CV Advisors LLC
All 13F Filings
- Location
- Aventura, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 541,878
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 134 | 541,878 | 13F-HR | CV Advisors LLC |
| Q1 2026 | 5/1/2026 | 46 | 366,467 | 13F-HR | CV Advisors LLC |
| Q4 2025 | 1/20/2026 | 48 | 392,061 | 13F-HR | CV Advisors LLC |
| Q3 2025 | 10/21/2025 | 50 | 360,985 | 13F-HR | CV Advisors LLC |
| Q2 2025 | 7/25/2025 | 37 | 325,533 | 13F-HR | CV Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
13.56 K
(2.5% of total reported value)
· QoQ Δ:
+13.56 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 258.9 K | 49.0% | 124 K | 0 | 124 K |
| ETFs | 269.1 K | 50.9% | 37.58 K | 0 | 37.58 K |
| Other | 296 | 0.1% | 296 | 0 | 296 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
541,878
Holdings
134
QoQ value change ($000)
175,411
(47.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.