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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 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SOXX ISHARES TR 2,812.0 $1.8M 0.78% -834.0 -22.9% $640.86 -18.9%
22 ARTY ISHARES TR 23,056.0 $1.8M 0.76% -4K -14.8% $76.16 -0.0%
23 ROBO EXCHANGE TRADED CONCEPTS TRU 16,857.0 $1.4M 0.62% +7K +65.8% $85.66 -5.9%
24 NLR VANECK ETF TRUST 11,879.0 $1.4M 0.60% +6K +118.6% $115.98 +3.4%
25 AIPO TIDAL TRUST II 27,973.0 $935K 0.40% NEW $33.41 -13.0%
26 SLV ISHARES SILVER TR Financial Services 15,954.0 $853K 0.37% +10K +163.3% $53.47 +11.9%
27 LIT GLOBAL X FDS 7,815.0 $612K 0.27% +1K +19.7% $78.28 -5.2%
28 AHR AMERICAN HEALTHCARE REIT INC Real Estate 9,706.0 $506K 0.22% -786.0 -7.5% $52.15 +4.9%
29 COP CONOCOPHILLIPS Energy 4,644.0 $483K 0.21% +33.0 +0.7% $103.96 +29.1%
30 NVDA NVIDIA CORPORATION Technology 1,969.0 $394K 0.17% -738.0 -27.3% $200.10 +15.1%
31 PPA INVESCO EXCHANGE TRADED FD T 1,534.0 $271K 0.12% $176.60 -6.5%
32 IEF ISHARES TR 2,814.0 $266K 0.12% -870.0 -23.6% $94.56 -2.4%
33 XLE SELECT SECTOR SPDR TR 4,490.0 $238K 0.10% +32.0 +0.7% $53.11 +20.6%
34 BAC BANK AMERICA CORP Financial Services 4,105.0 $234K 0.10% NEW $56.99 +10.0%
35 VO VANGUARD INDEX FDS 2,854.0 $230K 0.10% NEW $80.56 +2.1%
36 COWZ PACER FDS TR 3,649.0 $227K 0.10% -47K -92.8% $62.20 +14.6%
37 TSLA TESLA INC Consumer Cyclical 486.0 $204K 0.09% NEW $420.60 -15.8%
38 REAX THE REAL BROKERAGE INC Real Estate 13,195.0 $24K 0.01% NEW $1.82 +925.8%
Page 2 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%