Long-term investor
Cvfg LLC @cvfgllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002050974).
Record
- Tracked since 2025-12-31 (257 days), 196 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.6%
- Max drawdown n/a · win rate 6% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPTM · 5.9% · long · since 2026-03-31
- QQQM · 3.9% · long · since 2025-12-31
- SPYG · 3.5% · long · since 2026-03-31
- NVDA · 2.9% · long · since 2025-12-31
- DGRW · 2.8% · long · since 2026-03-31
- AAPL · 2.4% · long · since 2025-12-31
- LLY · 2.1% · long · since 2025-12-31
- SPYM · 2.0% · long · since 2026-03-31
- MU · 1.9% · long · since 2026-03-31
- STX · 1.8% · long · since 2026-03-31
- BE · 1.7% · long · since 2026-03-31
- AMD · 1.7% · long · since 2025-12-31