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 Market Cap. of $200 Billions or more
