Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CVFG LLC (CIK 2050974) reported $804.3M across 237 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPTM ($46.2M, 5.74%), QQQM ($28.3M, 3.52%), SPYG ($26.4M, 3.28%), NVDA ($25.6M, 3.18%), DGRW ($23.4M, 2.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $46.2M | 5.74% | 584,153 | New |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | $28.3M | 3.52% | 119,217 | Added |
| 3 | SPYG | SPDR SERIES TRUST | $26.4M | 3.28% | 269,679 | New |
| 4 | NVDA | NVIDIA CORPORATION | $25.6M | 3.18% | 146,545 | Added |
| 5 | DGRW | WISDOMTREE TR | $23.4M | 2.91% | 266,242 | New |
| 6 | AAPL | APPLE INC | $20.7M | 2.58% | 81,665 | Added |
| 7 | LLY | ELI LILLY & CO | $15.5M | 1.93% | 16,904 | Added |
| 8 | SPLG | SPDR SERIES TRUST | $15.5M | 1.93% | 202,616 | New |
| 9 | MSFT | MICROSOFT CORP | $15.1M | 1.88% | 40,843 | Added |
| 10 | AMZN | AMAZON COM INC | $12.3M | 1.53% | 59,013 | Added |
| 11 | VRT | VERTIV HOLDINGS CO | $11.9M | 1.48% | 47,567 | New |
| 12 | GOOGL | ALPHABET INC | $11.7M | 1.46% | 40,810 | Added |
| 13 | BSCU | INVESCO EXCH TRD SLF IDX FD | $11.2M | 1.39% | 670,503 | New |
| 14 | AGX | ARGAN INC | $11.0M | 1.36% | 20,151 | New |
| 15 | JPM | JPMORGAN CHASE & CO | $10.6M | 1.32% | 35,992 | Added |
| 16 | BSCT | INVESCO EXCH TRD SLF IDX FD | $10.5M | 1.30% | 560,692 | New |
| 17 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $10.2M | 1.27% | 521,129 | New |
| 18 | BE | BLOOM ENERGY CORP | $10.1M | 1.26% | 74,645 | New |
| 19 | CAT | CATERPILLAR INC | $9.9M | 1.23% | 13,993 | New |
| 20 | BSCS | INVESCO EXCH TRD SLF IDX FD | $9.3M | 1.15% | 453,297 | New |
| 21 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $8.9M | 1.11% | 22,691 | New |
| 22 | UI | UBIQUITI INC | $8.8M | 1.10% | 11,159 | New |
| 23 | CAH | CARDINAL HEALTH INC | $8.2M | 1.02% | 38,666 | New |
| 24 | TTMI | TTM TECHNOLOGIES INC | $8.1M | 1.00% | 82,969 | New |
| 25 | NFLX | NETFLIX INC. | $7.9M | 0.98% | 82,395 | Added |
Source: SEC Form 13F filings · as of 2026-03-31