CV Advisors LLC
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Why follow CV Advisors LLC right now?
CV Advisors LLC's Q1 2026 13F-HR reports $366M across 46 positions, with SPY accounting for 51.5% of disclosed holdings — a structurally passive core. The next nine positions, led by GOOGL (6.1%), AAPL (5.8%), and NVDA (5.1%), are concentrated in large-cap technology and growth names. QQQ adds further index-adjacent exposure at 5.3%.
Among positions with measurable quarter-over-quarter changes, TSM increased 33%, AVGO 24%, TSLA 14%, and MUB 13% by share count. The MUB addition introduces municipal bond ETF exposure alongside the equity-heavy core. Quarterly alpha versus SPY has ranged from -2.1% to +2.7% over the four reported periods; the three most recent quarters each showed positive spread. Past performance is not indicative of future results.
Generated from public SEC filings. Not investment advice.…
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Source: 13F-HRRecent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · CV Advisors LLC
Source data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 12:26 UTC.