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Portfolio (Quarterly) Guide ↗

VVR Holdings LLC

· CIK 0002070884
13F Portfolio $231M AUM 38 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 17 Added 14 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 33,667.0 $24.8M 10.72% +4K +14.0% $736.40 -2.4%
2 VTI VANGUARD INDEX FDS 60,342.0 $22.3M 9.66% +2K +2.6% $370.04 +2.6%
3 VUG VANGUARD INDEX FDS 235,987.0 $20.3M 8.79% +196K +495.7% $86.14 +2.7%
4 CGVV CAPITAL GROUP EQUITY ETF TR 417,651.0 $12.9M 5.58% +51K +13.9% $30.90 +3.9%
5 J P MORGAN EXCHANGE TRADED F 150,027.0 $7.6M 3.28% +145K +3072.5% $50.57
6 IWM ISHARES TR 20,057.0 $6.0M 2.61% +11K +110.5% $300.45 -1.5%
7 CGBL CAPITAL GROUP CORE BALANCED 142,823.0 $5.4M 2.35% +31K +27.3% $37.96 +0.4%
8 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 168,908.0 $4.4M 1.90% +33K +24.3% $25.95 +36.1%
9 GRID FIRST TR EXCHANGE-TRADED FD 20,188.0 $3.9M 1.67% +6K +37.9% $191.75 -6.7%
10 XAR SPDR SERIES TRUST 11,069.0 $3.1M 1.36% +798.0 +7.8% $283.80 -10.9%
11 VGT VANGUARD WORLD FD 22,954.0 $2.7M 1.19% +19K +459.7% $119.52 +1.5%
12 ROBO EXCHANGE TRADED CONCEPTS TRU 16,857.0 $1.4M 0.62% +7K +65.8% $85.66 -5.9%
13 NLR VANECK ETF TRUST 11,879.0 $1.4M 0.60% +6K +118.6% $115.98 +3.4%
14 SLV ISHARES SILVER TR Financial Services 15,954.0 $853K 0.37% +10K +163.3% $53.47 +11.9%
15 LIT GLOBAL X FDS 7,815.0 $612K 0.27% +1K +19.7% $78.28 -5.2%
16 COP CONOCOPHILLIPS Energy 4,644.0 $483K 0.21% +33.0 +0.7% $103.96 +29.1%
17 XLE SELECT SECTOR SPDR TR 4,490.0 $238K 0.10% +32.0 +0.7% $53.11 +20.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 95.5%
Real Estate 1.5%
Energy 1.3%
Technology 1.1%
Consumer Cyclical 0.6%