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Beatriz Gutierrez Junco

Cv Advisors Llc

Assets Managed
$541.878M
Holdings
134
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
47.87%(2Q avg: 20.67%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cv Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 134 positions.

Assets under management

The assets under management (AUM) of Cv Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 541.878M in assets, with a quarterly growth rate of 47.87% and a 2-quarter average growth rate of 20.67%. The portfolio is managed by Beatriz Gutierrez Junco, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.67%
39.72%
$215.225M
288,207 shares@ $746.78 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 3.24%
5.34%
$28.911M
80,899 shares@ $357.38 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 29.89%
5.17%
$27.99M
139,885 shares@ $200.1 avg price
AAPL
Apple Inc
Recent Activity
Increased 13.3%
5.06%
$27.412M
94,733 shares@ $289.36 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased 0%
4.62%
$24.992M
33,938 shares@ $736.41 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 10.12%
4.06%
$21.988M
92,256 shares@ $238.34 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 23.93%
3.09%
$16.702M
44,774 shares@ $373.03 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
New Position
2.51%
$13.559M↑ Call
156,900 shares@ $86.42 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 51.25%
2.09%
$11.271M
20,010 shares@ $563.3 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 89.84%
1.73%
$9.333M
26,414 shares@ $353.34 avg price

1-10 of 134