Cva Family Office, LLC Reduced Holdings in Q2 2025

Cva Family Office, LLC

  • $691 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-131K
- 5.35%
$24.32 - $27.87 $3.18M - $3.64M
2.32M $61.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-24.4K
- 26.12%
$53.65 - $67.02 $1.31M - $1.64M
69.1K $4.63M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-15.7K
- 7.25%
$51.14 - $57.0 $800K - $892K
200K $11.4M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-15.7K
- 11.57%
$48.46 - $50.2 $761K - $788K
120K $5.96M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-243
- 1.73%
$483.48 - $539.8 $117K - $131K
13.8K $6.69M
UNH
Unitedhealth Group Inc

Healthcare
-769
- 31.23%
$274.35 - $599.47 $211K - $461K
1.69K $528K
NEAR
Blackrock Short Maturity Bond

ETFs
-9.92K
- 89.87%
$50.41 - $51.17 $500K - $507K
1.12K $57K
CVX
Chevron Corp

Energy
-973
- 10.25%
$133.73 - $168.51 $130K - $164K
8.52K $1.22M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-5.91K
- 60.93%
$52.31 - $63.72 $309K - $377K
3.79K $241K
XOM
Exxon Mobil Corp

Energy
-776
- 4.94%
$99.93 - $119.04 $77.5K - $92.4K
14.9K $1.61M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.11K
- 33.37%
$48.13 - $49.85 $246K - $255K
10.2K $500K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-231
- 15.1%
$390.26 - $489.06 $90.2K - $113K
1.3K $526K
MRK
Merck & Co., Inc.

Healthcare
-1.48K
- 13.5%
$73.47 - $87.12 $109K - $129K
9.48K $750K
LLY
Eli Lilly & CO

Healthcare
-123
- 4.23%
$713.71 - $898.95 $87.8K - $111K
2.78K $2.17M
HYGV
Flexshares Tr High Yield Value

ETFs
-4.34K
- 66.15%
$38.45 - $41.03 $167K - $178K
2.22K $91K
BMY
Bristol Myers Squibb CO

Healthcare
-733
- 7.74%
$44.12 - $59.6 $32.3K - $43.7K
8.74K $404K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-10.3K
- 15.6%
$22.92 - $28.05 $236K - $288K
55.7K $1.56M
AVUV
American Centy ETF Tr Avantis

ETFs
-4.22K
- 6.95%
$75.17 - $91.21 $317K - $385K
56.5K $5.15M
AMGN
Amgen Inc

Healthcare
-78
- 2.09%
$262.28 - $309.85 $20.5K - $24.2K
3.66K $1.02M
PEP
Pepsico Inc

Consumer Defensive
-439
- 9.52%
$128.02 - $151.37 $56.2K - $66.5K
4.17K $550K
PG
Procter & Gamble CO

Consumer Defensive
-107
- 1.03%
$157.66 - $172.39 $16.9K - $18.4K
10.3K $1.64M
JNJ
Johnson & Johnson

Healthcare
-21
- 0.24%
$146.36 - $159.82 $3.07K - $3.36K
8.59K $1.31M
ABBV
Abb Vie Inc.

Healthcare
-36
- 0.81%
$170.16 - $206.27 $6.13K - $7.43K
4.41K $818K
COP
Conocophillips

Energy
-257
- 4.48%
$82.66 - $106.1 $21.2K - $27.3K
5.47K $491K
GIS
General Mills Inc

Consumer Defensive
-803
- 9.78%
$50.37 - $60.97 $40.4K - $49K
7.41K $383K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.81K
- 20.78%
$75.29 - $91.16 $136K - $165K
6.9K $621K
ACN
Accenture PLC

Technology
-181
- 8.16%
$279.23 - $323.21 $50.5K - $58.5K
2.04K $608K
TXN
Texas Instruments Inc

Technology
-397
- 29.6%
N/A
944 $183K
MDT
Medtronic PLC

Healthcare
-486
- 4.45%
$80.68 - $88.86 $39.2K - $43.2K
10.4K $908K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-244
- 85.92%
$225.56 - $335.19 $55K - $81.8K
40 $9K
XLE
Energy Sector Spdr

ETFs
-675
- 40.52%
$76.44 - $94.13 $51.6K - $63.5K
991 $84K
PLD
Prologis, Inc.

Real Estate
-504
- 29.82%
$89.76 - $112.34 $45.2K - $56.6K
1.19K $124K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-79
- 0.37%
$44.37 - $50.04 $3.51K - $3.95K
21.4K $1.02M
EOG
Eog Resources Inc

Energy
-400
- 40.53%
$104.61 - $129.97 $41.8K - $52K
587 $70K
UNP
Union Pacific Corp

Industrials
-154
- 4.88%
$208.27 - $238.46 $32.1K - $36.7K
3K $690K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-2.04K
- 87.72%
$21.02 - $26.3 $42.8K - $53.5K
285 $6K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-1.73K
- 4.17%
$30.29 - $30.83 $52.5K - $53.4K
39.8K $1.23M
CMCSA
Comcast Corp

Communication Services
-640
- 2.78%
$32.84 - $36.72 $21K - $23.5K
22.4K $800K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-4.31K
- 97.82%
$10.59 - $11.48 $45.6K - $49.4K
96 $1K
VZ
Verizon Communications Inc

Communication Services
-444
- 3.65%
$41.67 - $45.62 $18.5K - $20.3K
11.7K $506K
ADI
Analog Devices Inc

Technology
-249
- 63.2%
$164.6 - $238.02 $41K - $59.3K
145 $34K
GRMN
Garmin LTD

Technology
-193
- 55.94%
$173.63 - $218.07 $33.5K - $42.1K
152 $31K
TPL
Texas Pacific Land Corp

Energy
-9
- 7.83%
$1036.28 - $1430.55 $9.33K - $12.9K
106 $111K
KHC
Kraft Heinz CO

Consumer Defensive
-853
- 19.98%
$25.61 - $30.81 $21.8K - $26.3K
3.42K $88K
ADBE
Adobe Inc.

Technology
-113
- 8.04%
$340.0 - $420.68 $38.4K - $47.5K
1.29K $499K
NUE
Nucor Corp

Basic Materials
-342
- 45.66%
$103.22 - $131.43 $35.3K - $44.9K
407 $52K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-45
- 10.54%
$421.16 - $509.5 $19K - $22.9K
382 $170K
AES
Aes Corp

Utilities
-2.85K
- 87.72%
$9.63 - $12.55 $27.5K - $35.8K
399 $4K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.95K
- 1.94%
$22.68 - $23.28 $44.3K - $45.5K
98.5K $2.29M
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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