13F Filings History of CVFG LLC
- Latest 13F filing
- Q2 2026 - 11 Aug 2026
- Latest reported 13F value
- $952,101,663
- Largest 13F holdings
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SPTM QQQM SPYG NVDA DGRW AAPL LLY SPYM MU STX BE AMD
+8 more
CAT MSFT AMZN TTMI GOOGL AGX JPM BSCU - Form 13F summary
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- CVFG LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- CVFG LLC reported 250 equity holdings with a total reported market value of $952,101,663 for Q2 2026. Top reported holdings included SPTM, QQQM, SPYG, NVDA, and DGRW.
- Manager signature
- Grant Reeves - Chief Compliance Officer
- Manager location
- Shelbyville, IN
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$952,101,663
Quarter delta
+$147,753,871
Accepted
11 Aug 2026, 15:43
Rows shown
1-7 of 7
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 250 | $952,101,663 | +$78,737,143 | -$73,197,104 | +$5,540,039 | SPTM, QQQM, SPYG, NVDA, DGRW | 13F-HR | 11 Aug 2026, 15:43 |
| Q1 2026 | 239 | $804,347,792 | +$666,303,027 | -$2,002,424 | +$664,300,603 | SPTM, QQQM, SPYG, NVDA, DGRW | 13F-HR | 29 Apr 2026, 17:26 |
| Q4 2025 | 104 | $145,857,615 | +$6,962,042 | -$2,958,182 | +$4,003,860 | SPY, AAPL, DIA, CWI, VTI | 13F-HR | 06 Feb 2026, 17:15 |
| Q3 2025 | 99 | $138,446,137 | +$5,800,682 | -$2,376,965 | +$3,423,717 | SPY, AAPL, DIA, VTI, CWI | 13F-HR | 10 Nov 2025, 15:49 |
| Q2 2025 | 97 | $126,061,515 | +$8,765,752 | -$1,275,582 | +$7,490,170 | SPY, DIA, AAPL, VTI, CWI | 13F-HR | 07 Aug 2025, 15:53 |
| Q1 2025 | 91 | $109,961,564 | +$7,409,148 | -$2,832,716 | +$4,576,432 | SPY, AAPL, DIA, VTI, CWI | 13F-HR | 23 Apr 2025, 15:34 |
| Q4 2024 | 88 | $109,641,359 | $0 | $0 | $0 | AAPL, SPY, DIA, VTI, SPMD | 13F-HR | 15 Jan 2025, 06:03 |