Cva Family Office, LLC Portfolio Holdings

Cva Family Office, LLC

  • $634 Million
  • Q1 2025

Cva Family Office, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $634 Million distributed in 1388 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 $67.5M, Schwab Fundamental Intl Large with a value of $32.4M, Vanguard Information Technolog with a value of $21.9M, Vanguard Index Fds S&P 500 ETF with a value of $20.8M, and Ishares Core S&P 500 ETF with a value of $20M.

Examining the 13F form we can see an increase of $14.5M in the current position value, from $619M to 634M.

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

Portfolio value $634 Million
ETFs: $462 Million
Technology: $47.5 Million
Financial Services: $30.5 Million
Healthcare: $17.5 Million
Consumer Defensive: $14.9 Million
Consumer Cyclical: $14.2 Million
Industrials: $14.1 Million
Communication Services: $13.2 Million
Other: $18.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$73.8B
$167,000 0.03% of portfolio
420
Q1 2025 Added 4.22%
$11.6B
$160,000 0.03% of portfolio
4,100
Q4 2023 New
$100B
$214,000 0.03% of portfolio
2,336
Q1 2025 Added 9.98%
$79.2B
$199,000 0.03% of portfolio
1,135
Q1 2025 Reduced 9.99%
$5.81B
$176,000 0.03% of portfolio
123
Q1 2025 Added 6.03%
$99.1B
$193,000 0.03% of portfolio
731
Q1 2025 Reduced 12.46%
$98.2B
$188,000 0.03% of portfolio
1,690
Q1 2025 Added 58.09%
$65.3B
$208,000 0.03% of portfolio
706
Q1 2025 Added 2.17%
$123B
$207,000 0.03% of portfolio
427
Q1 2025 Added 11.49%
$126B
$176,000 0.03% of portfolio
3,642
Q1 2025 Added 1.17%
$62.4B
$185,000 0.03% of portfolio
2,314
Q1 2025 Added 3.12%
$61.6B
$177,000 0.03% of portfolio
2,888
Q1 2025 Reduced 11.0%
$95.1B
$192,000 0.03% of portfolio
3,200
Q3 2024 Reduced 18.82%
$134B
$216,000 0.03% of portfolio
3,617
Q1 2025 Added 0.47%
$71B
$187,000 0.03% of portfolio
1,920
Q1 2025 Added 1.05%
$57.6B
$213,000 0.03% of portfolio
442
Q1 2025 Added 1.61%
$109B
$185,000 0.03% of portfolio
538
Q1 2025 Added 13.26%
$61.7B
$174,000 0.03% of portfolio
1,020
Q1 2025 Added 16.44%
$74.1B
$180,000 0.03% of portfolio
1,099
Q1 2025 Reduced 9.62%
$37.8B
$186,000 0.03% of portfolio
80,000
Q4 2022 New
$53.1B
$99,000 0.02% of portfolio
403
Q1 2025 Added 7.18%
$84.2B
$110,000 0.02% of portfolio
258
Q1 2025 Reduced 12.54%
$96.2B
$98,000 0.02% of portfolio
4,319
Q1 2025 Added 62.49%
$29.1B
$148,000 0.02% of portfolio
6,782
Q1 2025 Added 0.67%
$143B
$131,000 0.02% of portfolio
5,175
Q1 2025 Reduced 52.38%
$50.3B
$128,000 0.02% of portfolio
1,904
Q1 2025 Reduced 0.94%
$39.7B
$130,000 0.02% of portfolio
1,171
Q1 2025 Reduced 12.15%
$38.7B
$125,000 0.02% of portfolio
693
Q1 2025 Reduced 2.39%
$59.6B
$115,000 0.02% of portfolio
1,100
Q1 2025 Reduced 0.72%
$51.4B
$143,000 0.02% of portfolio
3,440
Q1 2025 Added 9.28%
$133B
$123,000 0.02% of portfolio
1,425
Q1 2025 Added 22.63%
$16.6B
$108,000 0.02% of portfolio
1,274
Q1 2025 Added 10.21%
$44.4B
$126,000 0.02% of portfolio
892
Q1 2025 Added 29.46%
$70.5B
$124,000 0.02% of portfolio
2,089
Q1 2025 Added 14.15%
$44.8B
$128,000 0.02% of portfolio
1,232
Q1 2025 Added 343.17%
$70.5B
$112,000 0.02% of portfolio
733
Q1 2025 Added 12.25%
$70.1B
$137,000 0.02% of portfolio
4,658
Q1 2025 Reduced 19.7%
$52.5B
$131,000 0.02% of portfolio
637
Q1 2025 Added 1.92%
$45B
$103,000 0.02% of portfolio
246
Q1 2025 Added 4.68%
$45.5B
$126,000 0.02% of portfolio
991
Q1 2025 Added 0.1%
$76.4B
$125,000 0.02% of portfolio
496
Q1 2025 Added 5.08%
$29.7B
$140,000 0.02% of portfolio
2,932
Q1 2025 Reduced 13.84%
$53.3B
$131,000 0.02% of portfolio
791
Q1 2025 Reduced 9.39%
$71.4B
$126,000 0.02% of portfolio
987
Q1 2025 Added 15.57%
$8.08B
$152,000 0.02% of portfolio
115
Q1 2025 Added 9.52%
$78.2B
$103,000 0.02% of portfolio
203
Q1 2025 Reduced 9.78%
$57.5B
$111,000 0.02% of portfolio
847
Q1 2025 Added 6.68%
$26.5B
$116,000 0.02% of portfolio
1,176
Q1 2025 Added 0.86%
$29.4B
$148,000 0.02% of portfolio
1,293
Q1 2025 Added 6.24%

Summary

  • Portfolio
  • No. of Stocks 1,388
  • Current Value $634 Million
  • Prior Value $619 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 206 stocks
  • Additional Purchases 519 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 271 stocks
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