CVFG LLC - Portfolio overview

CVFG LLC has 240 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SPTM - SPDR SERIES TRUST, 5.74%
2. QQQM - INVESCO EXCH TRADED FD TR II, 3.52%
3. SPYG - SPDR SERIES TRUST, 3.28%

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

Explore securities or join Upside Invest to compare portfolios.