Cva Family Office, LLC Incresed Positions in Q3 2025

Cva Family Office, LLC

  • $753 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
68.7K
+ 7.05%
$39.84 - $43.15 $2.74M - $2.96M
1.04M $44.8M
VGT
Vanguard Information Technolog

ETFs
3.35K
+ 8.44%
$656.44 - $753.15 $2.2M - $2.52M
43K $32.1M
AVDE
American Centy ETF Tr Avantis

ETFs
41.4K
+ 17.57%
$73.24 - $79.04 $3.03M - $3.27M
277K $21.8M
DFAU
Dimensional ETF Tr

ETFs
60.9K
+ 14.41%
$42.42 - $45.96 $2.58M - $2.8M
484K $22.1M
AVUS
American Centy ETF Tr Avantis

ETFs
21.5K
+ 14.29%
$101.2 - $109.16 $2.18M - $2.35M
172K $18.7M
AAPL
Apple Inc.

Technology
356
+ 0.64%
$202.38 - $256.87 $72K - $91.4K
55.8K $14.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
67.1K
+ 40.27%
$28.92 - $32.19 $1.94M - $2.16M
234K $7.46M
DUHP
Dimensional ETF Tr Dimensional

ETFs
53.6K
+ 29.76%
$35.76 - $37.93 $1.92M - $2.03M
234K $8.83M
GOOGL
Alphabet Inc.

Communication Services
504
+ 1.56%
$174.36 - $254.72 $87.9K - $128K
32.8K $7.98M
FNDE
Schwab Fundamental Emerging Mk

ETFs
34.4K
+ 14.14%
$33.13 - $36.31 $1.14M - $1.25M
278K $10M
SHV
Ishares Tr

ETFs
16.4K
+ 38.06%
$110.06 - $110.49 $1.81M - $1.82M
59.6K $6.59M
DGRO
Ishares Core Dividend Growth E

ETFs
24K
+ 65.39%
$64.12 - $68.08 $1.54M - $1.63M
60.7K $4.13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
52
+ 0.13%
$567.77 - $614.76 $29.5K - $32K
38.8K $23.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1K
+ 0.22%
$36.04 - $38.78 $36.1K - $38.9K
466K $18M
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.4K
+ 2.51%
$24.46 - $26.5 $303K - $328K
507K $13.4M
DFAI
Dimensional ETF Tr

ETFs
20.1K
+ 6.68%
$34.05 - $36.55 $684K - $734K
321K $11.7M
AVGO
Broadcom Inc.

Technology
32
+ 0.15%
$264.74 - $369.57 $8.47K - $11.8K
21.9K $7.22M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.83K
+ 12.61%
$132.9 - $142.03 $775K - $828K
52.1K $7.34M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.59K
+ 8.16%
$97.75 - $100.75 $840K - $866K
114K $11.4M
VTI
Vanguard Total Stock Market Et

ETFs
612
+ 2.11%
$303.93 - $329.86 $186K - $202K
29.6K $9.72M
ORCL
Oracle Corp

Technology
78
+ 0.86%
$218.96 - $328.33 $17.1K - $25.6K
9.19K $2.58M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
17
+ 0.01%
$23.82 - $25.84 $405 - $439
304K $7.81M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.3K
+ 3.33%
$67.01 - $72.84 $154K - $168K
71.4K $5.17M
MSFT
Microsoft Corp

Technology
8
+ 0.03%
$491.09 - $535.64 $3.93K - $4.29K
25.7K $13.3M
VEA
Vanguard Ftse Developed Market

ETFs
229
+ 0.16%
$56.02 - $60.3 $12.8K - $13.8K
145K $8.7M
DFAT
Dimensional ETF Tr U S Target

ETFs
6.49K
+ 433.91%
$53.36 - $59.69 $346K - $387K
7.98K $464K
JNJ
Johnson & Johnson

Healthcare
429
+ 4.99%
$155.17 - $185.42 $66.6K - $79.5K
9.02K $1.67M
MUB
Ishares National Muni Bond ETF

ETFs
2.83K
+ 12.37%
$103.24 - $106.68 $292K - $302K
25.7K $2.74M
FNDX
Schwab Fundamental U S Large C

ETFs
22
+ 0.01%
$24.38 - $26.34 $536 - $579
189K $4.97M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.44K
+ 15.08%
$81.75 - $84.54 $281K - $291K
26.2K $2.21M
JPM
Jpmorgan Chase & CO

Financial Services
68
+ 0.59%
$282.78 - $316.06 $19.2K - $21.5K
11.6K $3.64M
MGV
Vanguard Mega Cap Value

ETFs
638
+ 2.32%
$129.46 - $137.85 $82.6K - $87.9K
28.1K $3.87M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
40
+ 0.16%
$108.46 - $120.63 $4.34K - $4.83K
24.9K $2.96M
IEFA
Ishares Tr

ETFs
693
+ 1.51%
$81.7 - $87.53 $56.6K - $60.7K
46.7K $4.07M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
536
+ 0.28%
$21.69 - $23.34 $11.6K - $12.5K
190K $4.43M
CAT
Caterpillar Inc

Industrials
13
+ 0.51%
$390.92 - $477.15 $5.08K - $6.2K
2.55K $1.22M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.83K
+ 25.32%
$78.11 - $79.07 $221K - $224K
14K $1.11M
HD
Home Depot, Inc.

Consumer Cyclical
126
+ 2.8%
$357.4 - $423.42 $45K - $53.4K
4.62K $1.87M
ABBV
Abb Vie Inc.

Healthcare
82
+ 1.86%
$184.85 - $231.54 $15.2K - $19K
4.49K $1.04M
CVX
Chevron Corp

Energy
754
+ 8.85%
$145.57 - $161.83 $110K - $122K
9.28K $1.44M
MGK
Vanguard Mega Cap Growth ETF

ETFs
364
+ 24.97%
$362.31 - $405.74 $132K - $148K
1.82K $733K
UNH
Unitedhealth Group Inc

Healthcare
391
+ 23.1%
$237.77 - $353.61 $93K - $138K
2.08K $719K
TMO
Thermo Fisher Scientific Inc.

Healthcare
166
+ 12.78%
$404.94 - $499.99 $67.2K - $83K
1.47K $710K
APP
App Lovin Corp

Technology
179
+ 138.76%
$335.1 - $718.54 $60K - $129K
308 $221K
RTX
Raytheon Technologies Corp

Industrials
30
+ 0.41%
$144.19 - $167.33 $4.33K - $5.02K
7.43K $1.24M
WMT
Walmart Inc.

Consumer Defensive
15
+ 0.05%
$94.4 - $104.27 $1.42K - $1.56K
29.2K $3.01M
CWB
Spdr Bloomberg Convertible Sec

ETFs
32
+ 0.17%
$82.29 - $90.77 $2.63K - $2.9K
19.3K $1.75M
MS
Morgan Stanley

Financial Services
36
+ 0.46%
$139.09 - $161.16 $5.01K - $5.8K
7.93K $1.26M
DFAX
Dimensional ETF Tr
2K
+ 4.75%
$29.25 - $31.56 $58.5K - $63.1K
44.1K $1.38M
Activity Summary
Buys All Purchases 451 New Holdings 75 Increased Positions 376 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 0 Puts 1
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