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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.1B
$119,000 0.02% of portfolio
487
Q2 2025 Added 20.84%
$75.1B
$112,000 0.02% of portfolio
604
Q2 2025 Reduced 0.17%
$22.8B
$112,000 0.02% of portfolio
1,776
Q2 2025 Added 18.88%
$95.7B
$160,000 0.02% of portfolio
314
Q2 2025 Added 21.71%
$25.8B
$124,000 0.02% of portfolio
1,648
Q2 2025 Added 44.31%
$52.6B
$137,000 0.02% of portfolio
1,911
Q2 2025 Added 0.37%
$39.1B
$139,000 0.02% of portfolio
1,300
Q2 2025 Added 11.02%
$0
$141,000 0.02% of portfolio
1,539
Q1 2024 Added 0.13%
$0
$166,000 0.02% of portfolio
1,126
Q1 2025 Added 7.24%
$0
$135,000 0.02% of portfolio
1,787
Q2 2025 Added 0.39%
$35.1B
$156,000 0.02% of portfolio
748
Q2 2025 Added 7.94%
$63.5B
$110,000 0.02% of portfolio
1,100
Q1 2025 Reduced 0.72%
$46.7B
$123,000 0.02% of portfolio
3,648
Q2 2025 Added 6.05%
$139B
$142,000 0.02% of portfolio
1,153
Q2 2025 Reduced 19.09%
$45.1B
$132,000 0.02% of portfolio
1,025
Q2 2025 Added 14.91%
$94.4B
$139,000 0.02% of portfolio
1,957
Q2 2025 Added 39.59%
$44.3B
$121,000 0.02% of portfolio
1,184
Q2 2025 Reduced 3.9%
$76.4B
$114,000 0.02% of portfolio
743
Q2 2025 Added 1.36%
$75.3B
$163,000 0.02% of portfolio
4,996
Q2 2025 Added 7.26%
$55.9B
$128,000 0.02% of portfolio
637
Q1 2025 Added 1.92%
$54.3B
$123,000 0.02% of portfolio
231
Q2 2025 Reduced 6.1%
$0
$148,000 0.02% of portfolio
772
Q2 2025 Added 0.13%
$29.5B
$110,000 0.02% of portfolio
426
Q2 2025 Added 8.67%
$51.4B
$134,000 0.02% of portfolio
1,057
Q2 2025 Added 6.66%
$78.8B
$129,000 0.02% of portfolio
481
Q2 2025 Reduced 3.02%
$75.3B
$143,000 0.02% of portfolio
401
Q2 2025 Reduced 4.52%
$11.7B
$157,000 0.02% of portfolio
4,100
Q4 2023 New
$55.4B
$119,000 0.02% of portfolio
744
Q2 2025 Reduced 5.94%
$6.61B
$111,000 0.02% of portfolio
106
Q2 2025 Reduced 7.83%
$51.4B
$142,000 0.02% of portfolio
1,058
Q2 2025 Added 24.91%
$6.4B
$166,000 0.02% of portfolio
1,846
Q2 2025 Added 1,400.81%
$97B
$113,000 0.02% of portfolio
368
Q2 2025 Added 23.49%
$96.8B
$124,000 0.02% of portfolio
1,186
Q2 2025 Reduced 29.82%
$26.5B
$163,000 0.02% of portfolio
1,287
Q2 2025 Added 9.44%
$31.7B
$138,000 0.02% of portfolio
1,255
Q2 2025 Reduced 2.94%
$99.5B
$170,000 0.02% of portfolio
382
Q2 2025 Reduced 10.54%
$61.9B
$132,000 0.02% of portfolio
496
Q2 2025 Added 3.12%
$51.7B
$115,000 0.02% of portfolio
462
Q2 2025 Added 6.21%
$35.6B
$118,000 0.02% of portfolio
1,517
Q2 2025 Reduced 17.73%
$20.7B
$168,000 0.02% of portfolio
2,219
Q2 2025 Reduced 0.05%
$12.7B
$155,000 0.02% of portfolio
4,029
Q2 2025 Reduced 0.67%
$50.1B
$131,000 0.02% of portfolio
936
Q2 2025 Reduced 4.39%
$0
$150,000 0.02% of portfolio
634
Q1 2025 Reduced 55.76%
$73.8B
$148,000 0.02% of portfolio
602
Q2 2025 Reduced 0.82%
$56B
$136,000 0.02% of portfolio
360
Q2 2025 Added 6.51%
$10.8B
$166,000 0.02% of portfolio
4,569
Q2 2025 Added 25.18%
$9.98B
$138,000 0.02% of portfolio
2,055
Q2 2025 Added 12.36%
$1.19B
$160,000 0.02% of portfolio
2,852
Q2 2025 Added 20.03%
$55.1B
$137,000 0.02% of portfolio
242
Q2 2025 Reduced 5.1%

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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