CVFG LLC
All 13F Filings
- Location
- Shelbyville, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 804,348
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/29/2026 | 239 | 804,348 | 13F-HR | CVFG LLC |
| Q4 2025 | 2/6/2026 | 104 | 145,858 | 13F-HR | CVFG LLC |
| Q3 2025 | 11/10/2025 | 99 | 138,446 | 13F-HR | CVFG LLC |
| Q2 2025 | 8/7/2025 | 97 | 126,062 | 13F-HR | CVFG LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 531.2 K | 66.0% | 404 K | 0 | 404 K |
| ETFs | 273.2 K | 34.0% | 254.5 K | 0 | 254.5 K |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
804,348
Holdings
239
QoQ value change ($000)
658,490
(451.5%)
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.