Cva Family Office, LLC Portfolio Holdings

Cva Family Office, LLC

  • $828 Million
  • Q4 2025

Cva Family Office, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $828 Million distributed in 1290 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 $54.3M, Schwab Fundamental Intl Large with a value of $53.5M, Vanguard Information Technolog with a value of $37.7M, Dimensional ETF Tr with a value of $29.9M, and American Centy ETF Tr Avantis with a value of $28.7M.

Examining the 13F form we can see an increase of $75.2M in the current position value, from $753M to 828M.

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

Portfolio value $828 Million
ETFs: $622 Million
Technology: $70.4 Million
Financial Services: $32.5 Million
Communication Services: $19.5 Million
Healthcare: $18.2 Million
Consumer Cyclical: $17.1 Million
Industrials: $15.8 Million
Consumer Defensive: $13.5 Million
Other: $17.4 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.3 Million 6.56% of portfolio
1,995,005
Q4 2025 Reduced 7.99%
$0
$53.5 Million 6.46% of portfolio
1,195,046
Q4 2025 Added 14.66%
$0
$37.7 Million 4.56% of portfolio
49,914
Q4 2025 Added 16.14%
$0
$29.9 Million 3.61% of portfolio
650,317
Q4 2025 Added 34.47%
$0
$28.7 Million 3.46% of portfolio
357,058
Q4 2025 Added 29.03%
$0
$28.5 Million 3.44% of portfolio
261,060
Q4 2025 Added 51.78%
$0
$27 Million 3.26% of portfolio
43,760
Q4 2025 Added 12.72%
$0
$24 Million 2.9% of portfolio
35,508
Q4 2025 Added 0.47%
$0
$19.6 Million 2.37% of portfolio
521,487
Q4 2025 Added 122.94%
$0
$18.1 Million 2.19% of portfolio
468,583
Q4 2025 Added 0.5%
$0
$14 Million 1.69% of portfolio
374,098
Q4 2025 Added 34.63%
$0
$13.9 Million 1.68% of portfolio
139,233
Q4 2025 Added 22.29%
$0
$13.4 Million 1.62% of portfolio
506,723
Q4 2025 Reduced 0.04%
$0
$13 Million 1.57% of portfolio
403,007
Q4 2025 Added 72.39%
$0
$12.3 Million 1.49% of portfolio
331,751
Q4 2025 Added 3.39%
$0
$11.1 Million 1.34% of portfolio
18,410
Q4 2025 Added 19.04%
$0
$9.92 Million 1.2% of portfolio
174,805
Q4 2025 Reduced 1.6%
$0
$9.36 Million 1.13% of portfolio
51,364
Q4 2025 Added 0.01%
$0
$9.02 Million 1.09% of portfolio
147,131
Q4 2025 Added 1.34%
$0
$8.44 Million 1.02% of portfolio
76,570
Q4 2025 Added 28.38%
$0
$7.95 Million 0.96% of portfolio
116,205
Q4 2025 Added 91.35%
$0
$7.76 Million 0.94% of portfolio
300,632
Q4 2025 Reduced 1.07%
$0
$7.68 Million 0.93% of portfolio
54,497
Q4 2025 Added 4.67%
$0
$7.17 Million 0.87% of portfolio
25,373
Q4 2025 Reduced 0.32%
$0
$7.02 Million 0.85% of portfolio
101,073
Q4 2025 Added 1.84%
$0
$6.61 Million 0.8% of portfolio
50,838
Q4 2025 Reduced 0.1%
$0
$6.25 Million 0.75% of portfolio
123,511
Q4 2025 Added 6.69%
$0
$5.87 Million 0.71% of portfolio
80,501
Q4 2025 Added 12.69%
$0
$5.29 Million 0.64% of portfolio
54,232
Q4 2025 Reduced 3.25%
$0
$5.02 Million 0.61% of portfolio
189,064
Q4 2025 Added 0.02%
$0
$4.52 Million 0.55% of portfolio
188,712
Q4 2025 Reduced 0.75%
$0
$4.34 Million 0.52% of portfolio
67,635
Q4 2025 Reduced 1.46%
$0
$4.2 Million 0.51% of portfolio
87,750
Q4 2025 Added 13.26%
$0
$4.17 Million 0.5% of portfolio
46,949
Q4 2025 Added 0.6%
$0
$3.9 Million 0.47% of portfolio
28,166
Q4 2025 Added 0.26%
$0
$3.93 Million 0.47% of portfolio
15,963
Q4 2025 Reduced 3.5%
$0
$3.37 Million 0.41% of portfolio
42,428
Q4 2025 Reduced 0.02%
$0
$3.22 Million 0.39% of portfolio
124,287
Q4 2025 Reduced 1.0%
$0
$2.81 Million 0.34% of portfolio
24,042
Q4 2025 Reduced 3.41%
$0
$2.84 Million 0.34% of portfolio
26,573
Q4 2025 Added 3.34%
$0
$2.72 Million 0.33% of portfolio
116,262
Q4 2025 Added 13.12%
$0
$2.62 Million 0.32% of portfolio
23,757
Q4 2025 Reduced 18.52%
$0
$2.41 Million 0.29% of portfolio
28,812
Q4 2025 Added 9.82%
$0
$2.37 Million 0.29% of portfolio
53,211
Q4 2025 Reduced 0.41%
$0
$1.8 Million 0.22% of portfolio
20,881
Q4 2025 Added 0.12%
$0
$1.7 Million 0.21% of portfolio
19,255
Q4 2025 Reduced 0.35%
$0
$1.73 Million 0.21% of portfolio
36,771
Q3 2025 Reduced 8.27%
$0
$1.75 Million 0.21% of portfolio
53,810
Q4 2025 Added 1.36%
$0
$1.65 Million 0.2% of portfolio
4,348
Q2 2025 Added 8.7%

Summary

  • Portfolio
  • No. of Stocks 1,290
  • Current Value $828 Million
  • Prior Value $753 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 97 stocks
  • Additional Purchases 356 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 336 stocks
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