account_balance

Investment manager · 13F filer · SEC CIK 2109928

CDKV Holdings LLC

Reported value$132Mas of Sep 30, 2026
Positions278 2 new, 0 sold out
Top 10 weight56.1%SCHG alone is 18%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes 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
SCHG Schwab Strategic Tr 18.0% Held
Invesco QQQ Tr 9.4% Held
SCHV Schwab Strategic Tr 8.6% Held
VUG Vanguard Index FDS 6.4% Held
AAPL Apple Inc. 2.8% Added +17%BRK-B Berkshire Hathaway Inc 2.3% Added +336%
SCHM Schwab Strategic Tr 2.2% Held
VHT Vanguard World Fd 2.2% Held
IEI iShares Tr 2.1% Trimmed −8%
SCHF Schwab Strategic Tr 2.1% Held
VGT Vanguard World Fd 2.0% Trimmed −3%
SCHA Schwab Strategic Tr 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 31, 2026 filing
add_circleNew
  • XAR $53.2K
  • RSG $19.9K
arrow_upwardAdded
arrow_downwardTrimmed
  • CATH −20%
  • MGC −12%
  • META −11%
  • IEI −8%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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