California Capital Advisors, Inc.

RIA/Wealth

California Capital Advisors, Inc. is a RIA/Wealth based in Burbank, CA led by Bradley Jay Salo, reporting $321.0M in AUM as of Q3 2025 with 59% concentrated in top 10 holdings.

CIOBradley Jay Salo

Portfolio Value: $282.3M
Positions: 53
Top Holding: VIG at 8.49%
Last Reported: Q3 2025

Address2520 West Olive Avenue, Suite 300, Burbank, CA, 91505, United States

Top Holdings

Largest long holdings in California Capital Advisors, Inc.'s portfolio (58.8% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Dividend Appreciation VIG	Unknown Unknown	$24.0M	8.49%	+$217.5K Bought	— 111.0K shares	Q4 2023 Held for 1y 11m
2 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$23.3M	8.27%	-$391.5K Sold	— 123.1K shares	Q1 2025 Held for 8 months
3 GLD SPDR Gold Trust GLD	Unknown Unknown	$22.9M	8.11%	+$2.0M Bought	— 64.4K shares	Q4 2022 Held for 2y 11m
4 IYH iShares U.S. Healthcare IYH	ETF ETF	$18.1M	6.42%	+$2.5M Bought	— 308.5K shares	Q1 2017 Held for 8y 8m
5 Microsoft MSFT	Software - Infrastructure Technology	$15.5M	5.48%	-$3.1M Sold	0.00% 29.9K shares	Q4 2016 Held for 8y 11m
6 Apple AAPL	Consumer Electronics Technology	$14.4M	5.10%	-$18.3K Sold	0.00% 56.6K shares	Q4 2016 Held for 8y 11m
7 Amazon AMZN	Specialty Retail Consumer Cyclical	$13.9M	4.91%	-$1.6M Sold	0.00% 63.1K shares	Q4 2016 Held for 8y 11m
8 VDC Vanguard Consumer Staples VDC	ETF ETF	$13.3M	4.72%	+$1.2M Bought	— 62.4K shares	Q3 2022 Held for 3y 2m
9 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$11.6M	4.11%	-$2.7M Sold	0.00% 15.8K shares	Q4 2016 Held for 8y 11m
10 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$9.0M	3.18%	-$889.7K Sold	0.00% 37.0K shares	Q4 2016 Held for 8y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in California Capital Advisors, Inc.'s latest filing

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GthenC

Market Value

$282.3M

Prior: $276.7M

Q/Q Change

+2.03%

+$5.6M

Net Flows % of MV

-4.42%

Turnover Ratio

6.6%

New Purchases

4 stocks

$2.3M

Added To

15 stocks

+$9.8M

Sold Out Of

2 stocks

$419.1K

Reduced Holdings

21 stocks

-$24.1M

Increased Positions

Position	Shares Δ	Change
1 iShares Broad USD High Yield Corporate Bond USHY	New	0 → 29.9K +$1.1M
2 iShares 0-3 Month Treasury Bond SGOV	New	0 → 6.9K +$691.8K
3 Coinbase Global, Inc. COIN	New	0 → 672.0 +$226.8K
4 Applied Materials AMAT	New	0 → 1.0K +$204.7K
5 Tesla, Inc. TSLA	+46.31%	1.0K → 1.5K +$209.5K

Decreased Positions

Position	Shares Δ	Change
1 GGME Invesco Next Gen Media and Gaming GGME	Sold	3.5K → 0 −$217.2K
2 Industrial Select Sector SPDR Fund XLI	Sold	1.4K → 0 −$202.0K
3 Constellation Energy CEG	-36.86%	25.2K → 15.9K −$3.1M
4 Nvidia NVDA	-32.2%	54.7K → 37.1K −$3.3M
5 General Electric GE	-26.37%	37.3K → 27.4K −$3.0M