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| Happy Holidays!! thanks for using AUM13F!! |
| Central Valley Advisors LLC
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| CRD # | 324974 |
| SEC # | 801-128204 |
| CIK # | 0002010698 |
| AUM | $607.2 M (2025-06-24) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 916-414-8282 |
| Address | 3455 American River Dr Sacramento, CA 95864 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002010698 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.0 | ||
| Microsoft Corp | 8.4 | ||
| Nvidia Corp | 5.9 | ||
| J P Morgan Chase & Co | 5.8 | ||
| Amazon Com Inc | 4.6 | ||
| Facebook Inc | 4.4 | ||
| VISA Inc | 3.4 | ||
| Plains GP Holdings LP | 3.3 | ||
| Wal Mart Stores Inc | 3.3 | ||
| Home Depot Inc | 3.3 | ||
| Alphabet Inc | 3.3 | ||
| Ingersoll-Rand PLC | 3.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,739 | 325.8 |
| (b) Individuals (high net worth individuals) | 104 | 281.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,843 | 607.2 |
| By Discretionary | ||
| Discretionary | 1,843 | 607.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,843 | 607.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 607.2 | |
| Total | 1,843 | 607.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010698] |
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|---|---|---|
|
Swisspartners Advisors AG
✚
|
0.6 | |
|
Vantage Wealth
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CA | 0.6 |
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Manske Wealth Management LLC
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TX | 0.6 |
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E & G Advisors LP
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Flagship Wealth Advisors LLC
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MA | 0.6 |
|
AAF Wealth Management LLC
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MA | 0.6 |
|
Oliver Lagore Vanvalin Investment Group Inc
✚
|
MI | 0.6 |
|
Optima Asset Management Inc
✚
|
TX | 0.6 |
|
Heron Bay Capital Management LLC
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|
MI | 0.6 |
|
Marietta Investment Partners LLC
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|
WI | 0.6 |