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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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