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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$59.2 Million 7.86% of portfolio
2,168,356
Q3 2025 Reduced 6.34%
$0
$44.8 Million 5.95% of portfolio
1,042,217
Q3 2025 Added 7.05%
$0
$32.1 Million 4.26% of portfolio
42,977
Q3 2025 Added 8.44%
$0
$23.8 Million 3.16% of portfolio
38,821
Q3 2025 Added 0.13%
$0
$23.7 Million 3.14% of portfolio
35,343
Q3 2025 Added 0.57%
$0
$22.1 Million 2.94% of portfolio
483,620
Q3 2025 Added 14.41%
$0
$21.8 Million 2.9% of portfolio
276,728
Q3 2025 Added 17.57%
$0
$18.7 Million 2.48% of portfolio
172,004
Q3 2025 Added 14.29%
$0
$18 Million 2.39% of portfolio
466,259
Q3 2025 Added 0.22%
$0
$13.4 Million 1.77% of portfolio
506,941
Q3 2025 Added 2.51%
$0
$11.7 Million 1.55% of portfolio
320,863
Q3 2025 Added 6.68%
$0
$11.4 Million 1.52% of portfolio
113,857
Q3 2025 Added 8.16%
$0
$10.1 Million 1.35% of portfolio
177,644
Q3 2025 Reduced 11.27%
$0
$10 Million 1.33% of portfolio
277,880
Q3 2025 Added 14.14%
$0
$9.72 Million 1.29% of portfolio
29,625
Q3 2025 Added 2.11%
$0
$9.36 Million 1.24% of portfolio
51,360
Q3 2025 Added 0.28%
$0
$8.83 Million 1.17% of portfolio
233,910
Q3 2025 Added 29.76%
$0
$8.7 Million 1.16% of portfolio
145,185
Q3 2025 Added 0.16%
$0
$7.81 Million 1.04% of portfolio
303,872
Q3 2025 Added 0.01%
$0
$7.46 Million 0.99% of portfolio
233,783
Q3 2025 Added 40.27%
$0
$7.34 Million 0.97% of portfolio
52,067
Q3 2025 Added 12.61%
$0
$6.61 Million 0.88% of portfolio
25,455
Q3 2025 Reduced 6.35%
$0
$6.59 Million 0.88% of portfolio
59,643
Q3 2025 Added 38.06%
$0
$6.63 Million 0.88% of portfolio
50,891
Q3 2025 Reduced 2.28%
$0
$6.58 Million 0.87% of portfolio
99,246
Q3 2025 Reduced 0.72%
$0
$5.84 Million 0.78% of portfolio
115,768
Q3 2025 Reduced 3.52%
$0
$5.58 Million 0.74% of portfolio
56,051
Q3 2025 Reduced 0.83%
$0
$5.17 Million 0.69% of portfolio
71,435
Q3 2025 Added 3.33%
$0
$4.97 Million 0.66% of portfolio
189,028
Q3 2025 Added 0.01%
$0
$4.48 Million 0.59% of portfolio
68,637
Q3 2025 Reduced 2.44%
$0
$4.43 Million 0.59% of portfolio
190,135
Q3 2025 Added 0.28%
$0
$4.24 Million 0.56% of portfolio
16,542
Q3 2025 Reduced 1.14%
$0
$4.13 Million 0.55% of portfolio
60,730
Q3 2025 Added 65.39%
$0
$4.07 Million 0.54% of portfolio
46,669
Q3 2025 Added 1.51%
$0
$3.87 Million 0.51% of portfolio
28,092
Q3 2025 Added 2.32%
$0
$3.57 Million 0.47% of portfolio
77,480
Q1 2025 Reduced 1.0%
$0
$3.37 Million 0.45% of portfolio
42,436
Q3 2025 Reduced 0.01%
$0
$3.22 Million 0.43% of portfolio
29,158
Q3 2025 Added 0.37%
$0
$3.23 Million 0.43% of portfolio
125,537
Q3 2025 Reduced 0.9%
$0
$2.96 Million 0.39% of portfolio
24,892
Q3 2025 Added 0.16%
$0
$2.74 Million 0.36% of portfolio
25,715
Q3 2025 Added 12.37%
$0
$2.41 Million 0.32% of portfolio
102,782
Q3 2025 Added 4.33%
$0
$2.34 Million 0.31% of portfolio
53,432
Q3 2025 Reduced 0.3%
$0
$2.21 Million 0.29% of portfolio
26,236
Q3 2025 Added 15.08%
$0
$1.75 Million 0.23% of portfolio
19,323
Q3 2025 Added 0.17%
$0
$1.75 Million 0.23% of portfolio
21,890
Q3 2025 Added 1.0%
$0
$1.77 Million 0.23% of portfolio
20,855
Q3 2025 Added 1.71%
$0
$1.75 Million 0.23% of portfolio
36,771
Q3 2025 Reduced 8.27%
$0
$1.65 Million 0.22% of portfolio
4,348
Q2 2025 Added 8.7%

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
Track This Portfolio

Track Cva Family Office, LLC Portfolio

Follow Cva Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cva Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cva Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email