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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
Page 1 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 54,554.0 $37.5M 16.20% -417.0 -0.8% $686.80 +3.1%
2 QQQ INVESCO QQQ TR Financial Services 33,667.0 $24.8M 10.72% +4K +14.0% $736.40 -2.4%
3 VTI VANGUARD INDEX FDS 60,342.0 $22.3M 9.66% +2K +2.6% $370.04 +2.6%
4 CGDV CAPITAL GROUP DIVIDEND VALUE 422,371.0 $20.8M 9.00% -3K -0.7% $49.28 +1.6%
5 VUG VANGUARD INDEX FDS 235,987.0 $20.3M 8.79% +196K +495.7% $86.14 +2.7%
6 FNDX SCHWAB STRATEGIC TR 617,012.0 $19.2M 8.30% -26K -4.1% $31.10 +5.0%
7 CGVV CAPITAL GROUP EQUITY ETF TR 417,651.0 $12.9M 5.58% +51K +13.9% $30.90 +3.9%
8 QTUM ETF SER SOLUTIONS 47,182.0 $7.8M 3.37% -7K -13.1% $165.38 -10.6%
9 J P MORGAN EXCHANGE TRADED F 150,027.0 $7.6M 3.28% +145K +3072.5% $50.57
10 IWM ISHARES TR 20,057.0 $6.0M 2.61% +11K +110.5% $300.45 -1.5%
11 VT VANGUARD INTL EQUITY INDEX F 37,652.0 $5.9M 2.56% -2K -4.0% $156.95 +3.0%
12 CGBL CAPITAL GROUP CORE BALANCED 142,823.0 $5.4M 2.35% +31K +27.3% $37.96 +0.4%
13 XOVR ENTREPRENEURSHARES SERIES TR 208,902.0 $4.4M 1.90% NEW $21.05 +0.0%
14 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 168,908.0 $4.4M 1.90% +33K +24.3% $25.95 +36.1%
15 GLD SPDR GOLD TR Financial Services 10,808.0 $4.0M 1.72% -8K -42.6% $368.38 +10.4%
16 GRID FIRST TR EXCHANGE-TRADED FD 20,188.0 $3.9M 1.67% +6K +37.9% $191.75 -6.7%
17 VWO VANGUARD INTL EQUITY INDEX F 56,684.0 $3.4M 1.46% -2K -4.2% $59.69 +2.9%
18 XAR SPDR SERIES TRUST 11,069.0 $3.1M 1.36% +798.0 +7.8% $283.80 -10.9%
19 AOM ISHARES TR 58,410.0 $2.9M 1.26% -3K -4.8% $49.89 -0.1%
20 VGT VANGUARD WORLD FD 22,954.0 $2.7M 1.19% +19K +459.7% $119.52 +1.5%
Page 1 of 2  ·  38 positions

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%