Cva Family Office, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $634 Million distributed in 1388 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 $67.5M, Schwab Fundamental Intl Large with a value of $32.4M, Vanguard Information Technolog with a value of $21.9M, Vanguard Index Fds S&P 500 ETF with a value of $20.8M, and Ishares Core S&P 500 ETF with a value of $20M.
Examining the 13F form we can see an increase of $14.5M in the current position value, from $619M to 634M.
Below you can find more details about Cva Family Office, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$634 Million
ETFs: $462 Million
Technology: $47.5 Million
Financial Services: $30.5 Million
Healthcare: $17.5 Million
Consumer Defensive: $14.9 Million
Consumer Cyclical: $14.2 Million
Industrials: $14.1 Million
Communication Services: $13.2 Million
Other: $18.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
