# EDGAR Filing Document

**Accession Number:** 0002050974
**File Stem:** 0001951757-26-000390
**Filing Date:** 2026-2
**Character Count:** 13859
**Document Hash:** 1920e69dfdab1861d3be3d92b33d5898
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000390.hdr.sgml**: 20260206

**ACCESSION NUMBER**: 0001951757-26-000390

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260206

**DATE AS OF CHANGE**: 20260206

**EFFECTIVENESS DATE**: 20260206

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CVFG LLC
- **CENTRAL INDEX KEY:** 0002050974

**ORGANIZATION NAME:**
- **EIN:** 921806423
- **STATE OF INCORPORATION:** IN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24555
- **FILM NUMBER:** 26608762

**BUSINESS ADDRESS:**
- **STREET 1:** 2177 INTELLIPLEX DR
- **STREET 2:** SUITE 201
- **CITY:** SHELBYVILLE
- **STATE:** IN
- **ZIP:** 46176
- **BUSINESS PHONE:** 317-398-8200

**MAIL ADDRESS:**
- **STREET 1:** 2177 INTELLIPLEX DR
- **STREET 2:** SUITE 201
- **CITY:** SHELBYVILLE
- **STATE:** IN
- **ZIP:** 46176

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** CVFG LLC<br>**Address:** 2177 INTELLIPLEX DR<br>SUITE 201<br>SHELBYVILLE, IN 46176

**Form 13F File Number:** 028-24555

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Grant Reeves<br>**Title:** Chief Compliance Officer<br>**Phone:** (317) 398-8200

**Signature, Place, and Date of Signing:**

Grant Reeves  Shelbyville, IN  02-06-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 104

**Form 13F Information Table Value Total:** $145857615

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 319944 | 1400 | SH |  | SOLE |  | 0 | 0 | 1400 |
| ADOBE INC | COM | 00724F101 |  | 210699 | 602 | SH |  | SOLE |  | 0 | 0 | 602 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 344582 | 1609 | SH |  | SOLE |  | 0 | 0 | 1609 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 |  | 266809 | 2725 | SH |  | SOLE |  | 0 | 0 | 2725 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1241263 | 3956 | SH |  | SOLE |  | 0 | 0 | 3956 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2371981 | 7578 | SH |  | SOLE |  | 0 | 0 | 7578 |
| AMAZON COM INC | COM | 023135106 |  | 2349747 | 10180 | SH |  | SOLE |  | 0 | 0 | 10180 |
| AMERICAN CENTY ETF TR | US QUALITY GROW | 025072307 |  | 264541 | 2310 | SH |  | SOLE |  | 0 | 0 | 2310 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 |  | 539054 | 1538 | SH |  | SOLE |  | 0 | 0 | 1538 |
| APPLE INC | COM | 037833100 |  | 8715683 | 32059 | SH |  | SOLE |  | 0 | 0 | 32059 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 205717 | 1570 | SH |  | SOLE |  | 0 | 0 | 1570 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2189547 | 4356 | SH |  | SOLE |  | 0 | 0 | 4356 |
| BOEING CO | COM | 097023105 |  | 515878 | 2376 | SH |  | SOLE |  | 0 | 0 | 2376 |
| BROADCOM INC | COM | 11135F101 |  | 294950 | 852 | SH |  | SOLE |  | 0 | 0 | 852 |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 |  | 591824 | 20028 | SH |  | SOLE |  | 0 | 0 | 20028 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 382122 | 8593 | SH |  | SOLE |  | 0 | 0 | 8593 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 |  | 724410 | 18007 | SH |  | SOLE |  | 0 | 0 | 18007 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 467871 | 10721 | SH |  | SOLE |  | 0 | 0 | 10721 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 |  | 3396194 | 98014 | SH |  | SOLE |  | 0 | 0 | 98014 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 |  | 1682926 | 74334 | SH |  | SOLE |  | 0 | 0 | 74334 |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 |  | 216579 | 7841 | SH |  | SOLE |  | 0 | 0 | 7841 |
| CAPITAL GROUP CORE BALANCED | SHS | 14021D107 |  | 4355603 | 123283 | SH |  | SOLE |  | 0 | 0 | 123283 |
| CHEVRON CORP NEW | COM | 166764100 |  | 201029 | 1319 | SH |  | SOLE |  | 0 | 0 | 1319 |
| COCA COLA CO | COM | 191216100 |  | 699163 | 10001 | SH |  | SOLE |  | 0 | 0 | 10001 |
| COLUMBIA ETF TR I | MULTI SEC MUNI | 19761L607 |  | 303345 | 14718 | SH |  | SOLE |  | 0 | 0 | 14718 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 505423 | 586 | SH |  | SOLE |  | 0 | 0 | 586 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 303287 | 647 | SH |  | SOLE |  | 0 | 0 | 647 |
| CUMMINS INC | COM | 231021106 |  | 710887 | 1393 | SH |  | SOLE |  | 0 | 0 | 1393 |
| DEERE  CO | COM | 244199105 |  | 204200 | 439 | SH |  | SOLE |  | 0 | 0 | 439 |
| DISNEY WALT CO | COM | 254687106 |  | 435302 | 3826 | SH |  | SOLE |  | 0 | 0 | 3826 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 421850 | 3599 | SH |  | SOLE |  | 0 | 0 | 3599 |
| EATON VANCE TAX-MANAGED DIVE | COM | 27828N102 |  | 181886 | 11857 | SH |  | SOLE |  | 0 | 0 | 11857 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1026493 | 1555 | SH |  | SOLE |  | 0 | 0 | 1555 |
| FEDEX CORP | COM | 31428X106 |  | 329913 | 1142 | SH |  | SOLE |  | 0 | 0 | 1142 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 |  | 2065183 | 22595 | SH |  | SOLE |  | 0 | 0 | 22595 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 593325 | 675 | SH |  | SOLE |  | 0 | 0 | 675 |
| HOME DEPOT INC | COM | 437076102 |  | 1015558 | 2951 | SH |  | SOLE |  | 0 | 0 | 2951 |
| HONEYWELL INTL INC | COM | 438516106 |  | 219467 | 1125 | SH |  | SOLE |  | 0 | 0 | 1125 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 2504738 | 4077 | SH |  | SOLE |  | 0 | 0 | 4077 |
| INTUIT | COM | 461202103 |  | 1231581 | 1859 | SH |  | SOLE |  | 0 | 0 | 1859 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 4515669 | 23573 | SH |  | SOLE |  | 0 | 0 | 23573 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 5045410 | 19949 | SH |  | SOLE |  | 0 | 0 | 19949 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 |  | 318848 | 2685 | SH |  | SOLE |  | 0 | 0 | 2685 |
| ISHARES TR | CORE S ETF | 464287200 |  | 4378405 | 6392 | SH |  | SOLE |  | 0 | 0 | 6392 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 3232810 | 29338 | SH |  | SOLE |  | 0 | 0 | 29338 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 599667 | 6229 | SH |  | SOLE |  | 0 | 0 | 6229 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 637187 | 9654 | SH |  | SOLE |  | 0 | 0 | 9654 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 694155 | 2305 | SH |  | SOLE |  | 0 | 0 | 2305 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 1113380 | 4523 | SH |  | SOLE |  | 0 | 0 | 4523 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 244521 | 1456 | SH |  | SOLE |  | 0 | 0 | 1456 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 479990 | 3994 | SH |  | SOLE |  | 0 | 0 | 3994 |
| ISHARES TR | US AER DEF ETF | 464288760 |  | 269439 | 1255 | SH |  | SOLE |  | 0 | 0 | 1255 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 260390 | 1311 | SH |  | SOLE |  | 0 | 0 | 1311 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 293869 | 3472 | SH |  | SOLE |  | 0 | 0 | 3472 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 337521 | 3773 | SH |  | SOLE |  | 0 | 0 | 3773 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 457826 | 6595 | SH |  | SOLE |  | 0 | 0 | 6595 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 |  | 4027709 | 97382 | SH |  | SOLE |  | 0 | 0 | 97382 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 652654 | 2025 | SH |  | SOLE |  | 0 | 0 | 2025 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 383154 | 1851 | SH |  | SOLE |  | 0 | 0 | 1851 |
| KROGER CO | COM | 501044101 |  | 727329 | 11641 | SH |  | SOLE |  | 0 | 0 | 11641 |
| ELI LILLY  CO | COM | 532457108 |  | 4114822 | 3829 | SH |  | SOLE |  | 0 | 0 | 3829 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1828340 | 3203 | SH |  | SOLE |  | 0 | 0 | 3203 |
| MCDONALDS CORP | COM | 580135101 |  | 480259 | 1571 | SH |  | SOLE |  | 0 | 0 | 1571 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 |  | 235619 | 169 | SH |  | SOLE |  | 0 | 0 | 169 |
| MICROSOFT CORP | COM | 594918104 |  | 3383850 | 6997 | SH |  | SOLE |  | 0 | 0 | 6997 |
| NETFLIX INC | COM | 64110L106 |  | 361914 | 3860 | SH |  | SOLE |  | 0 | 0 | 3860 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 952219 | 11861 | SH |  | SOLE |  | 0 | 0 | 11861 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2213590 | 11869 | SH |  | SOLE |  | 0 | 0 | 11869 |
| ORACLE CORP | COM | 68389X105 |  | 981776 | 5037 | SH |  | SOLE |  | 0 | 0 | 5037 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 365903 | 1753 | SH |  | SOLE |  | 0 | 0 | 1753 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 363500 | 2045 | SH |  | SOLE |  | 0 | 0 | 2045 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 258257 | 4424 | SH |  | SOLE |  | 0 | 0 | 4424 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 595908 | 4158 | SH |  | SOLE |  | 0 | 0 | 4158 |
| RTX CORPORATION | COM | 75513E101 |  | 347360 | 1894 | SH |  | SOLE |  | 0 | 0 | 1894 |
| S GLOBAL INC | COM | 78409V104 |  | 1120917 | 2145 | SH |  | SOLE |  | 0 | 0 | 2145 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 9046801 | 13267 | SH |  | SOLE |  | 0 | 0 | 13267 |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | 78463X848 |  | 6319404 | 175930 | SH |  | SOLE |  | 0 | 0 | 175930 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A649 |  | 3630050 | 140972 | SH |  | SOLE |  | 0 | 0 | 140972 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A847 |  | 5409716 | 93416 | SH |  | SOLE |  | 0 | 0 | 93416 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 7833286 | 16300 | SH |  | SOLE |  | 0 | 0 | 16300 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 |  | 3958081 | 84466 | SH |  | SOLE |  | 0 | 0 | 84466 |
| SALESFORCE INC | COM | 79466L302 |  | 434834 | 1641 | SH |  | SOLE |  | 0 | 0 | 1641 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 522964 | 16032 | SH |  | SOLE |  | 0 | 0 | 16032 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 203065 | 6858 | SH |  | SOLE |  | 0 | 0 | 6858 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 296745 | 6637 | SH |  | SOLE |  | 0 | 0 | 6637 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 432629 | 2789 | SH |  | SOLE |  | 0 | 0 | 2789 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 268937 | 1868 | SH |  | SOLE |  | 0 | 0 | 1868 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 242567 | 5682 | SH |  | SOLE |  | 0 | 0 | 5682 |
| SOUTHERN CO | COM | 842587107 |  | 571160 | 6550 | SH |  | SOLE |  | 0 | 0 | 6550 |
| TJX COS INC NEW | COM | 872540109 |  | 885806 | 5767 | SH |  | SOLE |  | 0 | 0 | 5767 |
| TESLA INC | COM | 88160R101 |  | 1800677 | 4004 | SH |  | SOLE |  | 0 | 0 | 4004 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 263652 | 455 | SH |  | SOLE |  | 0 | 0 | 455 |
| UNION PAC CORP | COM | 907818108 |  | 905500 | 3914 | SH |  | SOLE |  | 0 | 0 | 3914 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 273333 | 828 | SH |  | SOLE |  | 0 | 0 | 828 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 786538 | 10426 | SH |  | SOLE |  | 0 | 0 | 10426 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 584070 | 1415 | SH |  | SOLE |  | 0 | 0 | 1415 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 |  | 314787 | 2230 | SH |  | SOLE |  | 0 | 0 | 2230 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 356211 | 568 | SH |  | SOLE |  | 0 | 0 | 568 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 879559 | 4206 | SH |  | SOLE |  | 0 | 0 | 4206 |
| VISA INC | COM CL A | 92826C839 |  | 774707 | 2209 | SH |  | SOLE |  | 0 | 0 | 2209 |
| WALMART INC | COM | 931142103 |  | 766003 | 6875 | SH |  | SOLE |  | 0 | 0 | 6875 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 534934 | 1994 | SH |  | SOLE |  | 0 | 0 | 1994 |
| LINDE PLC | SHS | G54950103 |  | 392261 | 920 | SH |  | SOLE |  | 0 | 0 | 920 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 6294617 | 18775 | SH |  | SOLE |  | 0 | 0 | 18775 |

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