CV Advisors LLC

Q1 2026 13F-HR Holdings

Location
Aventura, FL
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
46
Total value ($000)
$366,467
Net value change ($000)
-25,594 (-6.5%)
New positions
6
Sold out positions
8
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TSM 1,348 47.6%
CMF 641 NEW
AVGO 373 11.1%
CVX 323 35.8%
NFLX 296 5.3%
MUB 277 11.8%
XOM 252 41.0%
DELL 242 NEW
APP 235 NEW
VUG 216 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPY -10,807 -5.4%
MSFT -3,940 -22.8%
GOOGL -1,800 -7.4%
AMZN -1,713 -8.9%
NVDA -1,692 -8.3%
QQQ -1,447 -6.9%
BAC -1,350 -23.3%
AAPL -837 -3.8%
META -818 -9.8%
IVV -754 -62.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type