CDKV Holdings LLC Q2 2026 Portfolio Activity: Major Purchases and Sales Observed

CDKV Holdings LLC has recently adjusted its investment portfolio during the second quarter of 2026. The investor appears to be actively managing their positions based on market movements and performance indicators.

The most significant purchase observed this period was a substantial increase in Vanguard Index Funds Inc (VUG). CDKV Holdings added over 78,000 shares during Q2 2026, representing an astronomical +493% change from the previous quarter. This ETF allocation now stands at approximately $8 million or 6.3% of their total portfolio value.

Other notable additions include Vanguard Russell Top 500 Growth Index Fund (VGT), which saw a significant increase with over 18,000 new shares purchased (+699.85%). VO also experienced substantial growth, adding nearly 10,000 shares (+297.15%) during the quarter.

Conversely, CDKV Holdings LLC was observed to have sold a considerable amount of Schwab Strategic Trust (SCHG) ETFs this quarter, reducing their position by over 7,000 shares (-1.19%). This represents one of the largest decreases in any single holding during Q2.

Additionally, there were other noteworthy sales and changes tracked for CDKV Holdings LLC's portfolio. The investor reduced exposure to certain holdings while establishing new positions with others like IWF (+401.12%) and VOOG (+500%).

The overall portfolio structure remains dominated by ETFs focused on broad market exposure, particularly within the SCHWAB STRATEGIC TR category which accounts for nearly 27% of CDKV Holdings' assets as of June 30th.