CV Advisors
Latest statistics and disclosures from CV Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, GOOGL, AAPL, QQQ, NVDA, and represent 73.31% of CV Advisors's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$21M), NFLX, TSM, AVGO, XLY, UBER, IVV, MUB, ITOT, JBBB.
- Started 4 new stock positions in QQQ, GE, ITOT, UPS.
- Reduced shares in these 10 stocks: SPY, LQD, BCSF, AAPL, GOOGL, BX, RBLX, WMT, AMZN, VUG.
- Sold out of its positions in BCSF, DELL, RIVN, RBLX, VUG, WMT.
- CV Advisors was a net buyer of stock by $29M.
- CV Advisors has $392M in assets under management (AUM), dropping by 8.61%.
- Central Index Key (CIK): 0001872254
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Portfolio Holdings for CV Advisors
CV Advisors holds 48 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 50.9 | $200M | 293k | 681.92 |
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| Alphabet Cap Stk Cl A (GOOGL) | 6.2 | $24M | 78k | 313.00 |
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| Apple (AAPL) | 5.6 | $22M | 81k | 271.86 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.4 | $21M | NEW | 34k | 614.31 |
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| NVIDIA Corporation (NVDA) | 5.2 | $21M | 110k | 186.50 |
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| Amazon (AMZN) | 4.9 | $19M | 83k | 230.82 |
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| Microsoft Corporation (MSFT) | 4.4 | $17M | 36k | 483.62 |
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| Meta Platforms Cl A (META) | 2.1 | $8.4M | 13k | 660.09 |
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| Bank of America Corporation (BAC) | 1.5 | $5.8M | 105k | 55.00 |
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| Netflix (NFLX) | 1.4 | $5.5M | +863% | 59k | 93.76 |
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| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 1.3 | $5.2M | +5% | 109k | 47.70 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $4.4M | 14k | 313.80 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $4.3M | 6.8k | 627.17 |
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| Broadcom (AVGO) | 0.9 | $3.3M | +171% | 9.7k | 346.10 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.8 | $3.1M | +100% | 26k | 119.41 |
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| Uber Technologies (UBER) | 0.8 | $3.0M | +52% | 37k | 81.71 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $2.8M | +523% | 9.3k | 303.89 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $2.4M | -18% | 22k | 110.19 |
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| Ishares Tr National Mun Etf (MUB) | 0.6 | $2.3M | +30% | 22k | 107.11 |
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| Tesla Motors (TSLA) | 0.5 | $1.9M | +8% | 4.1k | 449.74 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.5 | $1.8M | 3.7k | 480.54 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.3 | $1.3M | 12k | 106.70 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.2M | +268% | 1.7k | 723.99 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.2M | 2.4k | 502.65 |
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| Coinbase Global Com Cl A (COIN) | 0.2 | $925k | 4.1k | 226.14 |
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| Chevron Corporation (CVX) | 0.2 | $903k | -9% | 5.9k | 152.41 |
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| Jackson Financial Com Cl A (JXN) | 0.2 | $832k | 7.8k | 106.65 |
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| Palo Alto Networks (PANW) | 0.2 | $688k | -15% | 3.7k | 184.20 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $631k | 7.8k | 80.62 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $615k | 5.1k | 120.34 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $517k | -41% | 3.4k | 154.14 |
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| Tidal Trust I Fundstrat Granny (GRNY) | 0.1 | $453k | 18k | 24.76 |
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| American Intl Group Com New (AIG) | 0.1 | $441k | 5.2k | 85.55 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $420k | 5.3k | 79.73 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $369k | -36% | 636.00 | 580.71 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $340k | NEW | 2.3k | 148.68 |
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| Scotts Miracle-gro Cl A (SMG) | 0.1 | $338k | 5.8k | 58.35 |
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| Astera Labs (ALAB) | 0.1 | $333k | 2.0k | 166.36 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.1 | $317k | -21% | 12k | 26.33 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $295k | -5% | 1.2k | 246.17 |
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| Oracle Corporation (ORCL) | 0.1 | $292k | -36% | 1.5k | 194.91 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $255k | +3% | 709.00 | 360.13 |
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| Wedbush Ser Tr Dan Ives Wedbush (IVES) | 0.1 | $252k | 8.0k | 31.61 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $231k | +8% | 718.00 | 322.22 |
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| Ge Aerospace Com New (GE) | 0.1 | $228k | NEW | 739.00 | 308.03 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $227k | -3% | 1.4k | 160.97 |
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| United Parcel Service CL B (UPS) | 0.1 | $221k | NEW | 2.2k | 99.19 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $213k | 1.2k | 177.75 |
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Past Filings by CV Advisors
SEC 13F filings are viewable for CV Advisors going back to 2021
- CV Advisors 2025 Q4 filed Jan. 20, 2026
- CV Advisors 2025 Q3 filed Oct. 21, 2025
- CV Advisors 2025 Q2 filed July 25, 2025
- CV Advisors 2025 Q1 filed April 22, 2025
- CV Advisors 2024 Q4 filed Feb. 10, 2025
- CV Advisors 2024 Q3 filed Oct. 30, 2024
- CV Advisors 2024 Q2 filed July 24, 2024
- CV Advisors 2024 Q1 filed May 3, 2024
- CV Advisors 2023 Q4 filed Feb. 1, 2024
- CV Advisors 2023 Q3 filed Nov. 3, 2023
- CV Advisors 2023 Q2 filed Aug. 10, 2023
- CV Advisors 2023 Q1 filed May 11, 2023
- CV Advisors 2022 Q4 filed Feb. 15, 2023
- CV Advisors 2022 Q3 filed Nov. 7, 2022
- CV Advisors 2022 Q2 filed Aug. 10, 2022
- CV Advisors 2022 Q1 filed May 12, 2022