CVFG LLC
All 13F Filings
- Location
- Shelbyville, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 952,102
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 250 | 952,102 | 13F-HR | CVFG LLC |
| 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 | 631.4 K | 66.3% | 100.2 K | 0 | 100.2 K |
| ETFs | 320.7 K | 33.7% | 47.52 K | 0 | 47.52 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
952,102
Holdings
250
QoQ value change ($000)
147,754
(18.4%)
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.