CDKV HOLDINGS LLC

CIK: 0002109928Latest portfolio: $119.5M · Q4 2025

Holdings

277

Total Value

$119.5M

New Positions

275

Closed Positions

0

#StockSharesValue% PortfolioType
1
SCHGSCHWAB STRATEGIC TR
704,550$23.0M19.22%
2
NDQINVESCO QQQ TR
16,323$10.0M8.39%
3
SCHVSCHWAB STRATEGIC TR
323,931$9.6M8.02%
4
VUGVANGUARD INDEX FDS
12,286$6.0M5.01%
5
IEIISHARES TR
30,433$3.6M3.04%
6
AAPLAPPLE INC
11,149$3.0M2.53%
7
IEFISHARES TR
28,185$2.7M2.27%
8
VHTVANGUARD WORLD FD
8,938$2.6M2.15%
9
SCHMSCHWAB STRATEGIC TR
83,737$2.5M2.11%
10
ITA*ISHARES TR
11,459$2.5M2.06%
11
SCHFSCHWAB STRATEGIC TR
93,272$2.2M1.88%
12
SCHASCHWAB STRATEGIC TR
73,273$2.1M1.74%
13
VGTVANGUARD WORLD FD
2,709$2.0M1.71%
14
VIGVANGUARD SPECIALIZED FUNDS
8,266$1.8M1.52%
15
XLISELECT SECTOR SPDR TR
11,653$1.8M1.51%
16
VTVVANGUARD INDEX FDS
8,926$1.7M1.43%
17
CATHGLOBAL X FDS
18,900$1.6M1.30%
18
AQLTISHARES TR
9,660$1.4M1.14%
19
JMTGJ P MORGAN EXCHANGE TRADED F
23,032$1.2M0.98%
20
SCHXSCHWAB STRATEGIC TR
42,519$1.1M0.96%
21
AGGISHARES TR
11,076$1.1M0.93%
22
SHYISHARES TR
12,731$1.1M0.88%
23
TLTISHARES TR
11,759$1.0M0.86%
24
YEARAB ACTIVE ETFS INC
20,240$1.0M0.85%
25
XBISPDR SERIES TRUST
8,368$1.0M0.85%

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($3.0309695424603344e+43T)
Unknown0.0% ($1.0027246013637155e+35T)
Consumer Cyclical0.0% ($6.926905893521018e+31T)
Healthcare0.0% ($3.3031520019313216e+29T)
Industrials0.0% ($329295168111106523136.0T)
Consumer Defensive0.0% ($55749949528512.3T)
Energy0.0% ($8475382414.1T)
Utilities0.0% ($287134623.7T)
Communication Services0.0% ($613460.2T)
Basic Materials0.0% ($3.0B)
Real Estate0.0% ($688.3M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$119.5M277

Fund Information

CIK0002109928
Most Recent FilingFeb 17, 2026
Number of Filings1

CDKV HOLDINGS LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $119.5M across 277 holdings. The largest position is SCHWAB STRATEGIC TR (SCHG), representing 19.2% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.