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CIK: 0001872254
Total reported value
$541.9M
$541.9M
50 檔
51.0%
As reported in its official Q3 2025 Form 13F filing, CV Advisors LLC's tracked investment portfolio stood at $541.9M with 50 total positions.
In Q3 2025, CV Advisors LLC displayed an active expansion posture, initiating 20 new positions and adding to 12 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, NVDA) accounted for 51.0% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 54.60% | -11.77% | +1.93% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.83% | -0.73% | -0.57% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.71% | +0.04% | +1.02% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.32% | -0.81% | +1.75% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.16% | -0.57% | +0.67% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.12% | -0.70% | -0.66% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.62% | +0.01% | +16.06% | |
| 8 | NFLX | Netflix Inc | Stock-Comm Services | 2.04% | -0.83% | -0.90% | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 1.50% | -0.40% | — | |
| 10 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 1.36% | -0.43% | — | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | -0.24% | +0.56% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | +0.63% | +13.75% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.86% | -0.21% | — | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.82% | -0.22% | — | |
| 15 | UBER | Uber Technologies Inc | Stock-Industrials | 0.65% | -0.28% | — | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 0.49% | -0.16% | +12.71% | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.47% | -0.11% | — | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | -0.11% | +4.39% | |
| 19 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.38% | -0.13% | — | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.35% | -0.06% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | +0.41% | +3.75% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | -0.18% | — | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.28% | -0.15% | +11.40% | |
| 24 | BX | Blackstone Inc | Stock-Financials | 0.27% | — | — | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.25% | — | +18.74% | |
| 26 | JXN | Jackson Financial Inc-a | Stock-Financials | 0.22% | -0.07% | — | |
| 27 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.19% | — | — | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.18% | +0.27% | NEW | |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.18% | -0.05% | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | +0.05% | — | |
| 31 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.13% | -0.03% | — | |
| 32 | BCSF | Bain Capital Specialty Finan | Stock-Other | 0.12% | — | — | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.12% | -0.03% | — | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.12% | -0.06% | — | |
| 35 | AIG | American International Group | Stock-Financials | 0.11% | -0.04% | -74.22% | |
| 36 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.11% | -0.03% | +27.91% | |
| 37 | ALAB | Astera Labs Inc | Stock-Tech | 0.11% | — | — | |
| 38 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.10% | — | — | |
| 39 | SMG | Scotts Miracle-gro Co | Stock-Materials | 0.09% | -0.03% | — | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.09% | — | -24.77% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.08% | -0.01% | — | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | +0.09% | — | |
| 43 | IVES | Dan Wedbush Ai Rev ETF | ETF-Other | 0.07% | — | — | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.07% | -0.01% | — | |
| 45 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.06% | +0.01% | — | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.06% | — | — | |
| 47 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.06% | — | -36.96% | |
| 48 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.06% | — | — | |
| 49 | DELL | Dell Technologies -c | Stock-Tech | 0.06% | +0.05% | — | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.06% | +0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | +1.02% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +1.2% | +1.75% | Add |
| 3 | MSFT | Microsoft CORP | +0.5% | +0.67% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.4% | +16.06% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +13.75% | Add |
| 6 | TSLA | Tesla Inc | +0.1% | +4.39% | Add |
| 7 | AVGO | Broadcom Inc | +0.1% | — | Trim |
| 8 | NFLX | Netflix Inc | +0.1% | -0.90% | Add |
| 9 | COIN | Coinbase Global Inc -class A | +0.1% | — | Trim |
| 10 | PANW | Palo Alto Networks Inc | 0% | +18.74% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Add |
| 12 | JXN | Jackson Financial Inc-a | 0% | — | Unchanged |
| 13 | RIVN | Rivian Automotive Inc-a | 0% | -36.96% | Trim |
| 14 | WMT | Walmart Inc | 0% | -24.77% | Trim |
| 15 | XOM | Exxon Mobil CORP | -0.1% | — | Unchanged |
| 16 | VOO | Vanguard S&p 500 ETF | -0.1% | +0.56% | Add |
| 17 | BAC | Bank Of America CORP | -0.1% | — | Trim |
| 18 | CVX | Chevron CORP | -0.1% | +11.40% | Add |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | — | Trim |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.3% | — | Trim |
| 21 | AIG | American International Group | -0.5% | -74.22% | Trim |
| 22 | AMZN | Amazon.com Inc | -0.5% | -0.66% | Trim |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.9% | +1.93% | Add |
| 24 | AAPL | Apple Inc | -1% | -0.57% | Trim |
| 25 | MUB | Ishares National Muni Bond E | -1.2% | +12.71% | Trim |
| 26 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | Sold out |
| 27 | JBBB | Janus Henderson B-bbb Clo Et | — | NEW | New buy |
| 28 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 29 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | New buy |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | NEW | New buy |
| 32 | RCL | Royal Caribbean Cruises Ltd. | — | EXIT | Sold out |
| 33 | BX | Blackstone Inc | — | NEW | New buy |
| 34 | SPOT | Spotify Technology S.A. | — | NEW | New buy |
| 35 | ORCL | Oracle CORP | — | NEW | New buy |
| 36 | GRNY | Fundstr Gran Sh US Lrg Cap | — | NEW | New buy |
| 37 | BCSF | Bain Capital Specialty Finan | — | NEW | New buy |
| 38 | ALAB | Astera Labs Inc | — | NEW | New buy |
| 39 | RBLX | Roblox CORP -class A | — | NEW | New buy |
| 40 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 41 | IVES | Dan Wedbush Ai Rev ETF | — | NEW | New buy |
| 42 | UPS | United Parcel Service-cl B | — | EXIT | Sold out |
| 43 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 44 | AHCO | Adapthealth CORP | — | EXIT | Sold out |
| 45 | SPWR | Sunpower Inc | — | EXIT | Sold out |
| 46 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 47 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 48 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 49 | DELL | Dell Technologies -c | — | NEW | New buy |
| 50 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
According to official SEC Form 13F filings, CV Advisors LLC reported a total U.S. public equity portfolio value of $541.9M across 50 disclosed positions in Q3 2025.
During Q3 2025, CV Advisors LLC's top holdings by market value included SPY (54.6%)、AAPL (5.8%)、NVDA (5.7%). The largest single position, SPY, represented 54.6% of total portfolio value.
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Top New Position Initiated
JBBB
市值: $4.9M
Top Position Liquidated / Trimmed
QQQ
前期市值: $12.4M
In Q3 2025, CV Advisors LLC made 48 total portfolio adjustments, initiating 20 new buys, adding to 12 positions, trimming 11 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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