StockDrifts LogoStockDrifts

Cvfg Llc

Portfolio Manager
Cvfg Llc
Performance
-4.04% (2026 Q1)
AUM (13F)
$804.35M
# of Holdings
239
Performance Rank
Allocation (Top 20)
41.7%

Cvfg Llc Holdings Map

Top 50 Cvfg Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPTM
SPDR SERIES TRUST
5.74%584.2K$46.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 584.2K shares
$80.78(+11.28%)
2026-03-31
QQQM
INVESCO EXCH TRADED FD TR II
3.52%119.2K$28.3M
+497.61%(+99.27K)
2025-Q1: 18.1K shares2025-Q2: 20.0K shares2025-Q3: 20.0K shares2025-Q4: 19.9K shares2026-Q1: 119.2K shares
$238.67(+23.25%)
2026-03-31
SPYG
SPDR SERIES TRUST
3.28%269.7K$26.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 269.7K shares
$102.31(+16.15%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.18%146.5K$25.6M
+1134.69%(+134.68K)
2025-Q1: 12.1K shares2025-Q2: 10.7K shares2025-Q3: 13.5K shares2025-Q4: 11.9K shares2026-Q1: 146.5K shares
$176.90(+27.66%)
2026-03-31
DGRW
WISDOMTREE TR
2.91%266.2K$23.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 266.2K shares
$88.63(+7.94%)
2026-03-31
AAPL
APPLE INC
2.58%81.7K$20.7M
+154.73%(+49.61K)
2025-Q1: 32.0K shares2025-Q2: 32.2K shares2025-Q3: 32.0K shares2025-Q4: 32.1K shares2026-Q1: 81.7K shares
$250.83(+19.15%)
2026-03-31
LLY
ELI LILLY & CO
1.93%16.9K$15.5M
+341.47%(+13.07K)
2025-Q1: 4.2K shares2025-Q2: 4.3K shares2025-Q3: 4.5K shares2025-Q4: 3.8K shares2026-Q1: 16.9K shares
$958.48(+5.98%)
2026-03-31
SPYM
SPDR SERIES TRUST
1.93%202.6K$15.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 202.6K shares
$78.38(+11.47%)
2026-03-31
MSFT
MICROSOFT CORP
1.88%40.8K$15.1M
+483.72%(+33.85K)
2025-Q1: 6.6K shares2025-Q2: 6.6K shares2025-Q3: 7.0K shares2025-Q4: 7.0K shares2026-Q1: 40.8K shares
$427.48(-5.21%)
2026-03-31
AMZN
AMAZON COM INC
1.53%59.0K$12.3M
+479.70%(+48.83K)
2025-Q1: 9.2K shares2025-Q2: 9.8K shares2025-Q3: 9.6K shares2025-Q4: 10.2K shares2026-Q1: 59.0K shares
$216.92(+24.53%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Cvfg Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all