Cva Family Office, LLC Portfolio Holdings

Cva Family Office, LLC

  • $691 Million
  • Q2 2025

Cva Family Office, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $691 Million distributed in 1280 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 $61.4M, Schwab Fundamental Intl Large with a value of $39M, Vanguard Information Technolog with a value of $26.3M, Vanguard Index Fds S&P 500 ETF with a value of $22M, and Ishares Core S&P 500 ETF with a value of $21.8M.

Examining the 13F form we can see an increase of $56.8M in the current position value, from $634M to 691M.

Below you can find more details about Cva Family Office, LLC portfolio as well as his latest detailed transactions.

Portfolio value $691 Million
ETFs: $498 Million
Technology: $60.7 Million
Financial Services: $31.7 Million
Industrials: $16.1 Million
Consumer Cyclical: $16 Million
Healthcare: $16 Million
Communication Services: $15.8 Million
Consumer Defensive: $15.2 Million
Other: $20 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$61.4 Million 8.88% of portfolio
2,315,151
Q2 2025 Reduced 5.35%
$0
$39 Million 5.64% of portfolio
973,554
Q2 2025 Added 9.56%
$0
$26.3 Million 3.81% of portfolio
39,632
Q2 2025 Reduced 1.47%
$0
$22 Million 3.19% of portfolio
38,769
Q2 2025 Reduced 4.25%
$0
$21.8 Million 3.16% of portfolio
35,141
Q2 2025 Reduced 1.2%
$0
$17.9 Million 2.59% of portfolio
422,690
Q2 2025 Added 13.83%
$0
$17.4 Million 2.52% of portfolio
235,364
Q2 2025 Added 10.36%
$0
$16.7 Million 2.41% of portfolio
465,257
Q2 2025 Added 2.98%
$0
$15.2 Million 2.2% of portfolio
150,501
Q2 2025 Added 2.1%
$456B
$13 Million 1.89% of portfolio
82,510
Q2 2025 Added 16.27%
$3.95T
$12.8 Million 1.85% of portfolio
25,661
Q2 2025 Added 3.48%
$0
$12.1 Million 1.75% of portfolio
494,551
Q2 2025 Added 6.83%
$3.69T
$11.4 Million 1.65% of portfolio
55,395
Q2 2025 Added 0.64%
$0
$11.4 Million 1.65% of portfolio
200,209
Q2 2025 Reduced 7.25%
$0
$10.4 Million 1.51% of portfolio
105,264
Q2 2025 Added 13.02%
$0
$10.4 Million 1.51% of portfolio
300,779
Q2 2025 Added 3.43%
$0
$8.82 Million 1.28% of portfolio
29,013
Q2 2025 Added 2.73%
$0
$8.55 Million 1.24% of portfolio
15,497
Q2 2025 Added 2.39%
$0
$8.26 Million 1.2% of portfolio
144,956
Q2 2025 Reduced 0.28%
$0
$8.04 Million 1.16% of portfolio
243,450
Q2 2025 Added 3.24%
$0
$7.24 Million 1.05% of portfolio
303,855
Q2 2025 Added 3.04%
$0
$6.75 Million 0.98% of portfolio
27,180
Q2 2025 Added 0.02%
$621B
$6.69 Million 0.97% of portfolio
13,778
Q2 2025 Reduced 1.73%
$0
$6.41 Million 0.93% of portfolio
180,266
Q2 2025 Added 2.92%
$0
$6.32 Million 0.92% of portfolio
52,079
Q2 2025 Added 0.01%
$0
$6.16 Million 0.89% of portfolio
46,237
Q2 2025 Added 4.47%
$0
$6.18 Million 0.89% of portfolio
99,966
Q2 2025 Reduced 3.2%
$127B
$6.03 Million 0.87% of portfolio
21,861
Q2 2025 Reduced 2.23%
$0
$5.96 Million 0.86% of portfolio
119,990
Q2 2025 Reduced 11.57%
$2.26T
$5.75 Million 0.83% of portfolio
26,231
Q2 2025 Added 2.52%
$1.21T
$5.7 Million 0.82% of portfolio
32,333
Q2 2025 Added 5.03%
$0
$5.15 Million 0.75% of portfolio
56,518
Q2 2025 Reduced 6.95%
$0
$4.87 Million 0.7% of portfolio
166,666
Q2 2025 Added 8.91%
$0
$4.77 Million 0.69% of portfolio
43,201
Q2 2025 Added 28.55%
$0
$4.64 Million 0.67% of portfolio
189,006
Q2 2025 Reduced 3.59%
$0
$4.63 Million 0.67% of portfolio
69,131
Q2 2025 Reduced 26.12%
$0
$4.36 Million 0.63% of portfolio
70,351
Q2 2025 Reduced 1.31%
$0
$4.19 Million 0.61% of portfolio
189,599
Q2 2025 Added 1.05%
$1.78T
$4.03 Million 0.58% of portfolio
5,461
Q2 2025 Added 7.14%
$0
$4.02 Million 0.58% of portfolio
16,732
Q2 2025 Reduced 0.84%
$0
$3.84 Million 0.56% of portfolio
45,976
Q2 2025 Added 3.19%
$0
$3.6 Million 0.52% of portfolio
27,454
Q1 2025 Reduced 3.25%
$859B
$3.33 Million 0.48% of portfolio
11,482
Q2 2025 Reduced 1.12%
$0
$3.32 Million 0.48% of portfolio
77,480
Q1 2025 Reduced 1.0%
$0
$3.19 Million 0.46% of portfolio
29,051
Q2 2025 Reduced 0.07%
$59.7B
$3.13 Million 0.45% of portfolio
106,343
Q2 2025 Reduced 1.49%
$0
$3.11 Million 0.45% of portfolio
42,442
Q2 2025 Reduced 3.59%
$0
$3.04 Million 0.44% of portfolio
126,680
Q2 2025 Reduced 1.8%
$281B
$2.85 Million 0.41% of portfolio
29,184
Q2 2025 Added 1.24%

Summary

  • Portfolio
  • No. of Stocks 1,280
  • Current Value $691 Million
  • Prior Value $634 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 94 stocks
  • Additional Purchases 409 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 391 stocks
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