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 Market Cap. of $10 Billions to $200 Billions
