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
$0
$59.2 Million 7.86% of portfolio
2,168,356
Q3 2025 Reduced 6.34%
$0
$44.8 Million 5.95% of portfolio
1,042,217
Q3 2025 Added 7.05%
$0
$32.1 Million 4.26% of portfolio
42,977
Q3 2025 Added 8.44%
$0
$23.8 Million 3.16% of portfolio
38,821
Q3 2025 Added 0.13%
$0
$23.7 Million 3.14% of portfolio
35,343
Q3 2025 Added 0.57%
$0
$22.1 Million 2.94% of portfolio
483,620
Q3 2025 Added 14.41%
$0
$21.8 Million 2.9% of portfolio
276,728
Q3 2025 Added 17.57%
$0
$18.7 Million 2.48% of portfolio
172,004
Q3 2025 Added 14.29%
$0
$18 Million 2.39% of portfolio
466,259
Q3 2025 Added 0.22%
$4.3T
$14.2 Million 1.89% of portfolio
55,751
Q3 2025 Added 0.64%
$3.78T
$13.3 Million 1.77% of portfolio
25,669
Q3 2025 Added 0.03%
$0
$13.4 Million 1.77% of portfolio
506,941
Q3 2025 Added 2.51%
$465B
$11.7 Million 1.55% of portfolio
62,607
Q3 2025 Reduced 24.12%
$0
$11.7 Million 1.55% of portfolio
320,863
Q3 2025 Added 6.68%
$0
$11.4 Million 1.52% of portfolio
113,857
Q3 2025 Added 8.16%
$0
$10.1 Million 1.35% of portfolio
177,644
Q3 2025 Reduced 11.27%
$0
$9.72 Million 1.29% of portfolio
29,625
Q3 2025 Added 2.11%
$0
$9.36 Million 1.24% of portfolio
51,360
Q3 2025 Added 0.28%
$0
$9.28 Million 1.23% of portfolio
15,465
Q3 2025 Reduced 0.21%
$0
$8.83 Million 1.17% of portfolio
233,910
Q3 2025 Added 29.76%
$0
$8.7 Million 1.16% of portfolio
145,185
Q3 2025 Added 0.16%
$1.65T
$7.98 Million 1.06% of portfolio
32,837
Q3 2025 Added 1.56%
$0
$7.81 Million 1.04% of portfolio
303,872
Q3 2025 Added 0.01%
$0
$7.46 Million 0.99% of portfolio
233,783
Q3 2025 Added 40.27%
$0
$7.34 Million 0.97% of portfolio
52,067
Q3 2025 Added 12.61%
$139B
$7.22 Million 0.96% of portfolio
21,893
Q3 2025 Added 0.15%
$662B
$6.83 Million 0.91% of portfolio
13,581
Q3 2025 Reduced 1.43%
$0
$6.61 Million 0.88% of portfolio
25,455
Q3 2025 Reduced 6.35%
$0
$6.59 Million 0.88% of portfolio
59,643
Q3 2025 Added 38.06%
$0
$6.63 Million 0.88% of portfolio
50,891
Q3 2025 Reduced 2.28%
$0
$6.58 Million 0.87% of portfolio
99,246
Q3 2025 Reduced 0.72%
$0
$5.84 Million 0.78% of portfolio
115,768
Q3 2025 Reduced 3.52%
$2.39T
$5.81 Million 0.77% of portfolio
26,459
Q3 2025 Added 0.87%
$0
$5.58 Million 0.74% of portfolio
56,051
Q3 2025 Reduced 0.83%
$0
$5.17 Million 0.69% of portfolio
71,435
Q3 2025 Added 3.33%
$0
$4.97 Million 0.66% of portfolio
189,028
Q3 2025 Added 0.01%
$0
$4.48 Million 0.59% of portfolio
68,637
Q3 2025 Reduced 2.44%
$0
$4.43 Million 0.59% of portfolio
190,135
Q3 2025 Added 0.28%
$0
$4.24 Million 0.56% of portfolio
16,542
Q3 2025 Reduced 1.14%
$0
$4.13 Million 0.55% of portfolio
60,730
Q3 2025 Added 65.39%
$1.37T
$4.04 Million 0.54% of portfolio
5,507
Q3 2025 Added 0.84%
$0
$4.07 Million 0.54% of portfolio
46,669
Q3 2025 Added 1.51%
$0
$3.87 Million 0.51% of portfolio
28,092
Q3 2025 Added 2.32%
$881B
$3.64 Million 0.48% of portfolio
11,550
Q3 2025 Added 0.59%
$1.29T
$3.65 Million 0.48% of portfolio
8,202
Q3 2025 Reduced 2.38%
$0
$3.57 Million 0.47% of portfolio
77,480
Q1 2025 Reduced 1.0%
$0
$3.37 Million 0.45% of portfolio
42,436
Q3 2025 Reduced 0.01%
$0
$3.22 Million 0.43% of portfolio
29,158
Q3 2025 Added 0.37%
$0
$3.23 Million 0.43% of portfolio
125,537
Q3 2025 Reduced 0.9%

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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