Cva Family Office, LLC Top Holdings and 13F Report (2026)

About Cva Family Office, LLC

Investment Activity

Cva Family Office, LLC has $949.65 million in total holdings as of March 31, 2026.
Cva Family Office, LLC owns shares of 1,838 different stocks, but just 73 companies or ETFs make up 80% of its holdings.
Approximately 10.36% of the portfolio was purchased this quarter.
About 1.46% of the portfolio was sold this quarter.
This quarter, Cva Family Office, LLC has purchased 1,288 new stocks and bought additional shares in 844 stocks.
Cva Family Office, LLC sold shares of 129 stocks and completely divested from 47 stocks this quarter.

Largest Holdings

Schwab Fundamental International Equity ETF: $66,110,655
Schwab US Dividend Equity ETF: $58,648,207
Dimensional US Core Equity Market ETF: $37,529,743
Vanguard Information Technology ETF: $36,839,759
Avantis International Equity ETF: $36,455,492

Largest New Holdings this Quarter

46436E312 - iShares iBonds Dec 2032 Term Corporate ETF: $245,119 Holding
46438G372 - ISHARES TR: $243,580 Holding
46431W838 - iShares Short Maturity Municipal Bond Active ETF: $99,623 Holding
G0250X149 - AMCOR PLC: $55,889 Holding
19247G107 - Coherent: $44,545 Holding

Largest Purchases this Quarter

Dimensional US Core Equity Market ETF: 181,459 shares (about $8.19M)
Schwab Fundamental International Equity ETF: 156,081 shares (about $7.64M)
Avantis International Equity ETF: 72,639 shares (about $6.16M)
Avantis U.S. Equity ETF: 49,686 shares (about $5.52M)
Schwab Fundamental Emerging Markets Equity ETF: 135,469 shares (about $5.18M)

Largest Sales this Quarter

Vanguard S&P 500 ETF: 7,814 shares (about $4.67M)
Schwab US Dividend Equity ETF: 83,395 shares (about $2.56M)
JPMorgan Equity Premium Income ETF: 22,079 shares (about $1.25M)
Vanguard Health Care ETF: 2,431 shares (about $662.04K)
Global X U.S. Infrastructure Development ETF: 7,830 shares (about $397.84K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
FNDF Schwab Fundamental International Equity ETF	$66,110,655	$7,637,045 â–²	13.1%	1,351,127	7.0%	ETF
SCHD Schwab US Dividend Equity ETF	$58,648,207	$2,558,559 â–¼	-4.2%	1,911,610	6.2%	ETF
DFAU Dimensional US Core Equity Market ETF	$37,529,743	$8,187,432 â–²	27.9%	831,776	4.0%	ETF
VGT Vanguard Information Technology ETF	$36,839,759	$2,013,628 â–²	5.8%	52,800	3.9%	ETF
AVDE Avantis International Equity ETF	$36,455,492	$6,162,693 â–²	20.3%	429,697	3.8%	ETF
AVUS Avantis U.S. Equity ETF	$34,548,721	$5,524,086 â–²	19.0%	310,746	3.6%	ETF
IVV iShares Core S&P 500 ETF	$23,768,438	$574,174 â–²	2.5%	36,387	2.5%	ETF
DUHP Dimensional US High Profitability ETF	$23,305,287	$4,135,426 â–²	21.6%	633,985	2.5%	ETF
VOO Vanguard S&P 500 ETF	$21,479,450	$4,669,238 â–¼	-17.9%	35,946	2.3%	ETF
FNDE Schwab Fundamental Emerging Markets Equity ETF	$19,496,024	$5,183,041 â–²	36.2%	509,567	2.1%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$18,048,973	$160,181 â–¼	-0.9%	464,461	1.9%	ETF
AAPL Apple	$16,105,205	$1,188,495 â–²	8.0%	63,459	1.7%	Computer and Technology
BINC iShares Flexible Income Active ETF	$16,064,201	$1,084,248 â–²	7.2%	309,343	1.7%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$14,524,938	$703,231 â–²	5.1%	146,317	1.5%	Finance
NVDA NVIDIA	$14,425,717	$1,907,942 â–²	15.2%	82,716	1.5%	Computer and Technology
DFAI Dimensional International Core Equity Market ETF	$13,682,446	$757,422 â–²	5.9%	351,192	1.4%	ETF
SCHX Schwab US Large-Cap ETF	$13,124,900	$132,533 â–²	1.0%	511,892	1.4%	ETF
VTI Vanguard Total Stock Market ETF	$13,042,126	$3,185,302 â–²	32.3%	40,654	1.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$12,850,994	$3,422,835 â–²	36.3%	200,546	1.4%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$12,627,495	$887,911 â–²	7.6%	433,488	1.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$11,255,659	$209,255 â–²	1.9%	52,337	1.2%	ETF
GOOGL Alphabet	$11,100,775	$771,818 â–²	7.5%	38,603	1.2%	Computer and Technology
QQQ Invesco QQQ	$10,653,508	$27,704 â–²	0.3%	18,458	1.1%	Finance
MSFT Microsoft	$10,583,521	$959,110 â–²	10.0%	28,591	1.1%	Computer and Technology
DGRO iShares Core Dividend Growth ETF	$9,681,222	$1,525,929 â–²	18.7%	137,948	1.0%	ETF
SHV iShares Short Treasury Bond ETF	$8,946,793	$494,217 â–²	5.8%	81,047	0.9%	ETF
VYM Vanguard High Dividend Yield ETF	$8,795,610	$724,649 â–²	9.0%	59,390	0.9%	Financial Services
JEPI JPMorgan Equity Premium Income ETF	$8,656,497	$1,251,436 â–¼	-12.6%	152,726	0.9%	ETF
SCHB Schwab US Broad Market ETF	$7,490,653	$55,220 â–¼	-0.7%	298,432	0.8%	ETF
AVGO Broadcom	$7,404,602	$620,867 â–²	9.2%	23,924	0.8%	Computer and Technology
JMUB JPMorgan Municipal ETF	$7,229,315	$1,054,991 â–²	17.1%	144,615	0.8%	ETF
BBJP JPMorgan BetaBuilders Japan ETF	$6,987,092	$22,120 â–²	0.3%	101,394	0.7%	ETF
BRK.B Berkshire Hathaway	$6,709,279	$259,247 â–²	4.0%	14,001	0.7%	Finance
DFUS Dimensional U.S. Equity ETF	$6,609,637	$901,333 â–²	15.8%	93,212	0.7%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$6,342,602	$18,770 â–¼	-0.3%	50,688	0.7%	ETF
VHT Vanguard Health Care ETF	$6,247,873	$662,043 â–¼	-9.6%	22,942	0.7%	ETF
AMZN Amazon.com	$6,187,378	$705,005 â–²	12.9%	29,708	0.7%	Retail/Wholesale
AVUV Avantis U.S. Small Cap Value ETF	$5,951,087	$39,879 â–¼	-0.7%	53,871	0.6%	ETF
J P MORGAN EXCHANGE TRADED F	$5,286,228	$13,840 â–²	0.3%	66,460	0.6%	U S TECH LEADERS
FNDX Schwab Fundamental U.S. Large Company ETF	$5,269,529	$4,094 â–²	0.1%	189,211	0.6%	ETF
SCHF Schwab International Equity ETF	$4,812,385	$141,768 â–²	3.0%	194,440	0.5%	ETF
DFIV Dimensional International Value ETF	$4,802,716	$171,271 â–²	3.7%	90,995	0.5%	ETF
IEFA iShares Core MSCI EAFE ETF	$4,581,632	$331,340 â–²	7.8%	50,609	0.5%	ETF
META Meta Platforms	$4,473,293	$767,766 â–²	20.7%	7,819	0.5%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$4,353,119	$214,273 â–¼	-4.7%	64,462	0.5%	ETF
MGV Vanguard Mega Cap Value ETF	$4,071,831	$10,871 â–¼	-0.3%	28,091	0.4%	ETF
JPM JPMorgan Chase & Co.	$4,021,718	$440,648 â–²	12.3%	13,672	0.4%	Finance
WALMART INC	$3,853,741	$218,108 â–²	6.0%	31,009	0.4%	COM
MTUM iShares MSCI USA Momentum Factor ETF	$3,785,407	$45,599 â–¼	-1.2%	15,773	0.4%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$3,627,945	$1,805,931 â–²	99.1%	107,145	0.4%	ETF
QDF FlexShares Quality Dividend Index Fund	$3,312,898	$42,708 â–¼	-1.3%	41,888	0.3%	ETF
TSLA Tesla	$3,247,236	$121,562 â–²	3.9%	8,735	0.3%	Auto/Tires/Trucks
IJR iShares Core S&P Small-Cap ETF	$3,117,397	$128,783 â–²	4.3%	25,078	0.3%	ETF
FNDB Schwab Fundamental U.S. Broad Market ETF	$3,002,640	$377,972 â–¼	-11.2%	110,391	0.3%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$2,941,027	$241,419 â–²	8.9%	126,659	0.3%	ETF
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund	$2,937,164	$2,041 â–²	0.1%	53,248	0.3%	ETF
XOM ExxonMobil	$2,936,109	$347,630 â–²	13.4%	17,306	0.3%	Energy
MUB iShares National Muni Bond ETF	$2,895,553	$74,836 â–²	2.7%	27,278	0.3%	ETF
ET Energy Transfer	$2,841,857	$2,736,961 â–²	2,609.2%	147,246	0.3%	Energy
LLY Eli Lilly and Company	$2,801,619	$252,017 â–²	9.9%	3,046	0.3%	Medical
KO CocaCola	$2,668,196	$113,390 â–²	4.4%	35,085	0.3%	Consumer Staples
AGZ iShares Agency Bond ETF	$2,506,784	$99,617 â–¼	-3.8%	22,849	0.3%	Finance
JNJ Johnson & Johnson	$2,449,031	$228,306 â–²	10.3%	10,019	0.3%	Medical
KMI Kinder Morgan	$2,330,017	$60,320 â–²	2.7%	69,491	0.2%	Energy
VUG Vanguard Growth ETF	$2,212,393	$902,429 â–²	68.9%	5,065	0.2%	ETF
COST Costco Wholesale	$2,174,155	$305,896 â–²	16.4%	2,182	0.2%	Retail/Wholesale
MA Mastercard	$2,170,731	$165,403 â–²	8.2%	4,344	0.2%	Business Services
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$2,163,635	$220,526 â–¼	-9.2%	26,147	0.2%	ETF
V Visa	$2,042,879	$244,215 â–²	13.6%	6,759	0.2%	Business Services
CSCO Cisco Systems	$2,013,766	$99,237 â–²	5.2%	25,954	0.2%	Computer and Technology
CVX Chevron	$2,013,206	$138,007 â–²	7.4%	9,730	0.2%	Energy
CAT Caterpillar	$1,979,477	$165,074 â–²	9.1%	2,794	0.2%	Industrials
EFAV iShares MSCI EAFE Min Vol Factor ETF	$1,827,971	$79,950 â–¼	-4.2%	20,006	0.2%	ETF
CWB SPDR Bloomberg Convertible Securities ETF	$1,758,066	$4,118 â–¼	-0.2%	19,210	0.2%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$1,735,222	$161,086 â–²	10.2%	51,081	0.2%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$1,690,462	$17,926 â–¼	-1.0%	54,601	0.2%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$1,650,461	$1,558,295 â–²	1,690.7%	7,933	0.2%	ETF
GOOG Alphabet	$1,646,769	$615,279 â–²	59.6%	5,741	0.2%	Computer and Technology
IWV iShares Russell 3000 ETF	$1,611,717		0.0%	4,348	0.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$1,554,328	$72,849 â–¼	-4.5%	19,608	0.2%	ETF
HD Home Depot	$1,529,760	$125,972 â–²	9.0%	4,651	0.2%	Retail/Wholesale
RTX RTX	$1,513,801	$78,120 â–²	5.4%	7,848	0.2%	Aerospace
AVDV Avantis International Small Cap Value ETF	$1,499,834	$26,464 â–²	1.8%	15,019	0.2%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$1,470,496	$397,843 â–¼	-21.3%	28,941	0.2%	ETF
BRK.A Berkshire Hathaway	$1,436,280		0.0%	2	0.2%	Finance
IVW iShares S&P 500 Growth ETF	$1,426,883	$33,933 â–²	2.4%	12,615	0.2%	ETF
AMGN Amgen	$1,426,082	$115,058 â–²	8.8%	4,053	0.2%	Medical
MS Morgan Stanley	$1,411,062	$102,695 â–²	7.8%	8,574	0.1%	Finance
PM Philip Morris International	$1,410,755	$90,942 â–²	6.9%	8,532	0.1%	Consumer Staples
ZION Zions Bancorporation, N.A.	$1,409,095	$8,067 â–²	0.6%	24,455	0.1%	Finance
ORCL Oracle	$1,388,277	$75,467 â–²	5.7%	9,437	0.1%	Computer and Technology
LAM RESEARCH CORP	$1,387,508	$43,159 â–²	3.2%	6,494	0.1%	COM NEW
PG Procter & Gamble	$1,365,751	$3,033 â–²	0.2%	9,455	0.1%	Consumer Staples
T AT&T	$1,344,881	$86,391 â–²	6.9%	46,391	0.1%	Computer and Technology
VOX Vanguard Communication Services ETF	$1,333,250	$7,013 â–¼	-0.5%	7,414	0.1%	ETF
MRK Merck & Co., Inc.	$1,321,205	$93,710 â–²	7.6%	10,983	0.1%	Medical
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,312,799	$318,734 â–²	32.1%	23,646	0.1%	ETF
VDC Vanguard Consumer Staples ETF	$1,249,170		0.0%	5,562	0.1%	ETF
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF	$1,238,726	$3,447 â–²	0.3%	40,245	0.1%	ETF
VTV Vanguard Value ETF	$1,237,699	$16,286 â–²	1.3%	6,308	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Cva Family Office, LLC Top Holdings and 13F Report (2026)

About Cva Family Office, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Cva Family Office, LLC Top Holdings and 13F Report (2026)

About Cva Family Office, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCva Family Office, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools