Institutions / CVA Family Office, LLC
CVA Family Office, LLC
CIK 1802084 · Institution · as of Jun 30, 2026
Portfolio value
$1.10B
Positions
1,801
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$1.10B+27.0%Positions
1,801+39.8%Top holdings
Jun 30, 2026View all 1,801 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $73.24M | 6.6% |
| Schwab Strategic Tr | $60.46M | 5.5% |
| Vanguard World Fd | $50.75M | 4.6% |
| Dimensional ETF Trust | $49.03M | 4.4% |
| American Centy ETF Tr | $41.58M | 3.8% |
| American Centy ETF Tr | $40.83M | 3.7% |
| Dimensional ETF Trust | $28.64M | 2.6% |
| iShares Tr | $27.32M | 2.5% |
| Vanguard Index Fds | $24.98M | 2.3% |
| Vanguard Index Fds | $22.46M | 2.0% |
| Schwab Strategic Tr | $21.00M | 1.9% |
| Dimensional ETF Trust | $20.98M | 1.9% |
| Apple Inc. | $18.77M | 1.7% |
| Dimensional ETF Trust | $18.05M | 1.6% |
| iShares Tr | $17.83M | 1.6% |
| BlackRock ETF Trust II | $17.00M | 1.5% |
| NVIDIA Corp | $16.57M | 1.5% |
| Vanguard Tax-Managed Fds | $16.14M | 1.5% |
| Schwab Strategic Tr | $14.89M | 1.3% |
| Schwab Strategic Tr | $14.66M | 1.3% |
| Alphabet Inc. | $13.93M | 1.3% |
| Invesco Qqq Tr | $13.64M | 1.2% |
| Vanguard Specialized Funds | $12.88M | 1.2% |
| Vanguard Whitehall Fds | $11.99M | 1.1% |
| iShares Tr | $11.44M | 1.0% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 92204A702 | $44.78M | +375K +750.68% | 424,608 4.60% of portfolio | medium |
| Q2 2026 as of | Add | 25434V104 | $15.41M | +298K +45.85% | 948,466 4.44% of portfolio | medium |
| Q2 2026 as of | Add | 922908769 | $11.09M | +30K +97.51% | 60,685 2.03% of portfolio | medium |
| Q2 2026 as of | Add | 808524755 | $10.19M | +193K +16.16% | 1,388,139 6.63% of portfolio | medium |
| Q2 2026 as of | Add | 025072703 | $8.98M | +101K +28.20% | 457,745 3.70% of portfolio | medium |
| Q2 2026 as of | Add | 025072885 | $8.14M | +64K +24.35% | 324,622 3.76% of portfolio | medium |
| Q2 2026 as of | Add | 25434V831 | $6.88M | +165K +31.60% | 686,275 2.59% of portfolio | medium |
| Q2 2026 as of | Add | 808524730 | $6.15M | +155K +41.44% | 529,141 1.90% of portfolio | medium |
| Q2 2026 as of | Add | 921943858 | $5.65M | +79K +53.94% | 226,494 1.46% of portfolio | medium |
| Q2 2026 as of | Trim | 922908363 | $-5.07M | -7K -16.88% | 36,375 2.26% of portfolio | medium |