CV Advisors

CV Advisors as of Dec. 31, 2025

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
Alphabet Cap Stk Cl A (GOOGL) 6.2 $24M 78k 313.00
Apple (AAPL) 5.6 $22M 81k 271.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.4 $21M 34k 614.31
NVIDIA Corporation (NVDA) 5.2 $21M 110k 186.50
Amazon (AMZN) 4.9 $19M 83k 230.82
Microsoft Corporation (MSFT) 4.4 $17M 36k 483.62
Meta Platforms Cl A (META) 2.1 $8.4M 13k 660.09
Bank of America Corporation (BAC) 1.5 $5.8M 105k 55.00
Netflix (NFLX) 1.4 $5.5M 59k 93.76
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 1.3 $5.2M 109k 47.70
Alphabet Cap Stk Cl C (GOOG) 1.1 $4.4M 14k 313.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $4.3M 6.8k 627.17
Broadcom (AVGO) 0.9 $3.3M 9.7k 346.10
Select Sector Spdr Tr State Street Con (XLY) 0.8 $3.1M 26k 119.41
Uber Technologies (UBER) 0.8 $3.0M 37k 81.71
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $2.8M 9.3k 303.89
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $2.4M 22k 110.19
Ishares Tr National Mun Etf (MUB) 0.6 $2.3M 22k 107.11
Tesla Motors (TSLA) 0.5 $1.9M 4.1k 449.74
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $1.8M 3.7k 480.54
Spdr Series Trust State Street Spd (SPYG) 0.3 $1.3M 12k 106.70
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.2M 1.7k 723.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.2M 2.4k 502.65
Coinbase Global Com Cl A (COIN) 0.2 $925k 4.1k 226.14
Chevron Corporation (CVX) 0.2 $903k 5.9k 152.41
Jackson Financial Com Cl A (JXN) 0.2 $832k 7.8k 106.65
Palo Alto Networks (PANW) 0.2 $688k 3.7k 184.20
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $631k 7.8k 80.62
Exxon Mobil Corporation (XOM) 0.2 $615k 5.1k 120.34
Blackstone Group Inc Com Cl A (BX) 0.1 $517k 3.4k 154.14
Tidal Trust I Fundstrat Granny (GRNY) 0.1 $453k 18k 24.76
American Intl Group Com New (AIG) 0.1 $441k 5.2k 85.55
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $420k 5.3k 79.73
Spotify Technology S A SHS (SPOT) 0.1 $369k 636.00 580.71
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $340k 2.3k 148.68
Scotts Miracle-gro Cl A (SMG) 0.1 $338k 5.8k 58.35
Astera Labs (ALAB) 0.1 $333k 2.0k 166.36
Blackstone Secd Lending Common Stock (BXSL) 0.1 $317k 12k 26.33
Ishares Tr Russell 2000 Etf (IWM) 0.1 $295k 1.2k 246.17
Oracle Corporation (ORCL) 0.1 $292k 1.5k 194.91
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $255k 709.00 360.13
Wedbush Ser Tr Dan Ives Wedbush (IVES) 0.1 $252k 8.0k 31.61
JPMorgan Chase & Co. (JPM) 0.1 $231k 718.00 322.22
Ge Aerospace Com New (GE) 0.1 $228k 739.00 308.03
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $227k 1.4k 160.97
United Parcel Service CL B (UPS) 0.1 $221k 2.2k 99.19
Palantir Technologies Cl A (PLTR) 0.1 $213k 1.2k 177.75