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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,388
  • Current Value $634 Million
  • Prior Value $619 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 206 stocks
  • Additional Purchases 519 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 271 stocks
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