13F Filings History of CVFG LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$145,857,615
Signature - Title
Grant Reeves - Chief Compliance Officer
Location
Shelbyville, IN
Summary
This page shows a list of all the recent 13F filings made by CVFG LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CVFG LLC reported 104 stock holdings with total value $145,857,615 as of Q4 2025. Top holdings included SPY, AAPL, DIA, CWI, and VTI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 104 $145,857,615 +$6,962,041 -$2,958,182 +$4,003,859 SPY, AAPL, DIA, CWI, VTI 13F-HR 06 Feb 2026, 17:15
Q3 2025 99 $138,446,137 +$5,800,684 -$2,376,966 +$3,423,718 SPY, AAPL, DIA, VTI, CWI 13F-HR 10 Nov 2025, 15:49
Q2 2025 97 $126,061,515 +$8,765,752 -$1,275,582 +$7,490,170 SPY, DIA, AAPL, VTI, CWI 13F-HR 07 Aug 2025, 15:53
Q1 2025 91 $109,961,564 +$7,409,147 -$2,832,716 +$4,576,431 SPY, AAPL, DIA, VTI, CWI 13F-HR 23 Apr 2025, 15:34
Q4 2024 88 $109,641,359 $0 $0 $0 AAPL, SPY, DIA, VTI, SPMD 13F-HR 15 Jan 2025, 06:03