DOSSIER · 13F-HR · Q3 2026
CV Advisors LLC
$594M in tracked AUM across 114 positions as of Q3 2026.
CA
CIK 0001872254 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Comprehensive Analysis of CV Advisors LLC SEC 13F Filing
1. Portfolio Overview
CV Advisors LLC manages a portfolio with a total market value of approximately $392.06 million as of December 31, 2025. The firm executed a significant expansion strategy during the quarter, increasing total Assets Under Management (AUM) by 39.3% (up from $281.40 million in the previous quarter). This growth was driven by a combination of capital inflows and market appreciation rather than merely holdin...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
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