Cvfg LLC Portfolio Holdings

Cvfg LLC

$138 Billion
Q3 2025

Cvfg LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $138 Billion distributed in 99 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 $9.6B, Apple Inc. with a value of $8.16B, Spdr Dow Jones Industrial Average ETF Trust with a value of $7.29B, Vanguard Total Stock Market Et with a value of $6.28B, and Spdr Ser Tr Spdr Msci Acwi Ex with a value of $5.89B.

Examining the 13F form we can see an increase of $12.4B in the current position value, from $126B to 138B.

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 $138 Billion

ETFs: $82.2 Billion

Technology: $18.8 Billion

Financial Services: $7.43 Billion

Consumer Cyclical: $6.9 Billion

Healthcare: $5 Billion

Communication Services: $4.52 Billion

Consumer Defensive: $3.23 Billion

Industrials: $3.07 Billion

Other: $1.88 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
JUPW Jupiter Wellness, Inc. Healthcare	$64.5M	$3.35 Million 0.0% of portfolio	12,500	Q2 2025 New

Summary

Portfolio
No. of Stocks 99
Current Value $138 Billion
Prior Value $126 Billion
Filing
Period Q3 2025
Filing Date November 10, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 4 stocks
Additional Purchases 50 stocks
Sold out of 0 stocks
Reduced holdings in 34 stocks

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