CV Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, CV Advisors LLC held in its portfolio 48 assets valued at $392,060,671 (i.e. $392.06M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($199.51M), ALPHABET INC ($24.33M), and APPLE INC ($22.06M).
The chart below shows the top 10 valuable assets, and the table below shows the top 48 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CV Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 292575 | 199512878 | TR UNIT |
| ALPHABET INC | 77745 | 24334185 | CAP STK CL A |
| APPLE INC | 81139 | 22058492 | COM |
| INVESCO QQQ TR | 34250 | 21040118 | UNIT SER 1 |
| NVIDIA CORPORATION | 109780 | 20474028 | COM |
| AMAZON COM INC | 83016 | 19161753 | COM |
| MICROSOFT CORP | 35800 | 17313623 | COM |
| META PLATFORMS INC | 12706 | 8387104 | CL A |
| BANK AMERICA CORP | 105163 | 5783965 | COM |
| NETFLIX INC | 59120 | 5543091 | COM |
| JANUS DETROIT STR TR | 108594 | 5179934 | B-BBB CLO ETF |
| ALPHABET INC | 14006 | 4395109 | CAP STK CL C |
| VANGUARD INDEX FDS | 6827 | 4281681 | S&P 500 ETF SHS |
| BROADCOM INC | 9672 | 3347479 | COM |
| SELECT SECTOR SPDR TR | 26032 | 3108481 | STATE STREET CON |
| UBER TECHNOLOGIES INC | 36460 | 2979147 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 9316 | 2831039 | SPONSORED ADS |
| ISHARES TR | 21450 | 2363584 | IBOXX INV CP ETF |
| ISHARES TR | 21855 | 2340889 | NATIONAL MUN ETF |
| TESLA INC | 4118 | 1852043 | COM |
| SPDR DOW JONES INDL AVERAGE | 3674 | 1765489 | UT SER 1 |
| SPDR SERIES TRUST | 12035 | 1284135 | STATE STREET SPD |
| ISHARES TR | 1662 | 1203268 | CORE S&P500 ETF |
| BERKSHIRE HATHAWAY INC DEL | 2353 | 1182735 | CL B NEW |
| COINBASE GLOBAL INC | 4092 | 925365 | COM CL A |
| CHEVRON CORP NEW | 5925 | 903029 | COM |
| JACKSON FINANCIAL INC | 7800 | 831870 | COM CL A |
| PALO ALTO NETWORKS INC | 3736 | 688171 | COM |
| ISHARES TR | 7821 | 630568 | IBOXX HI YD ETF |
| EXXON MOBIL CORP | 5111 | 615058 | COM |
| BLACKSTONE INC | 3351 | 516523 | COM |
| TIDAL TRUST I | 18278 | 452563 | FUNDSTRAT GRANNY |
| AMERICAN INTL GROUP INC | 5155 | 441010 | COM NEW |
| VANGUARD SCOTTSDALE FDS | 5267 | 419938 | SHRT TRM CORP BD |
| SPOTIFY TECHNOLOGY S A | 636 | 369332 | SHS |
| ISHARES TR | 2285 | 339728 | CORE S&P TTL STK |
| SCOTTS MIRACLE-GRO CO | 5800 | 338430 | CL A |
| ASTERA LABS INC | 2000 | 332720 | COM |
| BLACKSTONE SECD LENDING FD | 12030 | 316750 | COMMON STOCK |
| ISHARES TR | 1200 | 295404 | RUSSELL 2000 ETF |
| ORACLE CORP | 1500 | 292365 | COM |
| VANECK ETF TRUST | 709 | 255332 | SEMICONDUCTR ETF |
| WEDBUSH SER TR | 7982 | 252311 | DAN IVES WEDBUSH |
| JPMORGAN CHASE & CO. | 718 | 231354 | COM |
| GE AEROSPACE | 739 | 227634 | COM NEW |
| SHOPIFY INC | 1410 | 226968 | CL A SUB VTG SHS |
| UNITED PARCEL SERVICE INC | 2225 | 220698 | CL B |
| PALANTIR TECHNOLOGIES INC | 1200 | 213300 | CL A |
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