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Portfolio (Quarterly) Guide ↗

VVR Holdings LLC

· CIK 0002070884
13F Portfolio $194M AUM 39 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 19 Added 9 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CGVV CAPITAL GROUP EQUITY ETF TR 366,575.0 $9.8M 5.07% NEW $26.75 +13.2%
2 GRID FIRST TR EXCHANGE-TRADED FD 14,636.0 $2.4M 1.24% NEW $163.58 +18.7%
3 XLB SELECT SECTOR SPDR TR 22,360.0 $1.1M 0.58% NEW $49.97 +2.4%
4 SMH VANECK ETF TRUST 883.0 $339K 0.17% NEW $383.40 +55.3%
5 XLE SELECT SECTOR SPDR TR 4,458.0 $273K 0.14% NEW $61.26 -7.0%
6 J P MORGAN EXCHANGE TRADED F 4,729.0 $239K 0.12% NEW $50.61
7 BP BP PLC Energy 4,434.0 $208K 0.11% NEW $47.00 -11.4%

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 94.3%
Energy 2.6%
Real Estate 1.6%
Technology 1.5%