Cvfg LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $138 Billion distributed in 99 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 $9.6B, Apple Inc. with a value of $8.16B, Spdr Dow Jones Industrial Average ETF Trust with a value of $7.29B, Vanguard Total Stock Market Et with a value of $6.28B, and Spdr Ser Tr Spdr Msci Acwi Ex with a value of $5.89B.
Examining the 13F form we can see an increase of $12.4B in the current position value, from $126B to 138B.
Cvfg LLC is based out at Shelbyville, IN
Below you can find more details about Cvfg LLC portfolio as well as his latest detailed transactions.
Portfolio value
$138 Billion
ETFs: $82.2 Billion
Technology: $18.8 Billion
Financial Services: $7.43 Billion
Consumer Cyclical: $6.9 Billion
Healthcare: $5 Billion
Communication Services: $4.52 Billion
Consumer Defensive: $3.23 Billion
Industrials: $3.07 Billion
Other: $1.88 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
