CVFG LLC

PrivateCIK: 2050974
Location

SHELBYVILLE, IN

239
Positions
$804.35M
Total AUM (reported)
10.17M
Total Shares

Allocation by class

TOTAL AUM$804.35M239 positions
COM$353.83M44.0%
STATE STREET SPD$115.93M14.4%
NASDAQ 100 ETF$28.33M3.5%
COM CL A$23.75M3.0%
US QTLY DIV GRT$23.39M2.9%
COM NEW$18.49M2.3%
COM SHS$13.51M1.7%

Portfolio Concentration

Top 312.5%4–1015.9%11–2518.4%Rest53.1%TOP 1028.5%0%100%
Top 3$100.92M12.5%
4–10$128.14M15.9%
11–25$148.24M18.4%
Rest$427.06M53.1%

Top 3 weight

12.5%

Top 10 weight

28.5%

Voting Authority Distribution

Total shares with voting rights: 10.17M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

10.17M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole239
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings239
Rows:

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares584.15K
TypeSH
Market value$46.18M
5.74%
Sole
0.00
Shared
0.00
None
584.15K

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares119.22K
TypeSH
Market value$28.33M
3.52%
Sole
0.00
Shared
0.00
None
119.22K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares269.68K
TypeSH
Market value$26.40M
3.28%
Sole
0.00
Shared
0.00
None
269.68K

NVIDIA CORPORATION

SOLE
COM
Shares146.54K
TypeSH
Market value$25.56M
3.18%
Sole
0.00
Shared
0.00
None
146.54K

WISDOMTREE TR

SOLE
US QTLY DIV GRT
Shares266.24K
TypeSH
Market value$23.39M
2.91%
Sole
0.00
Shared
0.00
None
266.24K

APPLE INC

SOLE
COM
Shares81.67K
TypeSH
Market value$20.73M
2.58%
Sole
0.00
Shared
0.00
None
81.67K

ELI LILLY & CO

SOLE
COM
Shares16.90K
TypeSH
Market value$15.55M
1.93%
Sole
0.00
Shared
0.00
None
16.90K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares202.62K
TypeSH
Market value$15.51M
1.93%
Sole
0.00
Shared
0.00
None
202.62K

MICROSOFT CORP

SOLE
COM
Shares40.84K
TypeSH
Market value$15.12M
1.88%
Sole
0.00
Shared
0.00
None
40.84K

AMAZON COM INC

SOLE
COM
Shares59.01K
TypeSH
Market value$12.29M
1.53%
Sole
0.00
Shared
0.00
None
59.01K

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares47.57K
TypeSH
Market value$11.92M
1.48%
Sole
0.00
Shared
0.00
None
47.57K

ALPHABET INC

SOLE
CAP STK CL A
Shares40.81K
TypeSH
Market value$11.74M
1.46%
Sole
0.00
Shared
0.00
None
40.81K

INVESCO EXCH TRD SLF IDX FD

SOLE
INVSCO 30 CORP
Shares670.50K
TypeSH
Market value$11.21M
1.39%
Sole
0.00
Shared
0.00
None
670.50K

ARGAN INC

SOLE
COM
Shares20.15K
TypeSH
Market value$10.98M
1.36%
Sole
0.00
Shared
0.00
None
20.15K

JPMORGAN CHASE & CO

SOLE
COM
Shares35.99K
TypeSH
Market value$10.59M
1.32%
Sole
0.00
Shared
0.00
None
35.99K

INVESCO EXCH TRD SLF IDX FD

SOLE
BULETSHS 2029
Shares560.69K
TypeSH
Market value$10.46M
1.30%
Sole
0.00
Shared
0.00
None
560.69K

INVESCO EXCH TRD SLF IDX FD

SOLE
BULSHS 2026 CB
Shares521.13K
TypeSH
Market value$10.18M
1.27%
Sole
0.00
Shared
0.00
None
521.13K

BLOOM ENERGY CORP

SOLE
COM CL A
Shares74.64K
TypeSH
Market value$10.11M
1.26%
Sole
0.00
Shared
0.00
None
74.64K

CATERPILLAR INC

SOLE
COM
Shares13.99K
TypeSH
Market value$9.91M
1.23%
Sole
0.00
Shared
0.00
None
13.99K

INVESCO EXCH TRD SLF IDX FD

SOLE
INVSCO BLSH 28
Shares453.30K
TypeSH
Market value$9.26M
1.15%
Sole
0.00
Shared
0.00
None
453.30K

SEAGATE TECHNOLOGY HLDNGS PL

SOLE
ORD SHS
Shares22.69K
TypeSH
Market value$8.89M
1.11%
Sole
0.00
Shared
0.00
None
22.69K

UBIQUITI INC

SOLE
COM
Shares11.16K
TypeSH
Market value$8.82M
1.10%
Sole
0.00
Shared
0.00
None
11.16K

CARDINAL HEALTH INC

SOLE
COM
Shares38.67K
TypeSH
Market value$8.17M
1.02%
Sole
0.00
Shared
0.00
None
38.67K

TTM TECHNOLOGIES INC

SOLE
COM
Shares82.97K
TypeSH
Market value$8.08M
1.00%
Sole
0.00
Shared
0.00
None
82.97K

NETFLIX INC.

SOLE
COM
Shares82.39K
TypeSH
Market value$7.92M
0.98%
Sole
0.00
Shared
0.00
None
82.39K
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