SPVU ETF

$61.30
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Showing 10 of 101 holdings(as of Sep 30, 2025)Top 10 Weight: 41.42%
#TickerNameWeightSharesMkt ValueShare ChgSectorIndustry
1UNHUnitedHealth Group Incorporated5.59%16,206$5.96M••••••••••••••••••••••
2BACBank of America Corp.: Financials5.25%112,466$5.60M••••••••••••••••••••••
3XOMExxon Mobil Corp.4.87%46,025$5.20M••••••••••••••••••••••
4BRK.BBerkshire Hathaway Inc Brk/B Us Equity4.80%10,310$5.12M••••••••••••••••••••••
5WFCWells Fargo & Co.4.10%54,780$4.38M••••••••••••••••••••••
6CCitigroup Inc.4.03%44,764$4.29M••••••••••••••••••••••
7CVXChevron Corp.3.96%27,865$4.23M••••••••••••••••••••••
8VZVerizon Communications Inc Vz3.22%84,192$3.44M••••••••••••••••••••••
9CVSCvs Health Corp.2.96%41,108$3.15M••••••••••••••••••••••
10CMCSAComcast Corp-class A Cmcsa2.64%92,629$2.79M••••••••••••••••••••••
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Top Holdings Themes

Health InsuranceManaged CareAging PopulationDigital HealthHealth & Wellness5G InfrastructureNetworking InfrastructureBroadband ServicesConnectors & InterconnectsInternet & DigitalEnergy TransitionEnergy SecurityClean EnergyClimate SolutionsEnvironmental Solutions

SPVU ETF Top Holdings

SPVU holdings top 10 positions. The top 10 holdings account for 41.4% of the fund, led by UnitedHealth Group Incorporated at 5.6%, Bank of America Corp.: Financials at 5.3%, Exxon Mobil Corp. at 4.9%.

SPVU portfolio concentration is moderate, with the top 10 representing 41.4% of total assets. The largest sector exposure is Financials at 34.0%.

SPVU sector allocation provides a detailed breakdown. SPVU overlap tool shows how holdings compare to other funds in your portfolio.

Showing 10 of 101 holdingsTop 10 Weight: 41.42%
#TickerNameIndustryWeightAllocation
1UNHUnitedHealth Group IncorporatedHealth Care5.59%
2BACBank of America Corp.: FinancialsFinancials5.25%
3XOMExxon Mobil Corp.Energy4.87%
4BRK.BBerkshire Hathaway Inc Brk/B Us EquityIndustrials4.80%
5WFCWells Fargo & Co.Financials4.10%
6CCitigroup Inc.Financials4.03%
7CVXChevron Corp.Energy3.96%
8VZVerizon Communications Inc VzCommunication Services3.22%
9CVSCvs Health Corp.Health Care2.96%
10CMCSAComcast Corp-class A CmcsaCommunication Services2.64%
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Holdings Distribution

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