CV Advisors LLC

Q2 2026 13F-HR Holdings

Location
Aventura, FL
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$541,878
Net value change ($000)
+175,411 (47.9%)
New positions
87
Sold out positions
0
Turnover %
15.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPY 26,519 14.1%
NVDA 9,208 49.0%
AMAT 7,972 NEW
GOOGL 6,377 28.3%
AAPL 6,191 29.2%
QQQ 5,399 27.6%
GOOGL 5,342 133.9%
AMZN 4,539 26.0%
GS 4,503 NEW
META 3,702 48.9%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -1,730 -29.6%
UBER -391 -16.6%
COIN -362 -50.6%
CVX -244 -19.9%
BAC -65 -1.5%
JXN -26 -3.2%
AIG -4 -1.0%
VCSH -1 -0.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 13,559 (2.5% of total reported value)
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