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 73.90% of CV Advisors's stock portfolio.
- Added to shares of these 10 stocks: TSM, AVGO, CMF, AAPL, META, MUB, DELL, APP, TSLA, VUG.
- Started 6 new stock positions in VUG, WDC, DHS, CMF, APP, DELL.
- Reduced shares in these 10 stocks: SPY, BAC, PANW, IVV, BX, SPOT, NVDA, ALAB, , UBER.
- Sold out of its positions in ALAB, BX, GE, ORCL, PLTR, PANW, SHOP, SPOT.
- CV Advisors was a net seller of stock by $-889k.
- CV Advisors has $367M in assets under management (AUM), dropping by -6.53%.
- Central Index Key (CIK): 0001872254
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Portfolio Holdings for CV Advisors
CV Advisors holds 46 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 51.5 | $189M | 290k | 650.34 |
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| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $23M | 78k | 287.56 |
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| Apple (AAPL) | 5.8 | $21M | +3% | 84k | 253.79 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.3 | $20M | 34k | 577.29 |
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| NVIDIA Corporation (NVDA) | 5.1 | $19M | 108k | 174.40 |
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| Amazon (AMZN) | 4.8 | $17M | 84k | 208.27 |
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| Microsoft Corporation (MSFT) | 3.6 | $13M | 36k | 370.17 |
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| Meta Platforms Cl A (META) | 2.1 | $7.6M | +4% | 13k | 572.13 |
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| Netflix (NFLX) | 1.6 | $5.8M | +2% | 61k | 96.15 |
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| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 1.4 | $5.2M | +2% | 111k | 46.60 |
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| Bank of America Corporation (BAC) | 1.2 | $4.4M | -13% | 91k | 48.75 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.1 | $4.2M | +32% | 12k | 337.95 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $4.1M | 6.8k | 597.59 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $4.0M | 14k | 286.86 |
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| Broadcom (AVGO) | 1.0 | $3.7M | +24% | 12k | 309.51 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.8 | $2.8M | 26k | 108.98 |
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| Ishares Tr National Mun Etf (MUB) | 0.7 | $2.6M | +12% | 25k | 106.15 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.7 | $2.5M | +5% | 23k | 109.00 |
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| Uber Technologies (UBER) | 0.6 | $2.4M | -10% | 33k | 71.93 |
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| Tesla Motors (TSLA) | 0.5 | $1.7M | +14% | 4.7k | 371.77 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.5 | $1.7M | 3.6k | 463.19 |
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| Chevron Corporation (CVX) | 0.3 | $1.2M | 5.9k | 206.90 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.3 | $1.2M | 12k | 97.91 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.1M | -4% | 2.3k | 479.20 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $867k | 5.1k | 169.66 |
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| Jackson Financial Com Cl A (JXN) | 0.2 | $825k | 7.8k | 105.72 |
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| Coinbase Global Com Cl A (COIN) | 0.2 | $715k | 4.1k | 174.61 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $641k | NEW | 11k | 56.72 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $622k | 7.8k | 79.57 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $449k | -58% | 687.00 | 653.30 |
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| Tidal Trust I Fundstrat Granny (GRNY) | 0.1 | $436k | 18k | 23.87 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $416k | 5.3k | 78.97 |
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| American Intl Group Com New (AIG) | 0.1 | $388k | 5.2k | 75.25 |
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| Scotts Miracle-gro Cl A (SMG) | 0.1 | $353k | 5.8k | 60.81 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $326k | 2.3k | 142.42 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $298k | 1.2k | 247.93 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.1 | $285k | 12k | 23.69 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $247k | -9% | 644.00 | 383.40 |
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| Dell Technologies CL C (DELL) | 0.1 | $242k | NEW | 1.5k | 164.13 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $235k | NEW | 590.00 | 398.00 |
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| Wedbush Ser Tr Dan Ives Wedbush (IVES) | 0.1 | $226k | 8.0k | 28.37 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $219k | 2.2k | 98.38 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $216k | NEW | 3.0k | 72.80 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $211k | 718.00 | 294.16 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $208k | NEW | 1.9k | 109.22 |
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| Western Digital (WDC) | 0.1 | $205k | NEW | 758.00 | 270.49 |
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Past Filings by CV Advisors
SEC 13F filings are viewable for CV Advisors going back to 2021
- CV Advisors 2026 Q1 filed May 1, 2026
- 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