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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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