CVFG LLC
All 13F Filings
- Location
- Shelbyville, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 145,858
- 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 |
|---|---|---|---|---|---|
| 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 | 127.1 K | 87.2% | 5.956 K | 0 | 5.956 K |
| ETFs | 18.73 K | 12.8% | 1.458 K | 0 | 1.458 K |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
145,858
Holdings
104
QoQ value change ($000)
7,412
(5.4%)
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.