CENTRAL VALLEY ADVISORS, LLC

Q1 2026 13F-HR Detailed Holdings

Location
Sacramento, CA
Holdings as of
3/31/2026
Value ($000)
$366,490,121
Num holdings
226
Date filed
4/9/2026
Form type
13F-HR
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SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None Price Filed
4/9/2026
 Price As-Of
3/31/2026
 Price Now
4/24/2026

Other Managers

Num Name File Number
1 American Funds Model Portfolios
2 Atlanta Capital Mgmt Co LLC (MD)
3 Columbia Threadneedle (MD)
4 Freedom
8 Kayne Anderson Rudnick Inv Mgt (MD)