13F

Investor

CVFG LLC

CIK 0002050974 · filed 2026-04-29 · SEC filing

13F book

$804.3M

Positions

239

136 new · 1 sold

Largest name

5.7%

Spdr Series Trust

Est. mark

−$5.69M

Price effect on 103 names still held. Flow $664.2M.
NameTickerSharesValueWeightEst. markChange
Spdr Series Trust584.2K$46.2M5.7%New
Invesco Exch Traded Fd Tr Ii119.2K$28.3M3.5%−$305.1KAdded$23.3M
Spdr Series Trust269.7K$26.4M3.3%New
Nvidia CorpNVDA146.5K$25.6M3.2%−$143.6KAdded$23.3M
Wisdomtree Tr266.2K$23.4M2.9%New
Apple Inc.AAPL81.7K$20.7M2.6%−$579.4KAdded$12M
Eli Lilly & CoLLY16.9K$15.5M1.9%−$593KAdded$11.4M
Spdr Series Trust202.6K$15.5M1.9%New
Microsoft CorpMSFT40.8K$15.1M1.9%−$793.7KAdded$11.7M
Amazon Com IncAMZN59K$12.3M1.5%−$229.6KAdded$9.94M
Vertiv Holdings CoVRT47.6K$11.9M1.5%New
Alphabet Inc40.8K$11.7M1.5%−$192.9KAdded$9.36M
Invesco Exch Trd Slf Idx Fd670.5K$11.2M1.4%New
Argan IncAGX20.2K$11M1.4%New
Jpmorgan Chase & Co.36K$10.6M1.3%−$57KAdded$9.93M
Invesco Exch Trd Slf Idx Fd560.7K$10.5M1.3%New
Invesco Exch Trd Slf Idx Fd521.1K$10.2M1.3%New
Bloom Energy CorpBE74.6K$10.1M1.3%New
Caterpillar IncCAT14K$9.91M1.2%New
Invesco Exch Trd Slf Idx Fd453.3K$9.26M1.2%New
Seagate Technology Hldngs Pl22.7K$8.89M1.1%New
Ubiquiti Inc.UI11.2K$8.82M1.1%New
Cardinal Health IncCAH38.7K$8.17M1.0%New
Ttm Technologies IncTTMI83K$8.08M1.0%New
Netflix IncNFLX82.4K$7.92M1.0%$9.23KAdded$7.56M
Spdr Dow Jones Indl Average17K$7.87M1.0%−$283.4KAdded$35.7K
Chubb Limited22.5K$7.33M0.9%New
Spdr S&P 500 Etf Tr10.9K$7.09M0.9%−$344.2KCut−$1.95M
Schwab Strategic Tr230.5K$7.07M0.9%New
Vanguard Index Fds21.9K$7.02M0.9%−$271.3KAdded$721.6K
Celestica IncCLS24.1K$6.79M0.8%New
Parker-Hannifin CorpPH7.58K$6.79M0.8%New
Constellium SeCSTM273.2K$6.72M0.8%New
Arista Networks, Inc.ANET54.5K$6.69M0.8%−$13KAdded$6.49M
Ishares Tr10.1K$6.61M0.8%−$203KAdded$2.23M
Spdr Index Shs Fds173.8K$6.36M0.8%$116.4KCut$38.3K
Walmart Inc.WMT50.9K$6.33M0.8%$88.4KAdded$5.56M
Argenx SEARGX8.52K$6.22M0.8%New
Howmet Aerospace Inc.HWM26.8K$6.19M0.8%New
Travelers Companies, Inc.TRV21K$6.14M0.8%New
Spdr Series Trust98.6K$5.84M0.7%$122.4KAdded$430.2K
Invesco Exch Trd Slf Idx Fd296.3K$5.82M0.7%New
Lockheed Martin CorpLMT9.58K$5.79M0.7%New
Advanced Micro Devices IncAMD27.8K$5.65M0.7%−$17.3KAdded$5.31M
Elbit Sys Ltd6.49K$5.51M0.7%New
Alphabet Inc19.2K$5.5M0.7%−$106.4KAdded$4.26M
Carpenter Technology CorpCRS13.9K$5.46M0.7%New
Micron Technology IncMU16.1K$5.44M0.7%New
Ciena CorpCIEN13.8K$5.36M0.7%New
Palantir Technologies Inc.PLTR36.4K$5.32M0.7%−$64.4KAdded$4.96M
Waste Mgmt Inc Del23.2K$5.32M0.7%New
L3harris Technologies Inc14.5K$5M0.6%New
Capital Group Core Balanced143.5K$4.94M0.6%−$113.4KAdded$581.5K
Invesco Exchange Traded Fd T24.7K$4.75M0.6%$8.46KAdded$232.1K
Mcdonalds CorpMCD14.7K$4.57M0.6%$7.98KAdded$4.09M
Barrick Mng Corp105.5K$4.3M0.5%New
Spdr Series Trust88.7K$4.29M0.5%$123.3KAdded$329.5K
AbbVie Inc.ABBV19.7K$4.28M0.5%−$15.5KAdded$3.96M
Ishares Tr100.6K$4.27M0.5%$110.6KAdded$245.8K
Ssr Mining In144.9K$4.26M0.5%New
Linde PlcLIN8.51K$4.22M0.5%$63.8KAdded$3.82M
Spdr Series Trust73.6K$4.17M0.5%New
Hecla Mng Co223K$4.15M0.5%New
Quanta Svcs Inc7.36K$4.04M0.5%New
Tutor Perini CorpTPC52K$4.01M0.5%New
Chevron Corp NewCVX19.3K$4M0.5%$71.9KAdded$3.8M
Spdr Series Trust150.3K$3.85M0.5%−$18.4KAdded$220K
Home Depot, Inc.HD11.3K$3.71M0.5%−$45KAdded$2.69M
Power Solutions Intl Inc60.2K$3.66M0.5%New
Hershey CoHSY17.4K$3.61M0.4%New
Hesai Group186.9K$3.57M0.4%New
Capital Group Gbl Growth Eqt106.8K$3.56M0.4%−$125.5KAdded$166.8K
Ishares Tr31.9K$3.47M0.4%−$35.3KAdded$242K
Union Pac Corp14.1K$3.42M0.4%$44.1KAdded$2.51M
Willdan Group, Inc.WLDN44.5K$3.41M0.4%New
Embraer S.A.EMBJ53.9K$3.2M0.4%New
Phibro Animal Health CorpPAHC53.6K$2.96M0.4%New
Advanced Energy Inds9.14K$2.95M0.4%New
Invesco Qqq Tr4.96K$2.86M0.4%−$151.6KAdded$355.7K
Meta Platforms, Inc.META5K$2.86M0.4%−$136.8KAdded$1.83M
Coca Cola CoKO37.3K$2.84M0.4%$61.4KAdded$2.14M
EMCOR Group, Inc.EME3.79K$2.8M0.3%New
Carvana Co.CVNA8.81K$2.77M0.3%New
Sezzle Inc.SEZL43.2K$2.74M0.3%New
Super Micro Computer Inc119.9K$2.73M0.3%New
Honeywell Intl Inc12K$2.72M0.3%$34.8KAdded$2.5M
Spotify Technology S.A.SPOT5.53K$2.68M0.3%New
Coherent Corp.COHR11.2K$2.67M0.3%New
Comfort Sys Usa Inc1.91K$2.63M0.3%New
RTX CorpRTX13.3K$2.57M0.3%$18KAdded$2.23M
Johnson & JohnsonJNJ10.3K$2.52M0.3%$69.3KAdded$2.13M
Broadridge Finl Solutions In15.2K$2.46M0.3%New
Expeditors Intl Wash Inc16.9K$2.42M0.3%New
Capital Grp Fixed Incm Etf T105.8K$2.36M0.3%−$22.3KAdded$680.4K
Goldman Sachs Etf Tr18.7K$2.34M0.3%New
Coeur Mng Inc123.6K$2.32M0.3%New
Southern Co23.8K$2.3M0.3%$61KAdded$1.72M
Or Royalties Inc.OR60.4K$2.29M0.3%New
Agnico Eagle Mines LtdAEM10.8K$2.19M0.3%New
Eldorado Gold Corp New63K$2.16M0.3%New
Berkshire Hathaway Inc Del4.45K$2.13M0.3%−$102.2KAdded−$55.7K
Compania De Minas Buenaventu56.5K$2.04M0.3%New
Vanguard Scottsdale Fds17.8K$1.95M0.2%New
Vanguard Index Fds3.24K$1.93M0.2%−$16.8KAdded$1.58M
Fidelity Comwlth Tr22K$1.87M0.2%−$142.8KCut−$197.2K
Costco Whsl Corp New1.83K$1.82M0.2%$78.5KAdded$1.32M
Ceco Environmental CorpCECO30.5K$1.82M0.2%New
Tesla, Inc.TSLA4.79K$1.78M0.2%−$312.2KAdded−$21.8K
Centerra Gold Inc.CGAU98.3K$1.75M0.2%New
Visa Inc.V5.69K$1.72M0.2%−$107KAdded$945.5K
Dover CorpDOV8.04K$1.68M0.2%New
Mastercard IncMA3.33K$1.67M0.2%−$227.9KAdded−$162.9K
Nextera Energy Inc17.5K$1.63M0.2%$149.4KAdded$672.8K
Okeanis Eco Tankers Cor31.7K$1.6M0.2%New
Kinross Gold Corp49.3K$1.5M0.2%New
S&P Global Inc.SPGI3.47K$1.48M0.2%−$208.5KAdded$354.2K
Unitedhealth Group IncUNH5.29K$1.43M0.2%−$49.3KAdded$1.16M
Wheaton Precious Metals Corp.WPM10.6K$1.39M0.2%New
Indivior Pharmaceuticals, Inc.INDV45K$1.37M0.2%New
Emerson Elec Co10.3K$1.35M0.2%New
Delta Air Lines Inc DelDAL20K$1.33M0.2%New
Procter And Gamble CoPG9.03K$1.3M0.2%$4.66KAdded$708.8K
Iamgold CorpIAG65.7K$1.24M0.2%New
Carnival Corp Ltd.CCL47.1K$1.22M0.2%New
Illinois Tool Wks Inc4.6K$1.2M0.1%New
Ishares Tr4.82K$1.2M0.1%$8.42KAdded$82.3K
Mplx Lp20.7K$1.18M0.1%New
Eog Res Inc8.02K$1.16M0.1%New
Lowes Cos Inc4.75K$1.12M0.1%New
Welltower Inc.WELL5.65K$1.12M0.1%New
Leidos Holdings, Inc.LDOS6.67K$1.04M0.1%New
Invesco Exch Trd Slf Idx Fd62.6K$1.03M0.1%New
ConocophillipsCOP7.78K$1.03M0.1%New
Brown & Brown, Inc.BRO15.5K$1.01M0.1%New
Tjx Cos Inc New6.3K$1.01M0.1%$35.2KAdded$120K
Invesco Exch Trd Slf Idx Fd48.7K$1M0.1%New
Aurinia Pharmaceuticals Inc.AUPH67.5K$999.6K0.1%New
Duke Energy Corp New7.4K$968.7K0.1%$49.4KAdded$546.8K
Broadcom Inc.AVGO2.9K$896.6K0.1%−$31.3KAdded$601.7K
Western Midstream Partners L21.7K$894.6K0.1%New
Kroger CoKR12K$866.1K0.1%$115KAdded$138.7K
Vanguard Index Fds4.17K$859K0.1%−$13.9KCut−$20.6K
Spdr Series Trust8.94K$845.2K0.1%New
Spdr Series Trust8.74K$839.2K0.1%New
Ishares Tr2.55K$836.7K0.1%$63.4KAdded$142.6K
Ishares Tr8.4K$833.9K0.1%New
Spdr Series Trust8.56K$827.5K0.1%New
Capital Group Intl Focus Eqt27.9K$822.7K0.1%−$1.2KAdded$230.9K
Ishares Tr12.2K$821.6K0.1%$14.7KAdded$184.4K
Spdr Series Trust9.6K$817.7K0.1%New
Vanguard Star Fds10.5K$806.9K0.1%$17.4KAdded$20.3K
Kaiser Aluminum CorpKALU6.56K$790.5K0.1%New
Capital Group Core Equity Et20.5K$788.5K0.1%−$32.6KAdded$64.1K
Ishares Tr6.32K$785.6K0.1%$16.5KAdded$305.6K
Caledonia Mng Corp Plc34.4K$776K0.1%New
Intuit Inc.INTU1.76K$762.7K0.1%−$406KCut−$468.9K
Hudbay Minerals Inc.HBM36.5K$762.2K0.1%New
Citigroup Inc6.65K$754.5K0.1%New
Ishares Tr7.71K$750K0.1%$5.98KAdded$150.4K
Cummins IncCMI1.39K$749.9K0.1%$38.4KAdded$39K
Oracle Corp4.97K$731.8K0.1%−$237.7KCut−$250K
Proshares Tr6.82K$723.3K0.1%New
Church & Dwight Co Inc7.72K$720.6K0.1%New
First Financial Corporation11.3K$713.8K0.1%New
Triple Flag Precious Metal20K$693.7K0.1%New
Egain CorpEGAN86.5K$682.3K0.1%New
Exxon Mobil Corp4.01K$681.1K0.1%New
Idaho Strategic Resources, Inc.IDR21.1K$676.1K0.1%New
Vanguard Growth Etf1.55K$675.9K0.1%New
Ishares Tr9.57K$671.9K0.1%$5.03KAdded$214K
Enbridge Inc12K$650K0.1%New
Goldman Sachs Group Inc690$583.7K0.1%−$22.3KAdded−$9.59K
Vanguard World Fd1.54K$564.8K0.1%−$64.1KAdded−$19.3K
General Dynamics CorpGD1.59K$546.6K0.1%New
Capital Group Dividend Value12.7K$538.8K0.1%−$11.8KAdded$70.9K
Select Sector Spdr Tr8.71K$533.7K0.1%$109.8KAdded$237K
Pimco Etf Tr10.1K$528.2K0.1%New
Vale S.A.VALE32.2K$512.3K0.1%New
Pimco Etf Tr19.5K$510.9K0.1%New
Schwab Strategic Tr16.3K$475K0.1%−$56KAdded−$47.9K
Boeing Co2.38K$473.9K0.1%−$43KAdded−$42K
Wells Fargo Co New5.93K$472.2K0.1%New
Elevance Health Inc Formerly1.61K$471.9K0.1%−$88.8KAdded−$67.1K
Select Sector Spdr Tr2.85K$461.6K0.1%$18.4KAdded$28.9K
Fedex CorpFDX1.22K$433K0.1%$76.8KAdded$103.1K
Verizon Communications IncVZ8.5K$426.9K0.1%New
Capital Grp Fixed Incm Etf T15.7K$426.6K0.1%−$3.08KAdded$210K
Capital Group Growth Etf10.5K$420.7K0.1%−$36.8KAdded$38.6K
Accenture Plc Ireland2.04K$404.4K0.1%−$139.4KAdded−$130.5K
Disney Walt Co4.11K$396.3K0.0%−$66.6KAdded−$39K
Ishares Tr4.24K$384.1K0.0%$4.04KAdded$46.6K
Select Sector Spdr Tr2.87K$382K0.0%−$20.6KAdded$113.1K
Automatic Data Processing In1.81K$368.5K0.0%New
Pnc Finl Svcs Group Inc1.77K$368.1K0.0%−$1.12KAdded$2.21K
Vanguard Tax-Managed Fds5.54K$354.9K0.0%New
Vanguard Whitehall Fds2.35K$347.7K0.0%New
Schwab Strategic Tr13.6K$341.8K0.0%New
Public Svc Enterprise Grp In4.16K$336.9K0.0%New
Pepsico IncPEP2.17K$336.2K0.0%New
Vanguard World Fd2.23K$323.2K0.0%$8.46KHeld
Ishares Inc2.67K$319.1K0.0%$2.03KCut$247
Allison Transmission Hldgs I2.73K$319K0.0%$52.2KHeld
Ishares Tr1.41K$307.3K0.0%$5.02KAdded$37.8K
Columbia Etf Tr I15K$306.8K0.0%−$1.48KAdded$3.42K
Ishares Tr3.5K$303K0.0%$6.94KAdded$9.11K
At&T Inc10.2K$295.2K0.0%New
Cincinnati Finl Corp1.88K$295K0.0%New
Spdr S&P Midcap 400 Etf Tr475$293.1K0.0%New
Invesco Exch Trd Slf Idx Fd13.3K$291K0.0%New
Crowdstrike Hldgs Inc717$279.9K0.0%−$50.7KAdded−$23.4K
Ishares Tr2.61K$277.1K0.0%New
Ishares Tr1.72K$267.1K0.0%−$18.7KAdded$22.6K
Select Sector Spdr Tr5.82K$266.9K0.0%$18.2KAdded$24.3K
Sherwin Williams CoSHW826$264.6K0.0%New
Salesforce, Inc.CRM1.41K$262.4K0.0%−$110.2KCut−$172.4K
Ishares Tr2.77K$256.6K0.0%New
Vanguard Index Fds1.29K$252.5K0.0%New
American Centy Etf Tr2.36K$247.9K0.0%−$21.9KAdded−$16.7K
Ishares Tr1.28K$246.3K0.0%−$8.74KCut−$14.1K
Vanguard Index Fds920$241K0.0%New
Paypal Hldgs Inc5.23K$236.7K0.0%−$58.2KAdded−$21.5K
Kinder Morgan Inc Del7.05K$236.3K0.0%New
Deere & CoDE404$227.8K0.0%$39.9KCut$23.6K
Select Sector Spdr Tr1.55K$226.9K0.0%New
Mettler Toledo International Inc/MTD179$225.8K0.0%−$22.5KAdded−$9.86K
Ross Stores, Inc.ROST1.04K$225.2K0.0%New
Thermo Fisher Scientific Inc.TMO455$223.6K0.0%−$40KHeld
Invesco Exch Trd Slf Idx Fd9.41K$220.2K0.0%New
Ishares Inc3.14K$219.2K0.0%New
Solstice Advanced Matls Inc2.86K$217.5K0.0%New
Colgate Palmolive CoCL2.48K$211K0.0%New
Vanguard Intl Equity Index F2.8K$210.5K0.0%New
Spdr Gold Tr487$209.6K0.0%New
Schwab Strategic Tr6.86K$209.2K0.0%$6.1KHeld
Capital Grp Fixed Incm Etf T8.07K$208.2K0.0%New
Ecolab Inc.ECL777$206.6K0.0%New
International Business Machs848$205.5K0.0%New
Integra Res Corp72.3K$197.4K0.0%New
Eaton Vance Tax-Managed Dive13.2K$182.6K0.0%−$18.4KAdded$721

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.