CV Advisors

CV Advisors as of March 31, 2026

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
Alphabet Cap Stk Cl A (GOOGL) 6.1 $23M 78k 287.56
Apple (AAPL) 5.8 $21M 84k 253.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.3 $20M 34k 577.29
NVIDIA Corporation (NVDA) 5.1 $19M 108k 174.40
Amazon (AMZN) 4.8 $17M 84k 208.27
Microsoft Corporation (MSFT) 3.6 $13M 36k 370.17
Meta Platforms Cl A (META) 2.1 $7.6M 13k 572.13
Netflix (NFLX) 1.6 $5.8M 61k 96.15
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 1.4 $5.2M 111k 46.60
Bank of America Corporation (BAC) 1.2 $4.4M 91k 48.75
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.1 $4.2M 12k 337.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $4.1M 6.8k 597.59
Alphabet Cap Stk Cl C (GOOG) 1.1 $4.0M 14k 286.86
Broadcom (AVGO) 1.0 $3.7M 12k 309.51
Select Sector Spdr Tr State Street Con (XLY) 0.8 $2.8M 26k 108.98
Ishares Tr National Mun Etf (MUB) 0.7 $2.6M 25k 106.15
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $2.5M 23k 109.00
Uber Technologies (UBER) 0.6 $2.4M 33k 71.93
Tesla Motors (TSLA) 0.5 $1.7M 4.7k 371.77
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.5 $1.7M 3.6k 463.19
Chevron Corporation (CVX) 0.3 $1.2M 5.9k 206.90
Spdr Series Trust State Street Spd (SPYG) 0.3 $1.2M 12k 97.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.1M 2.3k 479.20
Exxon Mobil Corporation (XOM) 0.2 $867k 5.1k 169.66
Jackson Financial Com Cl A (JXN) 0.2 $825k 7.8k 105.72
Coinbase Global Com Cl A (COIN) 0.2 $715k 4.1k 174.61
Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $641k 11k 56.72
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $622k 7.8k 79.57
Ishares Tr Core S&p500 Etf (IVV) 0.1 $449k 687.00 653.30
Tidal Trust I Fundstrat Granny (GRNY) 0.1 $436k 18k 23.87
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $416k 5.3k 78.97
American Intl Group Com New (AIG) 0.1 $388k 5.2k 75.25
Scotts Miracle-gro Cl A (SMG) 0.1 $353k 5.8k 60.81
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $326k 2.3k 142.42
Ishares Tr Russell 2000 Etf (IWM) 0.1 $298k 1.2k 247.93
Blackstone Secd Lending Common Stock (BXSL) 0.1 $285k 12k 23.69
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $247k 644.00 383.40
Dell Technologies CL C (DELL) 0.1 $242k 1.5k 164.13
Applovin Corp Com Cl A (APP) 0.1 $235k 590.00 398.00
Wedbush Ser Tr Dan Ives Wedbush (IVES) 0.1 $226k 8.0k 28.37
United Parcel Svcs CL B (UPS) 0.1 $219k 2.2k 98.38
Vanguard Index Fds Growth Etf (VUG) 0.1 $216k 3.0k 72.80
JPMorgan Chase & Co. (JPM) 0.1 $211k 718.00 294.16
Wisdomtree Tr Us High Dividend (DHS) 0.1 $208k 1.9k 109.22
Western Digital (WDC) 0.1 $205k 758.00 270.49