CDKV HOLDINGS LLC - Portfolio overview

CDKV HOLDINGS LLC has 270 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 18.67%
2. SCHV - SCHWAB STRATEGIC TR, 9.81%
3. VUG - VANGUARD INDEX FDS, 6.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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