SEC 13F Intelligence

Managers / Q4 2025 · view latest →

CVFG LLC

CIK 0002050974 · 2177 INTELLIPLEX DR, SUITE 201, SHELBYVILLE, IN, 46176 · 317-398-8200

Reported Value
$146M
Q4 2025
Positions
104
Filings on Record
6
2019–present window
Filed
Feb 6, 2026
original filing

Summary

Cvfg Llc reported $146M in U.S.-listed holdings across 104 positions for Q4 2025.

Its largest position, SPY, represents 6.2% of the portfolio.

Compared with Q3 2025, the fund opened 7 new positions and exited 2.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $110MQ4 ’24Q1 ’25: $110MQ1 ’25Q2 ’25: $126MQ2 ’25Q3 ’25: $138MQ3 ’25Q4 ’25: $146MQ4 ’25Q1 ’26: $804MQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$804M239Apr 29, 202613F-HRchanges · EDGAR ↗
Q4 2025$146M104Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$138M99Nov 10, 202513F-HRchanges · EDGAR ↗
Q2 2025$126M97Aug 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$110M91Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$110M88Jan 15, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.