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Marion Hebert

Central Valley Advisors, Llc

Assets Managed
$389.889M
Holdings
193
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
6.39%(2Q avg: 7.94%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Central Valley Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 193 positions.

Assets under management

The assets under management (AUM) of Central Valley Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 389.889M in assets, with a quarterly growth rate of 6.39% and a 2-quarter average growth rate of 7.94%. The portfolio is managed by Marion Hebert, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTWO
Vanguard Russell 2000 Etf
Recent Activity
Decreased -2.05%
4.26%
$16.572M
136,486 shares@ $121.42 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.89%
4.02%
$15.669M
54,148 shares@ $289.38 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.31%
4.02%
$15.647M
22,783 shares@ $686.8 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
New Position
3.83%
$14.922M
178,176 shares@ $83.76 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 305.26%
3.77%
$14.677M
182,169 shares@ $80.58 avg price
QBUF
Innv Nasdaq -100 10 B - Qrt
Recent Activity
Increased 0.1%
3.38%
$13.171M
428,086 shares@ $30.77 avg price
BSCS
Invesco Bulletshares 2028 Cb
Recent Activity
Decreased -0.5%
2.82%
$10.975M
538,903 shares@ $20.37 avg price
BSCV
Invesco Bulletshares 2031 Cb
Recent Activity
Increased 3.92%
2.79%
$10.869M
663,366 shares@ $16.39 avg price
BALT
Inn Defined Wealth Shield
Recent Activity
Decreased -0.63%
2.76%
$10.759M
313,952 shares@ $34.27 avg price
BSCR
Invesco Bulletshares 2027 Cb
Recent Activity
Decreased -0.46%
2.76%
$10.753M
548,206 shares@ $19.62 avg price

1-10 of 193