CVFG LLC — 13F holdings

CVFG LLC reported 250 holdings worth $952M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. SPTM SPDR SERIES TRUST — $55.9M (5.9%)
  2. QQQM INVESCO EXCH TRADED FD TR II — $37.1M (3.9%)
  3. SPYG SPDR SERIES TRUST — $33.1M (3.5%)
  4. NVDA NVIDIA CORPORATION — $28.0M (2.9%)
  5. DGRW WISDOMTREE TR — $26.6M (2.8%)
  6. AAPL APPLE INC — $22.4M (2.4%)
  7. LLY ELI LILLY & CO — $19.6M (2.1%)
  8. SPYM SPDR SERIES TRUST — $19.3M (2.0%)
  9. MU MICRON TECHNOLOGY INC — $18.4M (1.9%)
  10. STX SEAGATE TECHNOLOGY HLDNGS PL — $17.2M (1.8%)