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
Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
Atmus Filtration Technologie
-
$0
0.0% of portfolio
-
Q1 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 28.57%
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q2 2025
Added 40.63%
-
$0
0.0% of portfolio
-
Q3 2024
Added 1.44%
-
$0
0.0% of portfolio
-
Q4 2023
New
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 62.5%
-
$0
0.0% of portfolio
-
Q4 2023
New
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q2 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q3 2024
New
Calidi Biotherapeutics Inc
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
Added 8.84%
-
$0
0.0% of portfolio
-
Q3 2025
Added 0.6%
J P Morgan Exchange Traded F
-
$0
0.0% of portfolio
-
Q3 2025
Added 6.92%
-
$0
0.0% of portfolio
-
Q3 2025
New
Vanguard Calif Tax Free Fds
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 44.91%
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
Added 21.43%
-
$0
0.0% of portfolio
-
Q3 2025
Added 0.33%
-
$0
0.0% of portfolio
-
Q3 2025
Added 481.93%
-
$0
0.0% of portfolio
-
Q2 2024
New
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 1.01%
-
$0
0.0% of portfolio
-
Q2 2024
New
-
$0
0.0% of portfolio
-
Q4 2024
New
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
Added 36.36%
-
$0
0.0% of portfolio
-
Q4 2024
New
-
$0
0.0% of portfolio
-
Q4 2024
New
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 28.99%
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 6.67%
Grayscale Bitcoin Mini Tr Et
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
Added 500.0%
-
$0
0.0% of portfolio
-
Q2 2025
Added 166.62%
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 11.31%
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 84.27%
J P Morgan Exchange Traded F
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
New