All-World Ex-U and trimmed Vanguard Russell 2000 ETF. Their largest long position is Vanguard Russell 2000 ETF at 4% of the equity book. Cloning the disclosed picks since 2024 would be +19% (+10.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show CENTRAL VALLEY ADVISORS, LLC's latest
holdings, largest changes, and filing provenance.
Opened
52
new positions
Added to
53
existing
Trimmed
93
reduced
Sold out
8
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+19.0%
+10.2%/yr · since Oct '24
Their reported book
+19.0%
held from quarter-end
S&P 500
+31.8%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jun '25Oct '25Mar '26Jul '26
Central Valley Advisors, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Central Valley Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
34%
Top 20 holdings
53%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

36% mapped to company sectors

ETF / fund or unclassified
64%
Information Technology
16%
Consumer Discretionary
5%
Financials
5%
Industrials
3%
Materials
3%
Energy
1%
Health Care
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

193 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Scottsdale FDS
VNG RUS2000IDX
$16.6M136.5K
4.3%
−2.0%
Reduced · −3K sh
2Apple Inc
COM
$15.7M54.1K
4.0%
−5.9%
Reduced · −3K sh
3Vanguard Index FDS
S&P 500 ETF SHS
$15.6M22.8K
4.0%
+0.3%
Added · +70 sh
4Vanguard Intl Equity Index F
ALLWRLD EX US
$14.9M178.2K
3.8%
New
New position
5Vanguard Index FDS
MID CAP ETF
$14.7M182.2K
3.8%
+305%
Added · +137K sh
6Innovator Etfs Trust
NASD 100 10 BUFF
$13.2M428.1K
3.4%
+0.1%
Added · +398 sh
7Invesco Exch TRD SLF Idx FD
INVSCO BLSH 28
$11.0M538.9K
2.8%
−0.5%
Reduced · −3K sh
8Invesco Exch TRD SLF Idx FD
BULETSHS 2031 CP
$10.9M663.4K
2.8%
+3.9%
Added · +25K sh
9Innovator Etfs Trust
DEFINED WLT SHLD
$10.8M314.0K
2.8%
−0.6%
Reduced · −2K sh
10Invesco Exch TRD SLF Idx FD
BULSHS 2027 CB
$10.8M548.2K
2.8%
−0.5%
Reduced · −3K sh
11Invesco Exch TRD SLF Idx FD
INVSCO 30 CORP
$10.7M640.4K
2.7%
+0.5%
Added · +3K sh
12Invesco Exch TRD SLF Idx FD
BULETSHS 2029
$10.6M572.2K
2.7%
−1.0%
Reduced · −6K sh
13Ishares TR
RUS 1000 GRW ETF
$7.9M63.6K
2.0%
+298%
Added · +48K sh
14Nvidia Corporation
COM
$7.8M39.1K
2.0%
−3.3%
Reduced · −1K sh
15Microsoft Corp
COM
$7.0M18.7K
1.8%
−4.6%
Reduced · −900 sh
16Alphabet Inc
CAP STK CL A
$6.7M18.8K
1.7%
−5.2%
Reduced · −1K sh
17State STR SPDR S&P 500 ETF T
TR UNIT
$6.2M8.3K
1.6%
−3.6%
Reduced · −310 sh
18Amazon Com Inc
COM
$5.9M24.8K
1.5%
+2.1%
Added · +506 sh
19JPMorgan Chase & Co
COM
$4.7M14.2K
1.2%
−1.9%
Reduced · −276 sh
20Invesco Exch TRD SLF Idx FD
BULSHS 2028 MUNI
$4.4M188.6K
1.1%
+8.5%
Added · +15K sh
21Invesco Exch TRD SLF Idx FD
BULSHS 2027 MUNI
$4.4M184.6K
1.1%
+8.9%
Added · +15K sh
22Plains GP Hldgs L P
LTD PARTNR INT A
$4.3M175.7K
1.1%
−0.1%
Reduced · −92 sh
23Invesco Exch TRD SLF Idx FD
BULSHS 2029 MUNI
$3.9M169.7K
1.0%
−3.8%
Reduced · −7K sh
24Invesco Exch TRD SLF Idx FD
INVSC 30 MUNI BD
$3.8M173.7K
1.0%
−3.9%
Reduced · −7K sh
25Invesco Exch TRD SLF Idx FD
BULLETSHS 31 MUN
$3.8M181.3K
1.0%
−3.9%
Reduced · −7K sh
26Innovator Etfs Trust
US EQTY ULTRA B
$3.7M88.9K
1.0%
−2.7%
Reduced · −2K sh
27Newmont Corp
COM
$3.6M38.4K
0.9%
+0.1%
Added · +30 sh
28Meta Platforms Inc
CL A
$3.5M6.3K
0.9%
−0.7%
Reduced · −43 sh
29Chevron Corporation
COM
$3.4M20.5K
0.9%
+2.7%
Added · +539 sh
30Berkshire Hathaway Inc Del
CL B NEW
$3.4M6.8K
0.9%
−0.9%
Reduced · −64 sh
31Ishares TR
RUS 1000 VAL ETF
$3.2M13.1K
0.8%
−1.5%
Reduced · −200 sh
32Innovator Etfs Trust
US EQTY ULTRA BU
$3.2M78.5K
0.8%
−3.1%
Reduced · −3K sh
33Altria Group Inc
COM
$3.0M42.2K
0.8%
+1.9%
Added · +787 sh
34Innovator Etfs Trust
US EQT ULTRA BF
$3.0M71.1K
0.8%
−7.7%
Reduced · −6K sh
35McDonalds Corp
COM
$2.9M10.6K
0.7%
+3.4%
Added · +348 sh
36Innovator Etfs Trust
US EQTY ULTRA B
$2.9M69.1K
0.7%
−4.6%
Reduced · −3K sh
37First Solar Inc
COM
$2.8M12.0K
0.7%
−2.6%
Reduced · −322 sh
38Innovator Etfs Trust
US EQT ULTRA BF
$2.8M80.0K
0.7%
−0.6%
Reduced · −514 sh
39Rio Tinto PLC
SPONSORED ADR
$2.8M29.3K
0.7%
−2.6%
Reduced · −799 sh
40Trinity Inds Inc
COM
$2.6M75.0K
0.7%
+9.6%
Added · +7K sh
41Amcor PLC
COM NEW
$2.6M59.6K
0.7%
+9.2%
Added · +5K sh
42Tenaris S A
SPONSORED ADS
$2.6M46.6K
0.7%
New
New position
43Walmart Inc
COM
$2.6M22.8K
0.7%
−7.1%
Reduced · −2K sh
44Broadcom Inc
COM
$2.6M6.8K
0.7%
−1.6%
Reduced · −108 sh
45Innovator Etfs Trust
US EQT ULTRA BF
$2.5M65.6K
0.6%
+21%
Added · +12K sh
46Micron Technology Inc
COM
$2.5M2.2K
0.6%
−9.4%
Reduced · −226 sh
47Eversource Energy
COM
$2.5M34.6K
0.6%
+3.3%
Added · +1K sh
48Innovator Etfs Trust
US EQT ULTRA BFR
$2.5M64.2K
0.6%
−4.0%
Reduced · −3K sh
49Innovator Etfs Trust
US EQT ULTRA BF
$2.5M65.2K
0.6%
+18%
Added · +10K sh
50Innovator Etfs Trust
US EQTY ULTRA B
$2.4M58.1K
0.6%
−4.6%
Reduced · −3K sh
Showing 50 of 193 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 2026226$389.9M13F-HR
Q1 2026Mar 31, 2026Apr 9, 2026226$366.5M13F-HR
Q4 2025Dec 31, 2025Jan 12, 2026181$334.7M13F-HR
Q3 2025Sep 30, 2025Oct 9, 2025178$322.9M13F-HR
Q2 2025Jun 30, 2025Jul 9, 2025162$293.7M13F-HR
Q1 2025Mar 31, 2025Apr 15, 2025153$263.9M13F-HR
Q4 2024Dec 31, 2024Jan 15, 2025170$220.0M13F-HR
Q3 2024Sep 30, 2024Oct 4, 2024163$177.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.