Cva Family Office, LLC Incresed Positions in Q2 2025

Cva Family Office, LLC

  • $691 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
85K
+ 9.56%
$32.25 - $40.02 $2.74M - $3.4M
974K $39M
NVDA
Nvidia Corp

Technology
11.5K
+ 16.27%
$94.31 - $157.99 $1.09M - $1.82M
82.5K $13M
DFAU
Dimensional ETF Tr

ETFs
51.4K
+ 13.83%
$34.04 - $42.36 $1.75M - $2.18M
423K $17.9M
MSFT
Microsoft Corp

Technology
864
+ 3.48%
$354.56 - $497.45 $306K - $430K
25.7K $12.8M
AVDE
American Centy ETF Tr Avantis

ETFs
22.1K
+ 10.36%
$59.32 - $74.36 $1.31M - $1.64M
235K $17.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
31.6K
+ 6.83%
$19.6 - $24.44 $620K - $773K
495K $12.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
13.5K
+ 2.98%
$29.12 - $35.84 $392K - $482K
465K $16.7M
AVUS
American Centy ETF Tr Avantis

ETFs
3.09K
+ 2.1%
$81.38 - $100.82 $251K - $312K
151K $15.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
362
+ 2.39%
$416.06 - $551.64 $151K - $200K
15.5K $8.55M
DFAI
Dimensional ETF Tr

ETFs
9.98K
+ 3.43%
$28.02 - $34.71 $279K - $346K
301K $10.4M
VTI
Vanguard Total Stock Market Et

ETFs
772
+ 2.73%
$243.75 - $303.93 $188K - $235K
29K $8.82M
META
Meta Platforms, Inc.

Communication Services
364
+ 7.14%
$484.66 - $738.09 $176K - $269K
5.46K $4.03M
SHV
Ishares Tr

ETFs
9.59K
+ 28.55%
$110.06 - $110.46 $1.06M - $1.06M
43.2K $4.77M
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.6K
+ 8.91%
$22.27 - $29.21 $304K - $398K
167K $4.87M
GOOGL
Alphabet Inc.

Communication Services
1.55K
+ 5.03%
$144.7 - $178.6 $224K - $277K
32.3K $5.7M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.97K
+ 3.04%
$19.1 - $23.83 $171K - $214K
304K $7.24M
MUB
Ishares National Muni Bond ETF

ETFs
8.77K
+ 62.17%
$102.31 - $105.8 $898K - $928K
22.9K $2.39M
AMZN
Amazon Com Inc

Consumer Cyclical
644
+ 2.52%
$167.32 - $223.3 $108K - $144K
26.2K $5.75M
DGRO
Ishares Core Dividend Growth E

ETFs
11.7K
+ 46.62%
$55.22 - $63.94 $645K - $747K
36.7K $2.35M
FNDE
Schwab Fundamental Emerging Mk

ETFs
7.65K
+ 3.24%
$26.66 - $33.09 $204K - $253K
243K $8.04M
TSLA
Tesla, Inc.

Consumer Cyclical
1.03K
+ 13.93%
$221.86 - $362.89 $228K - $373K
8.4K $2.67M
ORCL
Oracle Corp

Technology
61
+ 0.67%
$122.82 - $218.63 $7.49K - $13.3K
9.11K $1.99M
DFSV
Dimensional ETF Tr Dimensional

ETFs
23.5K
+ 2238.26%
$24.21 - $29.47 $568K - $691K
24.5K $721K
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.11K
+ 2.92%
$29.36 - $35.56 $150K - $182K
180K $6.41M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
5
+ 0.01%
$97.68 - $121.38 $488 - $607
52.1K $6.32M
VIG
Vanguard Dividend Appreciation

ETFs
2.96K
+ 6.12%
N/A
51.2K $9.33M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.98K
+ 4.47%
$114.78 - $133.31 $227K - $264K
46.2K $6.16M
IEFA
Ishares Tr

ETFs
1.42K
+ 3.19%
$67.83 - $84.09 $96.5K - $120K
46K $3.84M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.98K
+ 1.05%
$17.76 - $22.1 $35.1K - $43.6K
190K $4.19M
WMT
Walmart Inc.

Consumer Defensive
357
+ 1.24%
$81.79 - $99.98 $29.2K - $35.7K
29.2K $2.85M
PLTR
Palantir Technologies Inc.

Technology
862
+ 27.3%
$74.01 - $144.25 $63.8K - $124K
4.02K $548K
IWV
Ishares Russell 3000 ETF

ETFs
348
+ 8.7%
$281.67 - $351.0 $98K - $122K
4.35K $1.53M
MS
Morgan Stanley

Financial Services
400
+ 5.34%
$99.83 - $140.86 $39.9K - $56.3K
7.9K $1.11M
PM
Philip Morris International Inc.

Consumer Defensive
161
+ 1.92%
$149.23 - $184.95 $24K - $29.8K
8.53K $1.55M
COF
Capital One Financial Corp

Financial Services
753
+ 52.07%
$150.57 - $212.76 $113K - $160K
2.2K $467K
PFE
Pfizer Inc

Healthcare
7.33K
+ 141.58%
$21.59 - $24.84 $158K - $182K
12.5K $303K
DFAX
Dimensional ETF Tr
1.34K
+ 3.29%
$23.37 - $29.39 $31.3K - $39.4K
42.1K $1.24M
ETN
Eaton Corp PLC

Industrials
38
+ 2.23%
$246.52 - $356.99 $9.37K - $13.6K
1.74K $621K
NOW
Service Now, Inc.

Technology
18
+ 3.08%
$721.65 - $1040.18 $13K - $18.7K
603 $619K
UBER
Uber Technologies, Inc

Technology
759
+ 21.27%
$64.62 - $93.3 $49K - $70.8K
4.33K $403K
XLK
Technology Sector Spdr

ETFs
366
+ 45.98%
$179.73 - $253.23 $65.8K - $92.7K
1.16K $294K
URI
United Rentals, Inc.

Industrials
28
+ 3.31%
$551.94 - $753.4 $15.5K - $21.1K
873 $657K
INTU
Intuit Inc

Technology
21
+ 3.41%
$544.07 - $787.63 $11.4K - $16.5K
636 $500K
MPC
Marathon Petroleum Corp

Energy
203
+ 4.71%
$118.55 - $170.08 $24.1K - $34.5K
4.52K $749K
SCHW
Schwab Charles Corp

Financial Services
216
+ 2.86%
$69.06 - $91.24 $14.9K - $19.7K
7.77K $709K
RTX
Raytheon Technologies Corp

Industrials
107
+ 1.47%
$113.75 - $148.48 $12.2K - $15.9K
7.4K $1.08M
APH
Amphenol Corp

Technology
362
+ 15.39%
$59.09 - $98.75 $21.4K - $35.7K
2.71K $268K
MGK
Vanguard Mega Cap Growth ETF

ETFs
95
+ 6.97%
$273.67 - $366.17 $26K - $34.8K
1.46K $533K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.03K
+ 4.71%
$79.56 - $82.92 $81.5K - $85K
22.8K $1.89M
Activity Summary
Buys All Purchases 503 New Holdings 94 Increased Positions 409 Sells All Sells 391 Reductions 391 Sold out 0 Options Calls 0 Puts 0
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