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
$55.9B
$780,000 0.1% of portfolio
818
Q3 2025 Reduced 6.3%
$53.8B
$738,000 0.1% of portfolio
3,142
Q3 2025 Reduced 0.35%
$342B
$728,000 0.1% of portfolio
3,996
Q3 2025 Reduced 0.6%
$104B
$646,000 0.09% of portfolio
9,782
Q3 2025 Reduced 4.08%
$266B
$664,000 0.09% of portfolio
2,356
Q3 2025 Reduced 1.67%
$204B
$662,000 0.09% of portfolio
4,715
Q3 2025 Added 13.04%
$136B
$702,000 0.09% of portfolio
2,974
Q3 2025 Reduced 0.97%
$283B
$710,000 0.09% of portfolio
5,542
Q1 2025 Reduced 3.15%
$91.4B
$666,000 0.09% of portfolio
4,296
Q3 2025 Added 0.4%
$120B
$686,000 0.09% of portfolio
21,853
Q3 2025 Reduced 2.52%
$140B
$654,000 0.09% of portfolio
1,749
Q3 2025 Added 0.52%
$222B
$710,000 0.09% of portfolio
1,465
Q3 2025 Added 12.78%
$96.4B
$639,000 0.08% of portfolio
5,170
Q3 2025 Added 0.39%
$5.57B
$603,000 0.08% of portfolio
37,464
Q2 2025 Added 0.02%
$1.74T
$610,000 0.08% of portfolio
2,508
Q2 2025 Reduced 9.29%
$388B
$544,000 0.07% of portfolio
3,364
Q3 2025 Added 6.12%
$136B
$501,000 0.07% of portfolio
1,356
Q3 2025 Added 0.07%
$172B
$509,000 0.07% of portfolio
11,599
Q3 2025 Reduced 0.99%
$160B
$559,000 0.07% of portfolio
2,824
Q3 2025 Reduced 18.78%
$224B
$557,000 0.07% of portfolio
1,836
Q3 2025 Reduced 0.54%
$76.2B
$491,000 0.07% of portfolio
7,875
Q3 2025 Reduced 0.86%
$317B
$540,000 0.07% of portfolio
6,444
Q3 2025 Added 0.91%
$85.9B
$495,000 0.07% of portfolio
2,245
Q3 2025 Added 3.08%
$113B
$537,000 0.07% of portfolio
5,685
Q3 2025 Added 3.85%
$49.5B
$556,000 0.07% of portfolio
3,282
Q3 2025 Added 0.46%
$73.2B
$514,000 0.07% of portfolio
120
Q2 2025 Added 0.84%
$169B
$564,000 0.07% of portfolio
613
Q3 2025 Added 1.66%
$151B
$455,000 0.06% of portfolio
1,290
Q3 2025 Reduced 0.15%
$193B
$415,000 0.06% of portfolio
3,628
Q3 2025 Reduced 0.71%
$140B
$441,000 0.06% of portfolio
1,757
Q3 2025 Added 3.47%
$413B
$473,000 0.06% of portfolio
9,187
Q3 2025 Added 5.51%
$197B
$444,000 0.06% of portfolio
2,169
Q3 2025 Reduced 0.28%
$77.2B
$470,000 0.06% of portfolio
2,214
Q3 2025 Added 0.68%
$103B
$418,000 0.06% of portfolio
5,553
Q3 2025 Reduced 3.53%
$170B
$450,000 0.06% of portfolio
3,116
Q3 2025 Reduced 3.44%
$182B
$435,000 0.06% of portfolio
637
Q3 2025 Added 0.16%
$255B
$434,000 0.06% of portfolio
1,307
Q3 2025 Added 8.65%
$28.1B
$425,000 0.06% of portfolio
8,448
Q3 2025 Added 13.99%
$161B
$433,000 0.06% of portfolio
402
Q2 2025 Reduced 6.07%
$405B
$453,000 0.06% of portfolio
468
Q2 2025 Reduced 0.43%
$20.2B
$439,000 0.06% of portfolio
1,650
Q4 2022 New
$181B
$436,000 0.06% of portfolio
4,457
Q3 2025 Added 2.98%
$99.5B
$404,000 0.05% of portfolio
8,959
Q3 2025 Added 2.55%
$97.3B
$346,000 0.05% of portfolio
4,097
Q3 2025 Reduced 2.68%
$150B
$351,000 0.05% of portfolio
5,922
Q3 2025 Added 0.32%
$96.9B
$349,000 0.05% of portfolio
829
Q3 2025 Reduced 0.48%
$159B
$389,000 0.05% of portfolio
800
Q3 2025 Reduced 0.12%
$82.8B
$362,000 0.05% of portfolio
1,257
Q3 2025 Reduced 13.01%
$10.5B
$373,000 0.05% of portfolio
3,021
Q3 2025 Added 0.13%

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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