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CVA Family Office

Latest statistics and disclosures from CVA Family Office's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHD, FNDF, VGT, DFAU, AVDE, and represent 23.72% of CVA Family Office's stock portfolio.
Added to shares of these 10 stocks: DUHP (+$11M), AVUS (+$10M), DFAU (+$7.8M), FNDF (+$6.9M), AVDE (+$6.6M), SCHG (+$5.5M), VGT (+$5.2M), DGRO, BINC, JTEK.
Started 97 new stock positions in MBLY, Qnity Electronics, CDE, VICR, QS, GH, PRGO, PAGP, NOMD, CMP.
Reduced shares in these 10 stocks: SCHD, ET, KMI, SLDP, AGZ, VBR, KO, UL, , PGX.
Sold out of its positions in ANF, ACAD, ALE, AVTR, BMRN, DYNF, SAM, CDW, CNA, CZR.
CVA Family Office was a net buyer of stock by $78M.
CVA Family Office has $870M in assets under management (AUM), dropping by 11.92%.
Central Index Key (CIK): 0001802084

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Portfolio Holdings for CVA Family Office

CVA Family Office holds 1288 positions in its portfolio as reported in the December 2025 quarterly 13F filing

CVA Family Office has 1288 total positions. Only the first 250 positions are shown.

Sign up to view all of the CVA Family Office Dec. 31, 2025 positions
Download the CVA Family Office December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.3	$55M	-7%	2.0M	27.43	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	6.2	$54M	+14%	1.2M	45.21	View chart
Vanguard World Inf Tech Etf (VGT)	4.3	$38M	+16%	50k	753.78	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.5	$30M	+34%	650k	46.80	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.4	$29M	+29%	357k	82.32	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.4	$29M	+51%	261k	111.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.2	$27M	+12%	44k	627.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.8	$24M		36k	684.94	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.3	$20M	+122%	522k	38.03	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.1	$19M		469k	39.59	View chart
Apple (AAPL)	1.8	$16M	+5%	59k	271.86	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.8	$15M	+32%	289k	52.77	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.6	$14M	+22%	139k	99.88	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$14M		507k	26.91	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	1.6	$14M	+34%	374k	36.06	View chart
NVIDIA Corporation (NVDA)	1.5	$13M	+14%	72k	186.50	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.5	$13M	+72%	403k	32.62	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.5	$13M	+3%	332k	38.11	View chart
Microsoft Corporation (MSFT)	1.4	$13M		26k	483.61	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$11M	+19%	18k	614.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$11M		51k	219.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$11M	+9%	36k	313.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$10M	+3%	31k	335.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$10M		175k	57.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$9.2M		147k	62.47	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	1.0	$8.4M	+28%	77k	110.15	View chart
Ishares Tr Core Div Grwth (DGRO)	0.9	$8.1M	+91%	116k	69.42	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.9	$7.9M		301k	26.23	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$7.8M	+4%	55k	143.52	View chart
Broadcom (AVGO)	0.9	$7.6M		22k	346.10	View chart
Vanguard World Health Car Etf (VHT)	0.8	$7.3M		25k	287.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$6.8M		14k	502.65	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.8	$6.7M		51k	132.37	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.8	$6.7M		101k	65.91	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.7	$6.2M	+6%	124k	50.50	View chart
Amazon (AMZN)	0.7	$6.1M		26k	230.82	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.7	$6.0M	+12%	81k	74.17	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.7	$6.0M	+146%	66k	90.07	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$5.5M	-3%	54k	101.98	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.6	$5.1M		189k	27.21	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$4.5M		189k	24.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$4.5M		68k	66.00	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$4.4M	+13%	88k	49.90	View chart
Meta Platforms Cl A (META)	0.5	$4.3M	+17%	6.5k	660.05	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$4.2M		47k	89.46	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$4.0M	-3%	16k	250.30	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.5	$4.0M		28k	141.16	View chart
JPMorgan Chase & Co. (JPM)	0.5	$3.9M	+5%	12k	322.21	View chart
Tesla Motors (TSLA)	0.4	$3.8M	+2%	8.4k	449.72	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.4	$3.4M		42k	80.81	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.4	$3.3M		124k	26.57	View chart
Wal-Mart Stores (WMT)	0.4	$3.3M		29k	111.41	View chart
Eli Lilly & Co. (LLY)	0.3	$3.0M		2.8k	1074.68	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$2.9M	-3%	24k	120.18	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$2.8M	+3%	27k	107.11	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$2.7M	+13%	116k	23.37	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.3	$2.6M	-18%	24k	110.25	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.3	$2.4M		53k	45.85	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$2.4M	+9%	29k	83.75	View chart
Coca-Cola Company (KO)	0.3	$2.3M	-13%	34k	69.91	View chart
Mastercard Incorporated Cl A (MA)	0.3	$2.3M	+4%	4.0k	570.92	View chart
Visa Com Cl A (V)	0.2	$2.1M		6.0k	350.71	View chart
Cisco Systems (CSCO)	0.2	$1.9M	-8%	25k	77.03	View chart
Johnson & Johnson (JNJ)	0.2	$1.9M		9.1k	206.94	View chart
Kinder Morgan (KMI)	0.2	$1.9M	-36%	68k	27.49	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.8M		15k	120.34	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$1.8M		21k	86.25	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$1.8M		37k	47.79	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$1.8M		54k	32.57	View chart
Oracle Corporation (ORCL)	0.2	$1.7M	-2%	8.9k	194.91	View chart
Spdr Series Trust State Street Spd (CWB)	0.2	$1.7M		19k	89.20	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$1.7M		4.3k	386.85	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$1.7M		55k	30.07	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.6M	-6%	21k	79.73	View chart
Costco Wholesale Corporation (COST)	0.2	$1.6M	-3%	1.9k	862.27	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.5M		12k	123.26	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$1.5M	+5%	46k	32.73	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$1.5M		2.00	754800.00	View chart
Home Depot (HD)	0.2	$1.5M	-7%	4.3k	344.06	View chart
Caterpillar (CAT)	0.2	$1.5M		2.6k	572.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.5M		3.0k	487.87	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$1.4M		7.5k	193.64	View chart
Zions Bancorporation (ZION)	0.2	$1.4M		24k	58.54	View chart
Morgan Stanley Com New (MS)	0.2	$1.4M		8.0k	177.53	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$1.4M	-4%	15k	93.97	View chart
Chevron Corporation (CVX)	0.2	$1.4M	-2%	9.1k	152.40	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.4M		7.4k	183.41	View chart
Procter & Gamble Company (PG)	0.2	$1.4M	-6%	9.4k	143.31	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.3M	-21%	6.2k	211.78	View chart
Philip Morris International (PM)	0.1	$1.3M	-5%	8.0k	160.41	View chart
Spdr Series Trust State Street Spd (FLRN)	0.1	$1.2M		40k	30.73	View chart
Amgen (AMGN)	0.1	$1.2M		3.7k	327.35	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.2M		6.2k	190.98	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$1.2M		5.6k	211.24	View chart
Chesapeake Energy Corp (EXE)	0.1	$1.1M		10k	110.35	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.1M	+43%	3.6k	313.79	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.1M		14k	78.81	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.1M	+7%	7.7k	141.14	View chart
At&t (T)	0.1	$1.1M		43k	24.84	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.1M		6.3k	171.18	View chart
Merck & Co (MRK)	0.1	$1.1M	+4%	10k	105.26	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$1.0M	+11%	18k	58.12	View chart
Abbvie (ABBV)	0.1	$1.0M		4.5k	228.47	View chart
Medtronic SHS (MDT)	0.1	$1.0M		11k	96.06	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.0M		3.3k	303.89	View chart
Goldman Sachs (GS)	0.1	$1000k		1.1k	879.38	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$983k	+20%	11k	88.49	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$981k	-4%	20k	48.00	View chart
Nextera Energy (NEE)	0.1	$967k		12k	80.28	View chart
Netflix (NFLX)	0.1	$960k	+881%	10k	93.76	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$958k		11k	90.00	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$948k		11k	89.43	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$918k	-8%	8.6k	106.70	View chart
Abbott Laboratories (ABT)	0.1	$899k	-2%	7.2k	125.29	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$882k		27k	32.75	View chart
Citigroup Com New (C)	0.1	$861k		7.4k	116.69	View chart
Thermo Fisher Scientific (TMO)	0.1	$853k		1.5k	579.56	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$840k	+76%	14k	59.54	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$830k		3.9k	210.34	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$824k		29k	28.48	View chart
Palantir Technologies Cl A (PLTR)	0.1	$790k	+8%	4.4k	177.75	View chart
Charles Schwab Corporation (SCHW)	0.1	$772k		7.7k	99.91	View chart
CRH Ord (CRH)	0.1	$770k		6.2k	124.80	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$769k		3.6k	212.07	View chart
General Dynamics Corporation (GD)	0.1	$768k		2.3k	336.70	View chart
Novartis Sponsored Adr (NVS)	0.1	$764k		5.5k	137.87	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$753k		1.8k	412.83	View chart
Marathon Petroleum Corp (MPC)	0.1	$743k		4.6k	162.63	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$740k		24k	31.51	View chart
Ge Aerospace Com New (GE)	0.1	$739k		2.4k	308.03	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$720k	-17%	1.8k	396.31	View chart
Advanced Micro Devices (AMD)	0.1	$719k		3.4k	214.16	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$713k		3.3k	214.69	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$712k		14k	50.58	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$709k		11k	67.22	View chart
International Business Machines (IBM)	0.1	$708k		2.4k	296.20	View chart
Lockheed Martin Corporation (LMT)	0.1	$701k	-3%	1.4k	483.61	View chart
Union Pacific Corporation (UNP)	0.1	$688k		3.0k	231.32	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$682k	+4%	7.5k	91.45	View chart
3M Company (MMM)	0.1	$682k		4.3k	160.10	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$681k	-10%	21k	32.89	View chart
United Rentals (URI)	0.1	$657k		812.00	809.32	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$644k	+4%	945.00	681.71	View chart
F.N.B. Corporation (FNB)	0.1	$641k		38k	17.10	View chart
Pepsi (PEP)	0.1	$637k	-5%	4.4k	143.52	View chart
Danaher Corporation (DHR)	0.1	$636k		2.8k	228.92	View chart
Bank of America Corporation (BAC)	0.1	$627k	+24%	11k	55.00	View chart
Qualcomm (QCOM)	0.1	$609k	+5%	3.6k	171.07	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$603k	-8%	7.1k	85.12	View chart
Cheniere Energy Com New (LNG)	0.1	$601k		3.1k	194.39	View chart
Wells Fargo & Company (WFC)	0.1	$599k		6.4k	93.20	View chart
Duke Energy Corp Com New (DUK)	0.1	$596k		5.1k	117.21	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$592k		5.0k	119.35	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$579k		7.9k	73.56	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$566k	+31%	22k	25.45	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$563k		6.0k	94.16	View chart
Applied Materials (AMAT)	0.1	$560k		2.2k	257.04	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$554k	+22%	11k	50.29	View chart
Eaton Corp SHS (ETN)	0.1	$554k		1.7k	318.51	View chart
Altria (MO)	0.1	$552k	-2%	9.6k	57.66	View chart
McDonald's Corporation (MCD)	0.1	$544k	-3%	1.8k	305.63	View chart
First Tr Exchange-traded Energy Inm Partn (EIPX)	0.1	$542k		21k	26.44	View chart
Capital One Financial (COF)	0.1	$540k		2.2k	242.36	View chart
UnitedHealth (UNH)	0.1	$529k	-23%	1.6k	330.05	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$520k		11k	48.17	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.1	$514k		20k	26.14	View chart
PDF Solutions (PDFS)	0.1	$507k	NEW	18k	28.53	View chart
Waste Management (WM)	0.1	$507k	+2%	2.3k	219.73	View chart
Comcast Corp Cl A (CMCSA)	0.1	$503k	-22%	17k	29.89	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$501k		468.00	1069.86	View chart
Kla Corp Com New (KLAC)	0.1	$493k		406.00	1215.08	View chart
TJX Companies (TJX)	0.1	$492k	+2%	3.2k	153.61	View chart
American Express Company (AXP)	0.1	$492k		1.3k	369.96	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$488k		7.3k	66.80	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$488k		11k	46.59	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.1	$483k		5.2k	93.00	View chart
Verizon Communications (VZ)	0.1	$479k		12k	40.73	View chart
D.R. Horton (DHI)	0.1	$474k		3.3k	144.03	View chart
Credicorp (BAP)	0.1	$474k		1.7k	287.00	View chart
ConocoPhillips (COP)	0.1	$471k	-11%	5.0k	93.60	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$466k		5.6k	82.82	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$465k		6.3k	74.07	View chart
Stryker Corporation (SYK)	0.1	$460k	-3%	1.3k	351.47	View chart
Bristol Myers Squibb (BMY)	0.1	$454k	-6%	8.4k	53.94	View chart
Servicenow (NOW)	0.1	$451k	+380%	2.9k	153.19	View chart
Diodes Incorporated (DIOD)	0.1	$445k	+64285%	9.0k	49.34	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$427k	+140%	18k	24.28	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.0	$425k	+643%	8.3k	51.10	View chart
CVS Caremark Corporation (CVS)	0.0	$421k	-4%	5.3k	79.36	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$420k	-4%	2.7k	154.80	View chart
Intuit (INTU)	0.0	$417k		630.00	662.42	View chart
Adobe Systems Incorporated (ADBE)	0.0	$414k	-8%	1.2k	349.99	View chart
Rbc Cad (RY)	0.0	$413k		2.4k	170.49	View chart
Lowe's Companies (LOW)	0.0	$413k	-2%	1.7k	241.16	View chart
salesforce (CRM)	0.0	$411k	-8%	1.6k	264.92	View chart
S&p Global (SPGI)	0.0	$407k	-2%	779.00	522.59	View chart
Etf Ser Solutions Us Glb Jets (JETS)	0.0	$405k		14k	28.07	View chart
Ge Vernova (GEV)	0.0	$403k		617.00	653.57	View chart
Walt Disney Company (DIS)	0.0	$401k	-2%	3.5k	113.78	View chart
GSK Sponsored Adr (GSK)	0.0	$392k		8.0k	49.04	View chart
AutoZone (AZO)	0.0	$390k	-4%	115.00	3391.50	View chart
Parker-Hannifin Corporation (PH)	0.0	$389k		442.00	878.96	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$384k		1.9k	199.68	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$380k		6.5k	58.73	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.0	$377k	+6%	3.7k	101.58	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$376k	+12%	7.0k	53.76	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$375k	NEW	11k	34.46	View chart
Arista Networks Com Shs (ANET)	0.0	$374k		2.9k	131.03	View chart
General Mills (GIS)	0.0	$370k	-5%	8.0k	46.50	View chart
Amphenol Corp Cl A (APH)	0.0	$369k		2.7k	135.14	View chart
Autoliv (ALV)	0.0	$358k		3.0k	118.70	View chart
Starbucks Corporation (SBUX)	0.0	$356k	+3%	4.2k	84.21	View chart
Blackrock (BLK)	0.0	$353k		330.00	1070.34	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$351k		1.1k	309.04	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$351k	+3537%	7.7k	45.45	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$350k	+247%	15k	23.41	View chart
Enterprise Products Partners (EPD)	0.0	$349k		11k	32.06	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$348k		7.9k	44.05	View chart
Unilever Spon Adr New	0.0	$345k	NEW	5.3k	65.40	View chart
Micron Technology (MU)	0.0	$345k	+5%	1.2k	285.41	View chart
Grupo Aeropuerto Del Pacific Spon Ads B (PAC)	0.0	$343k		1.3k	263.63	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$341k		3.6k	94.20	View chart
Solid Power Class A Com (SLDP)	0.0	$337k	-70%	79k	4.25	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$336k		3.0k	110.17	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$326k		2.5k	129.79	View chart
Intuitive Surgical Com New (ISRG)	0.0	$325k	+16%	574.00	566.36	View chart
Chubb (CB)	0.0	$325k	+5%	1.0k	312.12	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$324k		5.9k	54.71	View chart
Trane Technologies SHS (TT)	0.0	$323k		831.00	389.20	View chart
Linde SHS (LIN)	0.0	$318k	-26%	746.00	426.39	View chart
Emerson Electric (EMR)	0.0	$317k	+2%	2.4k	132.73	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$316k	+81%	2.2k	144.00	View chart
Truist Financial Corp equities (TFC)	0.0	$315k		6.4k	49.21	View chart
Uber Technologies (UBER)	0.0	$315k	-13%	3.8k	81.71	View chart
Sun Life Financial (SLF)	0.0	$312k		5.0k	62.40	View chart
Pfizer (PFE)	0.0	$311k	-3%	13k	24.90	View chart
Deere & Company (DE)	0.0	$308k	+21%	661.00	465.87	View chart
Vanguard World Utilities Etf (VPU)	0.0	$304k		1.6k	185.04	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$299k	-29%	5.6k	53.83	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$297k		4.3k	69.40	View chart
Gilead Sciences (GILD)	0.0	$294k		2.4k	122.74	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$293k		3.7k	80.36	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$292k		2.4k	119.75	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$291k		2.0k	143.33	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$288k		12k	24.37	View chart
AFLAC Incorporated (AFL)	0.0	$288k		2.6k	110.27	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$282k	+13%	1.1k	268.30	View chart
Cigna Corp (CI)	0.0	$282k	-18%	1.0k	275.23	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$276k		584.00	473.30	View chart
Moody's Corporation (MCO)	0.0	$273k	+2%	535.00	510.85	View chart

Past Filings by CVA Family Office

SEC 13F filings are viewable for CVA Family Office going back to 2019

CVA Family Office 2025 Q4 filed Jan. 12, 2026
CVA Family Office 2025 Q3 filed Oct. 30, 2025
CVA Family Office 2025 Q2 filed July 31, 2025
CVA Family Office 2025 Q1 filed April 16, 2025
CVA Family Office 2024 Q4 filed Jan. 7, 2025
CVA Family Office 2024 Q3 filed Oct. 10, 2024
CVA Family Office 2024 Q2 filed July 10, 2024
CVA Family Office 2024 Q1 filed April 10, 2024
CVA Family Office 2023 Q4 filed Jan. 16, 2024
CVA Family Office 2023 Q3 filed Oct. 11, 2023
CVA Family Office 2023 Q2 filed July 10, 2023
CVA Family Office 2023 Q1 filed April 27, 2023
CVA Family Office 2022 Q4 filed Feb. 22, 2023
CVA Family Office 2022 Q3 filed Nov. 22, 2022
CVA Family Office 2022 Q2 filed July 11, 2022
CVA Family Office 2022 Q1 filed April 22, 2022

View all past filings

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