Cvfg Llc

13F Filings History

Latest 13F report
Q3 2025 - Nov 10, 2025
Value $
$138M
Signature - Title
Grant Reeves - Chief Compliance Officer
Location
Shelbyville, IN
Summary
This page shows a list of all the recent 13F filings made by Cvfg Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cvfg Llc reported 99 stock holdings with total value $138M as of Q3 2025. Top holdings included SPY, AAPL, DIA, VTI, and CWI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 99 $138M +$5.8M -$2.38M +$3.42M SPY, AAPL, DIA, VTI, CWI 13F-HR 11/10/2025, 03:49 PM
Q2 2025 97 $126M +$8.77M -$1.28M +$7.49M SPY, DIA, AAPL, VTI, CWI 13F-HR 8/7/2025, 03:53 PM
Q1 2025 91 $110M +$7.41M -$2.83M +$4.58M SPY, AAPL, DIA, VTI, CWI 13F-HR 4/23/2025, 03:34 PM
Q4 2024 88 $110M $0 $0 AAPL, SPY, DIA, VTI, SPMD 13F-HR 1/15/2025, 06:03 AM