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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$3.69T
$11.4 Million 1.65% of portfolio
55,395
Q2 2025 Added 0.64%
$621B
$6.69 Million 0.97% of portfolio
13,778
Q2 2025 Reduced 1.73%
$127B
$6.03 Million 0.87% of portfolio
21,861
Q2 2025 Reduced 2.23%
$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%
$1.78T
$4.03 Million 0.58% of portfolio
5,461
Q2 2025 Added 7.14%
$859B
$3.33 Million 0.48% of portfolio
11,482
Q2 2025 Reduced 1.12%
$59.7B
$3.13 Million 0.45% of portfolio
106,343
Q2 2025 Reduced 1.49%
$281B
$2.85 Million 0.41% of portfolio
29,184
Q2 2025 Added 1.24%
$306B
$2.75 Million 0.4% of portfolio
38,919
Q2 2025 Added 0.9%
$1.08T
$2.67 Million 0.39% of portfolio
8,402
Q2 2025 Added 13.93%
$608B
$2.17 Million 0.31% of portfolio
2,782
Q2 2025 Reduced 4.23%
$548B
$2.16 Million 0.31% of portfolio
3,851
Q2 2025 Added 0.79%
$551B
$2.16 Million 0.31% of portfolio
6,090
Q2 2025 Reduced 0.31%
$439B
$1.97 Million 0.28% of portfolio
1,988
Q2 2025 Reduced 0.35%
$293B
$1.88 Million 0.27% of portfolio
27,152
Q2 2025 Reduced 3.51%
$53.7B
$1.81 Million 0.26% of portfolio
100,000
Q2 2025 New
$368B
$1.64 Million 0.24% of portfolio
10,288
Q2 2025 Reduced 1.03%
$405B
$1.65 Million 0.24% of portfolio
4,496
Q2 2025 Reduced 1.38%
$442B
$1.61 Million 0.23% of portfolio
14,942
Q2 2025 Reduced 4.94%
$261B
$1.55 Million 0.22% of portfolio
8,529
Q2 2025 Added 1.92%
$423B
$1.46 Million 0.21% of portfolio
2
Q1 2025 New
$545B
$1.38 Million 0.2% of portfolio
1,033
Q2 2025 Reduced 0.19%
$452B
$1.31 Million 0.19% of portfolio
8,589
Q2 2025 Reduced 0.24%
$302B
$1.22 Million 0.18% of portfolio
8,523
Q2 2025 Reduced 10.25%
$203B
$1.27 Million 0.18% of portfolio
43,761
Q2 2025 Added 0.65%
$7.95B
$1.26 Million 0.18% of portfolio
24,288
Q2 2025 Reduced 3.3%
$721M
$1.16 Million 0.17% of portfolio
529,079
Q1 2025 Reduced 2.52%
$250B
$1.11 Million 0.16% of portfolio
7,896
Q2 2025 Added 5.34%
$229B
$1.08 Million 0.16% of portfolio
7,397
Q2 2025 Added 1.47%
$152B
$1.02 Million 0.15% of portfolio
3,662
Q2 2025 Reduced 2.09%
$229B
$1.04 Million 0.15% of portfolio
7,681
Q2 2025 Added 1.67%
$218B
$985,000 0.14% of portfolio
2,538
Q2 2025 Reduced 2.72%
$122B
$908,000 0.13% of portfolio
10,424
Q2 2025 Reduced 4.45%
$10.4B
$879,000 0.13% of portfolio
10,262
Q2 2025 Added 0.6%
$254B
$796,000 0.12% of portfolio
1,125
Q2 2025 Reduced 2.43%
$141B
$800,000 0.12% of portfolio
22,418
Q2 2025 Reduced 2.78%
$141B
$840,000 0.12% of portfolio
12,112
Q2 2025 Added 0.87%
$351B
$818,000 0.12% of portfolio
4,412
Q2 2025 Reduced 0.81%
$113B
$732,000 0.11% of portfolio
1,582
Q2 2025 Added 1.61%
$1.27T
$771,000 0.11% of portfolio
3,405
Q2 2025 Reduced 3.4%
$203B
$750,000 0.11% of portfolio
9,475
Q2 2025 Reduced 13.5%
$57.4B
$767,000 0.11% of portfolio
3,153
Q2 2025 Added 0.38%
$79.3B
$749,000 0.11% of portfolio
4,515
Q2 2025 Added 4.71%
$210B
$706,000 0.1% of portfolio
2,396
Q2 2025 Reduced 12.23%
$179B
$709,000 0.1% of portfolio
7,774
Q2 2025 Added 2.86%
$135B
$690,000 0.1% of portfolio
3,003
Q2 2025 Reduced 4.88%

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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