Cv Advisors LLC Portfolio Holdings

Cv Advisors LLC

  • $360 Million
  • Q3 2025

Cv Advisors LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $360 Million distributed in 50 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 $197M, Apple Inc. with a value of $21M, Nvidia Corp with a value of $20.6M, Alphabet Inc. with a value of $19.2M, and Microsoft Corp with a value of $18.6M.

Examining the 13F form we can see an increase of $34.8M in the current position value, from $325M to 360M.

Cv Advisors LLC is based out at Aventura, FL

Below you can find more details about Cv Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $360 Million
ETFs: $219 Million
Technology: $67.8 Million
Communication Services: $40.5 Million
Consumer Cyclical: $20.4 Million
Financial Services: $9.83 Million
Energy: $1.59 Million
Basic Materials: $330,000
Consumer Defensive: $320,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$197 Million 54.77% of portfolio
295,858
Q3 2025 Added 1.93%
$4.3T
$21 Million 5.85% of portfolio
82,660
Q3 2025 Reduced 0.57%
$465B
$20.6 Million 5.73% of portfolio
110,494
Q3 2025 Added 1.02%
$1.65T
$19.2 Million 5.34% of portfolio
79,065
Q3 2025 Added 1.75%
$3.78T
$18.6 Million 5.17% of portfolio
35,955
Q3 2025 Added 0.67%
$2.39T
$18.5 Million 5.13% of portfolio
84,160
Q3 2025 Reduced 0.66%
$1.37T
$9.46 Million 2.63% of portfolio
12,887
Q3 2025 Added 16.06%
$49.1B
$7.35 Million 2.04% of portfolio
6,134
Q3 2025 Reduced 0.9%
$413B
$5.41 Million 1.5% of portfolio
104,948
Q2 2025 Reduced 2.48%
$0
$4.94 Million 1.37% of portfolio
102,629
Q3 2025 New
$0
$4.16 Million 1.16% of portfolio
6,801
Q3 2025 Added 0.56%
$1.74T
$3.41 Million 0.95% of portfolio
13,999
Q3 2025 Added 13.75%
$0
$3.12 Million 0.87% of portfolio
13,000
Q3 2025 New
$0
$2.94 Million 0.82% of portfolio
26,400
Q2 2025 Reduced 6.3%
$181B
$2.34 Million 0.65% of portfolio
23,860
Q3 2025 New
$0
$1.78 Million 0.5% of portfolio
16,740
Q3 2025 Added 12.71%
$1.29T
$1.69 Million 0.47% of portfolio
3,804
Q3 2025 Added 4.39%
$40.3B
$1.38 Million 0.38% of portfolio
4,092
Q2 2025 Reduced 24.59%
$0
$1.26 Million 0.35% of portfolio
12,035
Q3 2025 New
$662B
$1.18 Million 0.33% of portfolio
2,353
Q3 2025 Added 3.75%
$139B
$1.18 Million 0.33% of portfolio
3,564
Q2 2025 Reduced 7.52%
$303B
$1.02 Million 0.28% of portfolio
6,545
Q3 2025 Added 11.4%
$98.1B
$982,000 0.27% of portfolio
5,749
Q3 2025 New
$61.4B
$903,000 0.25% of portfolio
4,436
Q3 2025 Added 18.74%
$8.02B
$789,000 0.22% of portfolio
7,800
Q4 2024 New
$123B
$698,000 0.19% of portfolio
1,000
Q3 2025 New
$0
$634,000 0.18% of portfolio
7,821
Q4 2024 New
$593B
$659,000 0.18% of portfolio
2,346
Q3 2025 New
$490B
$576,000 0.16% of portfolio
5,111
Q1 2025 New
$1.46T
$416,000 0.12% of portfolio
1,493
Q2 2025 Added 14.85%
$897M
$448,000 0.12% of portfolio
31,500
Q3 2025 New
$0
$420,000 0.12% of portfolio
5,267
Q2 2025 Reduced 26.51%
$4.41B
$401,000 0.11% of portfolio
15,388
Q3 2025 Added 27.91%
$59.1B
$404,000 0.11% of portfolio
5,155
Q3 2025 Reduced 74.23%
$55.8B
$362,000 0.1% of portfolio
2,620
Q2 2025 New
$3.14B
$330,000 0.09% of portfolio
5,800
Q4 2024 New
$279B
$320,000 0.09% of portfolio
3,110
Q3 2025 Reduced 24.77%
$0
$306,000 0.09% of portfolio
1,265
Q3 2025 New
$0
$301,000 0.08% of portfolio
451
Q2 2025 Reduced 8.89%
$0
$236,000 0.07% of portfolio
494
Q2 2025 New
$0
$223,000 0.06% of portfolio
684
Q3 2025 New
$881B
$209,000 0.06% of portfolio
663
Q3 2025 New
$174B
$216,000 0.06% of portfolio
1,460
Q3 2025 New
$34.7B
$209,000 0.06% of portfolio
1,476
Q3 2025 New
$13.3B
$218,000 0.06% of portfolio
14,908
Q3 2025 Reduced 36.96%
$342B
$218,000 0.06% of portfolio
1,200
Q3 2025 New
Tidal Trust I
-
$0 0.0% of portfolio
-
Q2 2025 New
Astera Labs Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Wedbush Ser Tr
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $360 Million
  • Prior Value $325 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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