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CIK: 0001872254
Total reported value
$594.1M
$594.1M
134 檔
54.6%
During the Q2 2026 filing period, CV Advisors LLC (CIK: 0001872254) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $594.1M across 134 reported positions.
In Q2 2026, CV Advisors LLC displayed an active expansion posture, initiating 88 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | 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 | 39.72% | +4.38% | -0.67% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.34% | -0.55% | +3.24% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.17% | +0.35% | +29.89% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.06% | +0.39% | +13.30% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.61% | +1.62% | -0.01% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.06% | +0.01% | +10.12% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.08% | +0.97% | +23.92% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.50% | -2.50% | EXIT | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.08% | +0.57% | +51.25% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.72% | -0.20% | +89.84% | |
| 11 | AMAT | Applied Materials Inc | Stock-Tech | 1.47% | -0.52% | — | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.08% | +0.35% | -0.81% | |
| 13 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 0.98% | -0.17% | +1.11% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | -0.06% | +0.01% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | -0.03% | +0.28% | |
| 16 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.83% | -0.16% | — | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 0.81% | -0.11% | -15.70% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 0.76% | -0.19% | -5.23% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.06% | +237.33% | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.56% | -0.08% | — | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 0.55% | -0.39% | +25.75% | |
| 22 | C | Citigroup Inc | Stock-Financials | 0.50% | -0.07% | — | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.46% | -0.07% | — | |
| 24 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.42% | -0.42% | EXIT | |
| 25 | AFL | Aflac Inc | Stock-Financials | 0.41% | -0.06% | — | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.37% | -0.06% | — | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | -0.03% | — | |
| 28 | UBER | Uber Technologies Inc | Stock-Industrials | 0.36% | -0.07% | -16.85% | |
| 29 | AGX | Argan Inc | Stock-Industrials | 0.36% | -0.20% | — | |
| 30 | ADI | Analog Devices Inc | Stock-Tech | 0.35% | -0.03% | — | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | -0.01% | — | |
| 32 | AXP | American Express Co | Stock-Financials | 0.35% | -0.06% | — | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.35% | -0.04% | — | |
| 34 | FDX | Fedex CORP | Stock-Industrials | 0.33% | -0.06% | — | |
| 35 | PGR | Progressive CORP | Stock-Financials | 0.31% | -0.04% | — | |
| 36 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.31% | -0.06% | — | |
| 37 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.30% | -0.07% | — | |
| 38 | MSI | Motorola Solutions Inc | Stock-Tech | 0.30% | -0.01% | — | |
| 39 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.29% | -0.01% | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.29% | EXIT | |
| 41 | CVS | Cvs Health CORP | Stock-Healthcare | 0.28% | -0.07% | — | |
| 42 | PNC | Pnc Financial Services Group | Stock-Financials | 0.27% | -0.05% | — | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.27% | -0.02% | — | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.26% | -0.01% | — | |
| 45 | ALL | Allstate CORP | Stock-Financials | 0.26% | -0.26% | EXIT | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.26% | -0.06% | — | |
| 47 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.25% | -0.01% | — | |
| 48 | AIZ | Assurant Inc | Stock-Financials | 0.25% | -0.02% | — | |
| 49 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.25% | — | — | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.24% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | +2.5% | NEW | New buy |
| 2 | AMAT | Applied Materials Inc | +1.5% | NEW | New buy |
| 3 | GS | Goldman Sachs Group Inc | +0.8% | NEW | New buy |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | +89.84% | Add |
| 5 | C | Citigroup Inc | +0.5% | NEW | New buy |
| 6 | MOD | Modine Manufacturing Co | +0.4% | NEW | New buy |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +237.33% | Add |
| 8 | AFL | Aflac Inc | +0.4% | NEW | New buy |
| 9 | CSCO | Cisco Systems Inc | +0.4% | NEW | New buy |
| 10 | AGX | Argan Inc | +0.4% | NEW | New buy |
| 11 | ADI | Analog Devices Inc | +0.4% | NEW | New buy |
| 12 | V | Visa Inc-class A Shares | +0.4% | NEW | New buy |
| 13 | AXP | American Express Co | +0.4% | NEW | New buy |
| 14 | FDX | Fedex CORP | +0.3% | NEW | New buy |
| 15 | PGR | Progressive CORP | +0.3% | NEW | New buy |
| 16 | DAL | Delta Air Lines Inc | +0.3% | NEW | New buy |
| 17 | DHI | Dr Horton Inc | +0.3% | NEW | New buy |
| 18 | MSI | Motorola Solutions Inc | +0.3% | NEW | New buy |
| 19 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | NEW | New buy |
| 20 | CVS | Cvs Health CORP | +0.3% | NEW | New buy |
| 21 | PNC | Pnc Financial Services Group | +0.3% | NEW | New buy |
| 22 | ORCL | Oracle CORP | +0.3% | NEW | New buy |
| 23 | ALL | Allstate CORP | +0.3% | NEW | New buy |
| 24 | NEE | Nextera Energy Inc | +0.3% | NEW | New buy |
| 25 | BNY | Bank Of New York Mellon CORP | +0.3% | NEW | New buy |
| 26 | AIZ | Assurant Inc | +0.3% | NEW | New buy |
| 27 | TRV | Travelers Cos Inc/the | +0.3% | NEW | New buy |
| 28 | MRK | Merck & Co. Inc. | +0.2% | NEW | New buy |
| 29 | LOW | Lowe's Cos Inc | +0.2% | NEW | New buy |
| 30 | LNC | Lincoln National CORP | +0.2% | NEW | New buy |
| 31 | AON | Aon plc | +0.2% | NEW | New buy |
| 32 | CI | THE Cigna Group | +0.2% | NEW | New buy |
| 33 | OMC | Omnicom Group | +0.2% | NEW | New buy |
| 34 | AVT | Avnet Inc | +0.2% | NEW | New buy |
| 35 | LKQ | Lkq CORP | +0.2% | NEW | New buy |
| 36 | JNJ | Johnson & Johnson | +0.2% | NEW | New buy |
| 37 | ABBV | Abbvie Inc | +0.2% | NEW | New buy |
| 38 | EOG | Eog Resources Inc | +0.2% | NEW | New buy |
| 39 | GPI | Group 1 Automotive Inc | +0.2% | NEW | New buy |
| 40 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | NEW | New buy |
| 41 | ITT | Itt Inc | +0.1% | NEW | New buy |
| 42 | GPC | Genuine Parts Co | +0.1% | NEW | New buy |
| 43 | DVN | Devon Energy CORP | +0.1% | NEW | New buy |
| 44 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | New buy |
| 45 | WDC | Western Digital CORP | +0.1% | +97.76% | Add |
| 46 | PFE | Pfizer Inc | +0.1% | NEW | New buy |
| 47 | CECO | Ceco Environmental CORP | +0.1% | NEW | New buy |
| 48 | VZ | Verizon Communications Inc | +0.1% | NEW | New buy |
| 49 | ED | Consolidated Edison Inc | +0.1% | NEW | New buy |
| 50 | NVS | Novartis Ag-sponsored Adr | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, CV Advisors LLC reported a total U.S. public equity portfolio value of $594.1M across 134 disclosed positions in Q2 2026.
During Q2 2026, CV Advisors LLC's top holdings by market value included SPY (39.7%)、GOOGL (5.3%)、NVDA (5.2%). The largest single position, SPY, represented 39.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, GOOGL, NVDA) accounted for 54.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
TLT
市值: $13.6M
Top Position Liquidated / Trimmed
SPY
前期市值: $188.7M
In Q2 2026, CV Advisors LLC made 112 total portfolio adjustments, initiating 88 new buys, adding to 17 positions, trimming 7 holdings, and fully liquidating 0 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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