CGDV holdings - what the fund actually owns

Capital Group Dividend Value ETF reports 53 stock positions to the SEC, 100% of its assets. The ten largest are 38.8% of the fund, as of May 31, 2026.

Each week Ploutos reads the latest N-PORT filing of the largest US equity ETFs. This page is one fund's filing: its reported positions with their weights, where that weight sits by sector, what entered and left since the previous filing, and which other funds hold the most of the same stocks.

Reported positions

53

cover 100% of the fund

Weight of the top 10 holdings

38.8%

of the fund in ten names

Largest position

MSFT

5.81% · Microsoft Corp

Filing date

May 31, 2026

holdings as reported to the SEC

Where the weight sits, by sector

Technology
44.6%
Consumer Cyclical
10.3%
Healthcare
9.9%
Industrials
8.6%
Financial Services
4.4%
Basic Materials
3.5%
Utilities
2.4%
Communication Services
1.8%
Energy
1.6%
Real Estate
1.0%
Consumer Defensive
0.8%
Unknown
11.1%

Sectors come from each company's industry code in its SEC record, so they are coarse. 11.1% of the reported weight could not be placed and is shown as unknown.

Full holdings list, heaviest first

#StockWeightCumulative
1MSFTMicrosoft Corp5.81%5.8%
2NVDANVIDIA Corp5.66%11.5%
3AVGOBroadcom Inc5.16%16.6%
4GOOGLAlphabet Inc3.59%20.2%
5METAMeta Platforms Inc3.33%23.5%
6LLYEli Lilly & Co3.15%26.7%
7AMATApplied Materials Inc3.12%29.8%
8GENERAL ELECTRIC CO3.08%32.9%
9CSCOCisco Systems Inc3.02%35.9%
10RCLRoyal Caribbean Cruises Ltd2.83%38.8%
11RTXRTX Corp2.82%41.6%
12BTIBritish American Tobacco PLC2.66%44.2%
13CARRCarrier Global Corp2.64%46.9%
14AAPLApple Inc2.36%49.2%
15SBUXStarbucks Corp2.26%51.5%
16TSMTaiwan Semiconductor Manufacturing Co Ltd2.16%53.7%
17UNPUnion Pacific Corp2.12%55.8%
18CAPITAL GROUP CENTRAL CASH FUND2.02%57.8%
19UNHUnitedHealth Group Inc2.02%59.8%
20WFCWells Fargo & Co1.99%61.8%
21LINLinde PLC1.95%63.8%
22JPMORGAN CHASE & CO1.89%65.6%
23AMZNAmazon.com Inc1.88%67.5%
24CMCSAComcast Corp1.75%69.3%
25IPInternational Paper Co1.74%71.0%

Funds that hold the most of the same stocks

The share of CGDV that is also in each fund, from the positions both report. Open a pair for the full list.

FundOverlapShared
CGUSCapital Group Core Equity ETF66.1%38
OEFiShares S&P 100 ETF41.0%33
SPYGState Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF40.0%25
DYNFiShares U.S. Equity Factor Rotation Active ETF39.0%32
CGGRCapital Group Growth ETF38.9%23
VOOGVANGUARD S&P 500 GROWTH INDEX FUND38.7%25
VVVANGUARD LARGE-CAP INDEX FUND38.3%47
XLGInvesco S&P 500 Top 50 ETF38.3%20

Questions people ask

What are the top holdings of CGDV?

Its filing lists 53 stock positions. The largest are MSFT 5.8%, NVDA 5.7%, AVGO 5.2%, and the ten largest together are 38.8% of the fund. The full list with weights is on this page.

How often do these holdings change?

Funds report their positions to the SEC at each quarter end, and the SEC publishes the filing about 60 days later. Ploutos reads the latest one every week, so the page changes four times a year, and shows the date of the filing it reads.

Why does the coverage not reach 100%?

The list is the stock positions the fund reports. Cash, futures, bonds and other assets the filing carries are not listed, and what the stocks add up to is the coverage shown. A stock fund lands near 100; a fund that holds futures or a cash sleeve lands lower. Weights are of the whole fund.

Compare CGDV with another fund·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.