account_balance
Investment manager · 13F filer · SEC CIK 2050974
CVFG LLC
Reported value$922Mas of Sep 30, 2026
Positions250 20 new, 20 sold out
Top 10 weight31.1%SPTM alone is 6%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPTMSPDR Series Trust
6.1%
QQQMInvesco Exch Traded Fd Tr II
4.0%
SPYGSPDR Series Trust
3.7%
NVDANVIDIA Corp
3.4%Trimmed −2%
DGRWWisdomtree Tr
3.0%
AAPLApple Inc.
2.8%
SPYMSPDR Series Trust
2.1%
LLYELI Lilly & Co
2.1%Added +4%
MSFTMicrosoft Corp
2.0%Trimmed −5%
MUMicron Technology Inc
1.8%
STXSeagate Technology Holdings PLC
1.7%Trimmed −4%
BEBloom Energy Corp
1.5%−10%
SPTMSPDR Series Trust
6.1%
QQQMInvesco Exch Traded Fd Tr II
4.0%
SPYGSPDR Series Trust
3.7%
NVDANVIDIA Corp
3.4%Trimmed −2%
DGRWWisdomtree Tr
3.0%
AAPLApple Inc.
2.8%
SPYMSPDR Series Trust
2.1%
LLYELI Lilly & Co
2.1%
MSFTMicrosoft Corp
2.0%
MU1.8%STX1.7%BEBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPTM SPDR Series Trust 6.1% Held
QQQM Invesco Exch Traded Fd Tr II 4.0% Held
SPYG SPDR Series Trust 3.7% Held
NVDA NVIDIA Corp 3.4% Trimmed −2%DGRW Wisdomtree Tr 3.0% Held
AAPL Apple Inc. 2.8% HeldSPYM SPDR Series Trust 2.1% Held
LLY ELI Lilly & Co 2.1% Added +4%MSFT Microsoft Corp 2.0% Trimmed −5%MU Micron Technology Inc 1.8% HeldSTX Seagate Technology Holdings PLC 1.7% Trimmed −4%BE Bloom Energy Corp 1.5% Trimmed −10%What changed
Biggest moves since Jun 30, 2026
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