CENTRAL VALLEY ADVISORS, LLC
•CIK: 2010698•Filing: Q4 2025
**CENTRAL VALLEY ADVISORS, LLC** manages $335M across a diversified portfolio of 150 positions. The fund exhibits notable concentration in technology and broad market exposure, with top holdings including AAPL at $14.2M and ZALT at $14.1M. Significant allocations are also maintained in VTWO ($13.8M) and VOO ($13.2M), suggesting a core strategy blending growth equities with diversified asset classes. This structure indicates a disciplined, large-cap tilt within its current mandate.
Total AUM
$334.7M
QoQ Performance
+3.7%
Positions
91
Top 10 Concentration
35.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.3%
ZALT4.2%
VTWO4.1%
VOO3.9%
QBUF3.5%
BALT3.2%
BSCS3.0%
BSCR3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.3%
Technology14.0%
ETF5.7%
Consumer5.4%
Financial4.8%
Healthcare1.7%
Industrial1.4%
Consumer Staples0.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑57 increased
↓42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023