CVFG LLC - Portfolio Stock Holdings
CVFG LLC disclosed 265 stock positions in a recent SEC 13F filing. $951,238,702 of stock holdings were filed, with the largest holdings including SPTM, QQQM, and SPYG. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,154,353,259 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
265Est. Stock Holding Value:
$951,238,702Top Stock Holdings By Sector
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Portfolio Stock Holdings - CVFG LLC
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