Cva Family Office, LLC Portfolio Holdings

Cva Family Office, LLC

  • $753 Million
  • Q3 2025

Cva Family Office, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $753 Million distributed in 1299 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $59.2M, Schwab Fundamental Intl Large with a value of $44.8M, Vanguard Information Technolog with a value of $32.1M, Vanguard Index Fds S&P 500 ETF with a value of $23.8M, and Ishares Core S&P 500 ETF with a value of $23.7M.

Examining the 13F form we can see an increase of $62.2M in the current position value, from $691M to 753M.

Below you can find more details about Cva Family Office, LLC portfolio as well as his latest detailed transactions.

Portfolio value $753 Million
ETFs: $549 Million
Technology: $64.9 Million
Financial Services: $33 Million
Communication Services: $18 Million
Consumer Cyclical: $17.7 Million
Healthcare: $16.8 Million
Industrials: $16.6 Million
Consumer Defensive: $14.9 Million
Other: $20.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$14.2 Million 1.89% of portfolio
55,751
Q3 2025 Added 0.64%
$3.78T
$13.3 Million 1.77% of portfolio
25,669
Q3 2025 Added 0.03%
$465B
$11.7 Million 1.55% of portfolio
62,607
Q3 2025 Reduced 24.12%
$1.65T
$7.98 Million 1.06% of portfolio
32,837
Q3 2025 Added 1.56%
$139B
$7.22 Million 0.96% of portfolio
21,893
Q3 2025 Added 0.15%
$662B
$6.83 Million 0.91% of portfolio
13,581
Q3 2025 Reduced 1.43%
$2.39T
$5.81 Million 0.77% of portfolio
26,459
Q3 2025 Added 0.87%
$1.37T
$4.04 Million 0.54% of portfolio
5,507
Q3 2025 Added 0.84%
$881B
$3.64 Million 0.48% of portfolio
11,550
Q3 2025 Added 0.59%
$1.29T
$3.65 Million 0.48% of portfolio
8,202
Q3 2025 Reduced 2.38%
$279B
$3.01 Million 0.4% of portfolio
29,199
Q3 2025 Added 0.05%
$61.6B
$3.01 Million 0.4% of portfolio
106,411
Q3 2025 Added 0.06%
$593B
$2.58 Million 0.34% of portfolio
9,187
Q3 2025 Added 0.86%
$306B
$2.57 Million 0.34% of portfolio
38,761
Q3 2025 Reduced 0.41%
$512B
$2.18 Million 0.29% of portfolio
3,833
Q3 2025 Reduced 0.47%
$971B
$2.1 Million 0.28% of portfolio
2,753
Q3 2025 Reduced 1.04%
$319B
$1.85 Million 0.25% of portfolio
27,041
Q3 2025 Reduced 0.41%
$367B
$1.87 Million 0.25% of portfolio
4,622
Q3 2025 Added 2.8%
$404B
$1.79 Million 0.24% of portfolio
1,937
Q3 2025 Reduced 2.57%
$490B
$1.71 Million 0.23% of portfolio
15,155
Q3 2025 Added 1.43%
$52.5B
$1.74 Million 0.23% of portfolio
101,353
Q3 2025 Added 1.35%
$522B
$1.67 Million 0.22% of portfolio
9,018
Q3 2025 Added 4.99%
$346B
$1.55 Million 0.21% of portfolio
10,093
Q3 2025 Reduced 1.9%
$453B
$1.51 Million 0.2% of portfolio
2
Q1 2025 New
$303B
$1.44 Million 0.19% of portfolio
9,277
Q3 2025 Added 8.85%
$7.63B
$1.37 Million 0.18% of portfolio
24,301
Q3 2025 Added 0.05%
$237B
$1.37 Million 0.18% of portfolio
8,455
Q3 2025 Reduced 0.87%
$270B
$1.26 Million 0.17% of portfolio
7,932
Q3 2025 Added 0.46%
$49.1B
$1.25 Million 0.17% of portfolio
1,043
Q3 2025 Added 0.97%
$181B
$1.23 Million 0.16% of portfolio
43,670
Q3 2025 Reduced 0.21%
$258B
$1.24 Million 0.16% of portfolio
7,427
Q3 2025 Added 0.41%
$291B
$1.22 Million 0.16% of portfolio
2,551
Q3 2025 Added 0.51%
$183B
$1.04 Million 0.14% of portfolio
3,670
Q3 2025 Added 0.22%
$414B
$1.04 Million 0.14% of portfolio
4,494
Q3 2025 Added 1.86%
$228B
$983,000 0.13% of portfolio
7,343
Q3 2025 Reduced 4.4%
$128B
$1 Million 0.13% of portfolio
10,515
Q3 2025 Added 0.87%
$1.46T
$923,000 0.12% of portfolio
3,305
Q3 2025 Reduced 2.94%
$265B
$903,000 0.12% of portfolio
1,134
Q3 2025 Added 0.8%
$168B
$901,000 0.12% of portfolio
11,947
Q3 2025 Reduced 1.36%
$99.7B
$869,000 0.12% of portfolio
4,509
Q3 2025 Reduced 0.13%
$10.4B
$878,000 0.12% of portfolio
10,245
Q3 2025 Reduced 0.17%
$1.06B
$930,000 0.12% of portfolio
268,079
Q3 2025 Reduced 49.33%
$235B
$820,000 0.11% of portfolio
9,779
Q3 2025 Added 3.21%
$190B
$752,000 0.1% of portfolio
7,411
Q3 2025 Added 1.08%
$123B
$753,000 0.1% of portfolio
1,509
Q3 2025 Reduced 4.61%
$167B
$742,000 0.1% of portfolio
7,775
Q3 2025 Added 0.01%
$328B
$719,000 0.1% of portfolio
2,391
Q3 2025 Added 0.38%
$300B
$719,000 0.1% of portfolio
2,084
Q3 2025 Added 23.1%
$94.5B
$776,000 0.1% of portfolio
2,276
Q3 2025 Added 0.89%

Summary

  • Portfolio
  • No. of Stocks 1,299
  • Current Value $753 Million
  • Prior Value $691 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 75 stocks
  • Additional Purchases 376 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 272 stocks
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