CV Advisors LLC

CIK 0001872254 • 6 13F filings • Apr 22, 2025 – Jul 21, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $541.9M134 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$906K	0.2%	3,600 SH	New
ADVANSIX INC	COM	$212K	0.0%	10,675 SH	New
AFLAC INC	COM	$2.2M	0.4%	18,800 SH	New
ALLSTATE CORP	COM	$1.4M	0.3%	6,000 SH	New
ALPHABET INC	CAP STK CL A	$28.9M	5.3%Prev: 4.2%	80,899 SH	Increased+3,192 SH
ALPHABET INC	CAP STK CL C	$9.3M	1.7%Prev: 0.7%	26,414 SH	Increased+14,107 SH
AMAZON COM INC	COM	$22.0M	4.1%Prev: 5.7%	92,256 SH	Increased+7,540 SH
AMERICAN EXPRESS CO	COM	$1.9M	0.4%	5,635 SH	New
AMERICAN INTL GROUP INC	COM NEW	$384K	0.1%Prev: 0.5%	5,155 SH	Decreased-14,845 SH
ANALOG DEVICES INC	COM	$1.9M	0.4%	4,817 SH	New
AON PLC	SHS CL A	$1.1M	0.2%	3,355 SH	New
APPLE INC	COM	$27.4M	5.1%Prev: 5.2%	94,733 SH	Increased+11,601 SH
APPLIED MATLS INC	COM	$8.0M	1.5%	11,026 SH	New
APPLOVIN CORP	COM CL A	$304K	0.1%	590 SH	New
ARGAN INC	COM	$2.0M	0.4%	2,445 SH	New
ASSOCIATED BANC-CORP	COM	$215K	0.0%	7,000 SH	New
ASSURANT INC	COM	$1.4M	0.3%	5,100 SH	New
AVNET INC	COM	$996K	0.2%	11,210 SH	New
BANK OF AMER CORP	COM	$4.4M	0.8%	76,674 SH	New
BANK OF NY MELLON CORP	COM	$1.4M	0.3%	10,000 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.8M	0.7%Prev: 0.3%	7,600 SH	Increased+5,332 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$240K	0.0%	3,535 SH	New
BLACKSTONE SECD LENDING FD	COMMON STOCK	$285K	0.1%Prev: 0.1%	12,030 SH	Decreased
BRISTOL-MYERS SQUIBB CO	COM	$691K	0.1%	12,000 SH	New
BROADCOM INC	COM	$4.6M	0.8%Prev: 0.3%	12,054 SH	Increased+8,490 SH
BROOKFIELD CORP	CL A LTD VT SH	$345K	0.1%	8,100 SH	New
C4 THERAPEUTICS INC	COM STK	$304K	0.1%	65,000 SH	New
CECO ENVIRONMENTAL CORP	COM	$621K	0.1%	6,840 SH	New
CHEVRON CORPORATION	COM	$982K	0.2%	5,925 SH	New
CISCO SYS INC	COM	$2.0M	0.4%	17,100 SH	New
CITIGROUP INC	COM NEW	$2.7M	0.5%	19,550 SH	New
COINBASE GLOBAL INC	COM CL A	$353K	0.1%Prev: 0.4%	2,417 SH	Decreased-1,675 SH
CONSOLIDATED EDISON INC	COM	$597K	0.1%	5,400 SH	New
CROWDSTRIKE HLDGS INC	CL A	$234K	0.0%	1,224 SH	New
CVS HEALTH CORP	COM	$1.5M	0.3%	14,856 SH	New
D R HORTON INC	COM	$1.6M	0.3%	10,000 SH	New
DELL TECHNOLOGIES INC	CL C	$637K	0.1%	1,476 SH	New
DELTA AIR LINES INC	COM NEW	$1.7M	0.3%	17,700 SH	New
DEVON ENERGY CORP NEW	COM	$702K	0.1%	17,000 SH	New
DISNEY WALT CO	COM	$529K	0.1%	5,500 SH	New
DOVER CORP	COM	$381K	0.1%	1,700 SH	New
EOG RES INC	COM	$830K	0.2%	6,400 SH	New
EXXON MOBIL CORP	COM	$1.6M	0.3%Prev: 0.2%	11,589 SH	Increased+6,478 SH
FEDEX CORP	COM	$1.8M	0.3%	5,700 SH	New
FEDEX FGHT HLDG CO INC	COMMON STOCK	$430K	0.1%	2,850 SH	New
FIREFLY AEROSPACE INC	COM	$206K	0.0%	7,016 SH	New
GENERAL DYNAMICS CORP	COM	$567K	0.1%	1,600 SH	New
GENERAL MILLS INC	COM	$209K	0.0%	6,000 SH	New
GENUINE PARTS CO	COM	$769K	0.1%	6,516 SH	New
GEOPARK LTD	USD SHS	$296K	0.1%	32,515 SH	New
GOLDMAN SACHS GROUP INC	COM	$4.5M	0.8%	4,452 SH	New
GROUP 1 AUTOMOTIVE INC	COM	$824K	0.2%	2,830 SH	New
HUNTINGTON INGALLS INDS INC	COM	$241K	0.0%	860 SH	New
INGEVITY CORP	COM	$278K	0.1%	3,725 SH	New
INTEL CORP	COM	$332K	0.1%	2,378 SH	New
INVESCO QQQ TR	UNIT SER 1	$25.0M	4.6%Prev: 4.5%	33,938 SH	Increased+7,203 SH
ISHARES TR	20 YR TR BD ETF	$13.6M	2.5%	156,900 SH	New
ISHARES TR	CALIF MUN BD ETF	$650K	0.1%	11,300 SH	New
ISHARES TR	CORE S&P TTL STK	$377K	0.1%	2,294 SH	New
ISHARES TR	CORE S&P500 ETF	$1.1M	0.2%Prev: 0.1%	1,524 SH	Increased+1,073 SH
ISHARES TR	CORE UNIVRSL USD	$813K	0.2%	17,687 SH	New
ISHARES TR	IBOXX HI YD ETF	$625K	0.1%Prev: 0.2%	7,821 SH	Decreased
ISHARES TR	IBOXX INV CP ETF	$2.5M	0.5%Prev: 0.9%	22,712 SH	Decreased-3,688 SH
ISHARES TR	MBS ETF	$245K	0.0%	2,597 SH	New
ISHARES TR	NATIONAL MUN ETF	$3.0M	0.5%Prev: 0.5%	31,018 SH	Increased+16,166 SH
ISHARES TR	RUSSELL 2000 ETF	$361K	0.1%	1,200 SH	New
ISHARES TR	S&P 500 GRWT ETF	$236K	0.0%	1,713 SH	New
ISHARES TR	US TREAS BD ETF	$286K	0.1%	12,584 SH	New
ITT INC	COM	$781K	0.1%	3,950 SH	New
JACKSON FINANCIAL INC	COM CL A	$799K	0.1%Prev: 0.2%	7,800 SH	Increased
JANUS DETROIT STR TR	B-BBB CLO ETF	$5.3M	1.0%	112,170 SH	New
JANUS HENDERSON GROUP PLC	ORD SHS	$273K	0.1%	5,261 SH	New
JOHNSON & JOHNSON	COM	$383K	0.1%	1,510 SH	New
JOHNSON CONTROLS INTERNATION	SHS	$928K	0.2%	6,351 SH	New
JPMORGAN CHASE & CO	COM	$628K	0.1%	1,918 SH	New
KIMBERLY-CLARK CORP	COM	$296K	0.1%	2,700 SH	New
KYNDRYL HLDGS INC	COMMON STOCK	$113K	0.0%	10,000 SH	New
LANDSTAR SYS INC	COM	$360K	0.1%	1,740 SH	New
LEGGETT & PLATT INC	COM	$296K	0.1%	25,300 SH	New
LENNAR CORP	CL A	$552K	0.1%	6,100 SH	New
LINCOLN NATL CORP IND	COM	$1.3M	0.2%	36,000 SH	New
LKQ CORP	COM	$951K	0.2%	36,100 SH	New
LOWES COS INC	COM	$1.3M	0.2%	5,800 SH	New
M/I HOMES INC	COM	$206K	0.0%	1,280 SH	New
MERCK & CO INC	COM	$1.3M	0.2%	10,000 SH	New
META PLATFORMS INC	CL A	$11.3M	2.1%Prev: 2.5%	20,010 SH	Increased+8,906 SH
MICROSOFT CORP	COM	$16.7M	3.1%Prev: 5.5%	44,774 SH	Decreased+9,058 SH
MILLER INDS INC TENN	COM NEW	$225K	0.0%	4,400 SH	New
MKS INC.	COM	$534K	0.1%	1,200 SH	New
MODINE MFG CO	COM	$2.3M	0.4%	8,555 SH	New
MOTOROLA SOLUTIONS INC	COM NEW	$1.6M	0.3%	3,877 SH	New
NETFLIX INC.	COM	$4.1M	0.8%	57,550 SH	New
NEXTERA ENERGY INC	COM	$1.4M	0.3%	16,000 SH	New
NOVARTIS AG	SPONSORED ADR	$596K	0.1%	3,800 SH	New
NVIDIA CORPORATION	COM	$28.0M	5.2%Prev: 5.3%	139,885 SH	Increased+30,510 SH
OMNICOM GROUP INC	COM	$1.0M	0.2%	13,900 SH	New
ORACLE CORP	COM	$1.5M	0.3%	10,000 SH	New
PACKAGING CORP AMER	COM	$286K	0.1%	1,200 SH	New
PEPSICO INC	COM	$460K	0.1%	3,400 SH	New
PFIZER INC	COM	$631K	0.1%	26,200 SH	New
PNC FINL SVCS GROUP INC	COM	$1.5M	0.3%	6,000 SH	New
PROCTER & GAMBLE CO	COM	$220K	0.0%	1,500 SH	New
PROGRESSIVE CORP	COM	$1.7M	0.3%	7,800 SH	New
RTX CORPORATION	COM	$381K	0.1%	2,010 SH	New
SALESFORCE INC	COM	$266K	0.0%	1,700 SH	New
SANDISK CORP	COM	$562K	0.1%	247 SH	New
SCOTTS MIRACLE-GRO CO	CL A	$395K	0.1%Prev: 0.1%	5,800 SH	Increased
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$3.0M	0.6%	26,000 SH	New
SENSIENT TECHNOLOGIES CORP	COM	$321K	0.1%	2,600 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$1.4M	0.3%	12,035 SH	New
SPDR SERIES TRUST	ST STR SP REGBNK	$206K	0.0%	2,750 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$1.9M	0.4%	3,631 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$215.2M	39.7%	288,207 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$5.9M	1.1%	12,266 SH	New
TAYLOR MORRISON HOME CORP	COM	$499K	0.1%	6,960 SH	New
TENET HEALTHCARE CORP	COM NEW	$540K	0.1%	2,885 SH	New
TESLA INC	COM	$2.0M	0.4%Prev: 0.4%	4,707 SH	Increased+1,063 SH
THE CIGNA GROUP	COM	$1.1M	0.2%	4,000 SH	New
TIDAL TRUST I	FUND GRAN US ETF	$505K	0.1%	18,278 SH	New
TRAVELERS COMPANIES INC	COM	$1.4M	0.2%	4,100 SH	New
UBER TECHNOLOGIES INC	COM	$2.0M	0.4%	27,195 SH	New
UNDER ARMOUR INC	CL A	$121K	0.0%	19,000 SH	New
UNITED PARCEL SVCS INC	CL B	$239K	0.0%	2,225 SH	New
US BANCORP	COM NEW	$242K	0.0%	4,000 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$422K	0.1%	644 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$255K	0.0%Prev: 0.1%	2,964 SH	Increased+2,470 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.7M	0.9%Prev: 1.2%	6,828 SH	Increased+65 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$415K	0.1%Prev: 0.1%	5,267 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$610K	0.1%	14,400 SH	New
VERTEX PHARMACEUTICALS INC	COM	$1.6M	0.3%	3,200 SH	New
VISA INC	COM CL A	$1.9M	0.4%	5,558 SH	New
WEDBUSH SER TR	DAN IVE REVO ETF	$304K	0.1%	7,982 SH	New
WESTERN DIGITAL CORP	COM	$957K	0.2%	1,499 SH	New
WISDOMTREE TR	US HIGH DIVIDEND	$216K	0.0%	1,900 SH	New

Sold (vs prior filing)

BANK AMERICA CORP — $5.0M
CHEVRON CORP NEW — $841K
NAVITAS SEMICONDUCTOR CORP — $66K
NETFLIX INC — $8.3M
PALO ALTO NETWORKS INC — $765K
RIVIAN AUTOMOTIVE INC — $325K
ROBLOX CORP — $276K
ROYAL CARIBBEAN GROUP — $1.6M
SPDR S&P 500 ETF TR — $179.3M
TAIWAN SEMICONDUCTOR MFG LTD — $338K
TIDAL TRUST I — $415K
UNITED PARCEL SERVICE INC — $225K
WALMART INC — $404K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002085853-26-001144	—	View
Jan 20, 2026	Q4 2025	13F-HR	0002085853-26-000052	$392.1M	View
Oct 21, 2025	Q3 2025