Cvfg LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $110 Billion distributed in 91 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $7.64B, Apple Inc. with a value of $7.12B, Spdr Dow Jones Industrial Average ETF Trust with a value of $5.87B, Vanguard Total Stock Market Et with a value of $5.14B, and Spdr Ser Tr Spdr Msci Acwi Ex with a value of $4.57B.
Examining the 13F form we can see an increase of $320M in the current position value, from $110B to 110B.
Cvfg LLC is based out at Shelbyville, IN
Below you can find more details about Cvfg LLC portfolio as well as his latest detailed transactions.
Portfolio value
$110 Billion
ETFs: $63.9 Billion
Technology: $14.7 Billion
Financial Services: $6.63 Billion
Healthcare: $5.23 Billion
Consumer Cyclical: $5.23 Billion
Consumer Defensive: $3.15 Billion
Industrials: $3 Billion
Communication Services: $2.71 Billion
Other: $1.79 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
