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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$279B
$3.01 Million 0.4% of portfolio
29,199
Q3 2025 Added 0.05%
$61.6B
$3.01 Million 0.4% of portfolio
106,411
Q3 2025 Added 0.06%
$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%
$593B
$2.58 Million 0.34% of portfolio
9,187
Q3 2025 Added 0.86%
$306B
$2.57 Million 0.34% of portfolio
38,761
Q3 2025 Reduced 0.41%
$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%
$512B
$2.18 Million 0.29% of portfolio
3,833
Q3 2025 Reduced 0.47%
$0
$2.21 Million 0.29% of portfolio
26,236
Q3 2025 Added 15.08%
$971B
$2.1 Million 0.28% of portfolio
2,753
Q3 2025 Reduced 1.04%
$533B
$2.06 Million 0.27% of portfolio
6,025
Q3 2025 Reduced 1.07%
$319B
$1.85 Million 0.25% of portfolio
27,041
Q3 2025 Reduced 0.41%
$367B
$1.87 Million 0.25% of portfolio
4,622
Q3 2025 Added 2.8%
$404B
$1.79 Million 0.24% of portfolio
1,937
Q3 2025 Reduced 2.57%
$490B
$1.71 Million 0.23% of portfolio
15,155
Q3 2025 Added 1.43%
$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%
$522B
$1.67 Million 0.22% of portfolio
9,018
Q3 2025 Added 4.99%
$0
$1.66 Million 0.22% of portfolio
7,948
Q3 2025 Reduced 5.91%
$0
$1.66 Million 0.22% of portfolio
56,102
Q3 2025 Added 0.8%
$0
$1.67 Million 0.22% of portfolio
53,090
Q3 2025 Added 0.12%
$346B
$1.55 Million 0.21% of portfolio
10,093
Q3 2025 Reduced 1.9%
$0
$1.49 Million 0.2% of portfolio
12,315
Q1 2023 Added 3.33%
$453B
$1.51 Million 0.2% of portfolio
2
Q1 2025 New
$303B
$1.44 Million 0.19% of portfolio
9,277
Q3 2025 Added 8.85%
$0
$1.47 Million 0.19% of portfolio
3,060
Q3 2025 Reduced 0.23%
$0
$1.4 Million 0.19% of portfolio
7,470
Q2 2025 Reduced 1.85%
$7.63B
$1.37 Million 0.18% of portfolio
24,301
Q3 2025 Added 0.05%
$237B
$1.37 Million 0.18% of portfolio
8,455
Q3 2025 Reduced 0.87%
$0
$1.38 Million 0.18% of portfolio
15,492
Q2 2025 Reduced 0.48%
$0
$1.38 Million 0.18% of portfolio
44,087
Q3 2025 Added 4.75%
$270B
$1.26 Million 0.17% of portfolio
7,932
Q3 2025 Added 0.46%
$49.1B
$1.25 Million 0.17% of portfolio
1,043
Q3 2025 Added 0.97%
$181B
$1.23 Million 0.16% of portfolio
43,670
Q3 2025 Reduced 0.21%
$258B
$1.24 Million 0.16% of portfolio
7,427
Q3 2025 Added 0.41%
$291B
$1.22 Million 0.16% of portfolio
2,551
Q3 2025 Added 0.51%
$0
$1.19 Million 0.16% of portfolio
5,562
Q3 2025 Reduced 2.25%
$0
$1.18 Million 0.16% of portfolio
6,332
Q3 2025 Reduced 3.49%
$0
$1.24 Million 0.16% of portfolio
40,045
Q3 2025 Added 0.61%
$0
$1.11 Million 0.15% of portfolio
14,004
Q3 2025 Added 25.32%
$183B
$1.04 Million 0.14% of portfolio
3,670
Q3 2025 Added 0.22%
$0
$1.02 Million 0.14% of portfolio
7,178
Q3 2025 Added 5.25%
$0
$1.05 Million 0.14% of portfolio
21,316
Q3 2025 Reduced 0.23%
$414B
$1.04 Million 0.14% of portfolio
4,494
Q3 2025 Added 1.86%
$228B
$983,000 0.13% of portfolio
7,343
Q3 2025 Reduced 4.4%

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
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