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Marion Hebert

Central Valley Advisors, Llc

Assets Managed
$366.49M
Holdings
187
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
9.5%(2Q avg: 6.58%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Central Valley Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 187 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 366.49M in assets, with a quarterly growth rate of 9.5% and a 2-quarter average growth rate of 6.58%. The portfolio is managed by Marion Hebert, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 9.8%
3.99%
$14.602M
57,537 shares@ $253.8 avg price
ZALT
Innovator Us Eq 10 Buffer
Recent Activity
Increased 1.34%
3.88%
$14.19M
437,158 shares@ $32.47 avg price
VTWO
Vanguard Russell 2000 Etf
Recent Activity
Increased 0.8%
3.81%
$13.959M
139,356 shares@ $100.18 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 8.08%
3.71%
$13.572M
22,713 shares@ $597.54 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 6258.14%
3.53%
$12.909M
44,952 shares@ $287.19 avg price
QBUF
Innv Nasdaq -100 10 B - Qrt
Recent Activity
Increased 6.24%
3.41%
$12.493M
427,688 shares@ $29.21 avg price
BSCS
Invesco Bulletshares 2028 Cb
Recent Activity
Increased 9.68%
3.02%
$11.062M
541,660 shares@ $20.43 avg price
BSCR
Invesco Bulletshares 2027 Cb
Recent Activity
Increased 7.89%
2.95%
$10.809M
550,755 shares@ $19.63 avg price
BSCT
Invesco Bulletshares 2029 Cb
Recent Activity
Increased 8.32%
2.95%
$10.789M
578,153 shares@ $18.67 avg price
BSCU
Invesco Bulletshares 2030 Cb
Recent Activity
Increased 15.24%
2.91%
$10.655M
637,269 shares@ $16.72 avg price

1-10 of 187