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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, VOO, IVV, and represent 23.62% of CVA Family Office's stock portfolio.
Added to shares of these 10 stocks: AVDE, FNDF, BINC, DFAU, VGT, AVUS, SCHG, DUHP, SHV, DGRO.
Started 75 new stock positions in CNA, DBEF, SOFI, JMTG, GLIBK, RHI, RWL, ADPT, OEF, CRWV.
Reduced shares in these 10 stocks: SCHD, NVDA, SMCI, JEPI, SLDP, VHT, ACN, JMUB, SPY, PAVE.
Sold out of its positions in ASGN, ACHC, AIN, ACI, ANSS, ATR, AZEK, BJ, BCS, BHC.
CVA Family Office was a net buyer of stock by $18M.
CVA Family Office has $777M in assets under management (AUM), dropping by 9.17%.
Central Index Key (CIK): 0001802084

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Portfolio Holdings for CVA Family Office

CVA Family Office holds 1297 positions in its portfolio as reported in the September 2025 quarterly 13F filing

CVA Family Office has 1297 total positions. Only the first 250 positions are shown.

Sign up to view all of the CVA Family Office Sept. 30, 2025 positions
Download the CVA Family Office September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	7.6	$59M	-6%	2.2M	27.30	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	5.8	$45M	+7%	1.0M	42.96	View chart
Vanguard World Inf Tech Etf (VGT)	4.1	$32M	+8%	43k	746.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.1	$24M		39k	612.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$24M		35k	669.29	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.8	$22M	+14%	484k	45.76	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.8	$22M	+17%	277k	78.90	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.4	$19M	+14%	172k	108.70	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.3	$18M		466k	38.57	View chart
Apple (AAPL)	1.8	$14M		56k	254.63	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.7	$13M	+2%	507k	26.34	View chart
Microsoft Corporation (MSFT)	1.7	$13M		26k	517.96	View chart
NVIDIA Corporation (NVDA)	1.5	$12M	-24%	63k	186.58	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.5	$12M	+6%	321k	36.35	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.5	$12M	+32%	217k	53.24	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.5	$11M	+8%	114k	100.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$11M		51k	215.79	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.3	$10M	-11%	178k	57.10	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	1.3	$10M	+14%	278k	36.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$9.7M	+2%	30k	328.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$9.3M		16k	600.37	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.1	$8.8M	+29%	234k	37.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$8.7M		145k	59.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$8.0M		33k	243.10	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$7.8M		304k	25.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.0	$7.5M	+40%	234k	31.91	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$7.3M	+12%	52k	140.95	View chart
Broadcom (AVGO)	0.9	$7.2M		22k	329.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$6.8M		14k	502.74	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.9	$6.6M	-2%	51k	130.28	View chart
Vanguard World Health Car Etf (VHT)	0.9	$6.6M	-6%	26k	259.60	View chart
Ishares Tr Short Treas Bd (SHV)	0.8	$6.6M	+38%	60k	110.49	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.8	$6.6M		99k	66.32	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.8	$5.8M	-3%	116k	50.47	View chart
Amazon (AMZN)	0.7	$5.8M		27k	219.57	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$5.6M		56k	99.53	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.7	$5.2M	+3%	71k	72.44	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.6	$5.0M		189k	26.30	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$4.5M	-2%	69k	65.26	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$4.4M		190k	23.28	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$4.2M		17k	256.45	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$4.1M	+65%	61k	68.08	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$4.1M		47k	87.31	View chart
Meta Platforms Cl A (META)	0.5	$4.0M		5.5k	734.32	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.5	$3.9M	+2%	28k	137.74	View chart
Tesla Motors (TSLA)	0.5	$3.6M	-2%	8.2k	444.72	View chart
JPMorgan Chase & Co. (JPM)	0.5	$3.6M		12k	315.44	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$3.6M		78k	46.12	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.4	$3.4M		42k	79.40	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.4	$3.2M		126k	25.74	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.4	$3.2M		29k	110.37	View chart
Kinder Morgan (KMI)	0.4	$3.0M		106k	28.31	View chart
Wal-Mart Stores (WMT)	0.4	$3.0M		29k	103.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$3.0M		25k	118.83	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.7M	+12%	26k	106.49	View chart
Oracle Corporation (ORCL)	0.3	$2.6M		9.2k	281.24	View chart
Coca-Cola Company (KO)	0.3	$2.6M		39k	66.32	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.3	$2.5M	+6%	27k	91.97	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$2.4M	+4%	103k	23.47	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.3	$2.3M		53k	43.78	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$2.2M	+15%	26k	84.11	View chart
Mastercard Incorporated Cl A (MA)	0.3	$2.2M		3.8k	568.83	View chart
Eli Lilly & Co. (LLY)	0.3	$2.1M		2.8k	763.00	View chart
Visa Com Cl A (V)	0.3	$2.1M		6.0k	341.37	View chart
Home Depot (HD)	0.2	$1.9M	+2%	4.6k	405.17	View chart
Cisco Systems (CSCO)	0.2	$1.9M		27k	68.42	View chart
Costco Wholesale Corporation (COST)	0.2	$1.8M	-2%	1.9k	925.85	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$1.8M		21k	84.83	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$1.8M	-8%	37k	47.63	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.7M		22k	79.93	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.2	$1.7M		19k	90.50	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$1.7M		101k	17.16	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.7M		15k	112.75	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$1.7M		53k	31.53	View chart
Johnson & Johnson (JNJ)	0.2	$1.7M	+4%	9.0k	185.42	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$1.7M		56k	29.64	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.7M	-5%	7.9k	208.71	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$1.6M		4.3k	378.94	View chart
Procter & Gamble Company (PG)	0.2	$1.6M		10k	153.65	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$1.5M		2.00	754200.00	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.5M		12k	120.72	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.5M		3.1k	479.59	View chart
Chevron Corporation (CVX)	0.2	$1.4M	+8%	9.3k	155.28	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$1.4M		7.5k	187.73	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$1.4M	+4%	44k	31.38	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$1.4M		16k	89.03	View chart
Zions Bancorporation (ZION)	0.2	$1.4M		24k	56.58	View chart
Philip Morris International (PM)	0.2	$1.4M		8.5k	162.21	View chart
Morgan Stanley Com New (MS)	0.2	$1.3M		7.9k	158.97	View chart
Netflix (NFLX)	0.2	$1.3M		1.0k	1198.92	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.2M		7.4k	167.34	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.2	$1.2M		40k	30.86	View chart
At&t (T)	0.2	$1.2M		44k	28.24	View chart
Caterpillar (CAT)	0.2	$1.2M		2.6k	477.22	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$1.2M	-2%	5.6k	213.73	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.2M	-3%	6.3k	186.48	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.1M	+25%	14k	78.91	View chart
Chesapeake Energy Corp (EXE)	0.1	$1.1M		10k	106.23	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$1.1M		21k	49.45	View chart
Abbvie (ABBV)	0.1	$1.0M		4.5k	231.56	View chart
Amgen (AMGN)	0.1	$1.0M		3.7k	282.23	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.0M	+5%	7.2k	142.10	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.0M		9.4k	106.78	View chart
Medtronic SHS (MDT)	0.1	$1.0M		11k	95.24	View chart
Abbott Laboratories (ABT)	0.1	$984k	-4%	7.3k	133.94	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$942k		11k	88.96	View chart
Solid Power Class A Com (SLDP)	0.1	$930k	-49%	268k	3.47	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$923k	-2%	3.3k	279.29	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$922k	-6%	16k	57.52	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$913k	-12%	27k	33.37	View chart
Goldman Sachs (GS)	0.1	$903k		1.1k	796.37	View chart
Nextera Energy (NEE)	0.1	$902k		12k	75.49	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$902k		11k	84.68	View chart
Marathon Petroleum Corp (MPC)	0.1	$869k		4.5k	192.74	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$843k		9.2k	91.42	View chart
Lam Research Corp Com New (LRCX)	0.1	$838k		6.3k	133.90	View chart
Merck & Co (MRK)	0.1	$821k	+3%	9.8k	83.93	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$806k		29k	27.90	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$804k	-5%	3.9k	203.59	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$782k		2.2k	355.47	View chart
United Rentals (URI)	0.1	$781k	-6%	818.00	954.66	View chart
General Dynamics Corporation (GD)	0.1	$776k		2.3k	341.00	View chart
Lockheed Martin Corporation (LMT)	0.1	$753k	-4%	1.5k	499.17	View chart
Citigroup Com New (C)	0.1	$752k		7.4k	101.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$749k		3.6k	206.51	View chart
Palantir Technologies Cl A (PLTR)	0.1	$747k		4.1k	182.42	View chart
CRH Ord (CRH)	0.1	$744k		6.2k	119.90	View chart
Charles Schwab Corporation (SCHW)	0.1	$742k		7.8k	95.47	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$741k	-5%	23k	31.84	View chart
Cheniere Energy Com New (LNG)	0.1	$738k		3.1k	234.98	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$733k	+24%	1.8k	402.46	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$731k	-8%	23k	31.16	View chart
UnitedHealth (UNH)	0.1	$720k	+23%	2.1k	345.24	View chart
Ge Aerospace Com New (GE)	0.1	$719k		2.4k	300.82	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$719k	+15%	14k	50.75	View chart
Novartis Sponsored Adr (NVS)	0.1	$711k		5.5k	128.24	View chart
Thermo Fisher Scientific (TMO)	0.1	$711k	+12%	1.5k	485.11	View chart
Union Pacific Corporation (UNP)	0.1	$703k		3.0k	236.37	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$695k		3.3k	209.26	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$691k	-4%	11k	65.92	View chart
Comcast Corp Cl A (CMCSA)	0.1	$687k	-2%	22k	31.42	View chart
3M Company (MMM)	0.1	$667k		4.3k	155.17	View chart
International Business Machines (IBM)	0.1	$665k		2.4k	282.15	View chart
Pepsi (PEP)	0.1	$662k	+13%	4.7k	140.44	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$661k		7.8k	85.04	View chart
Eaton Corp SHS (ETN)	0.1	$655k		1.7k	374.25	View chart
Altria (MO)	0.1	$646k	-4%	9.8k	66.06	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$640k	+3%	7.1k	89.57	View chart
Duke Energy Corp Com New (DUK)	0.1	$640k		5.2k	123.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$611k		2.5k	243.55	View chart
F.N.B. Corporation (FNB)	0.1	$604k		38k	16.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$601k	-26%	901.00	666.43	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$594k	+4%	5.0k	119.51	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$569k		6.0k	95.14	View chart
Servicenow (NOW)	0.1	$564k		613.00	920.28	View chart
Qualcomm (QCOM)	0.1	$563k	-2%	3.4k	166.35	View chart
Danaher Corporation (DHR)	0.1	$560k	-18%	2.8k	198.26	View chart
McDonald's Corporation (MCD)	0.1	$558k		1.8k	303.89	View chart
D.R. Horton (DHI)	0.1	$556k		3.3k	169.47	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$553k		7.7k	71.37	View chart
Advanced Micro Devices (AMD)	0.1	$544k	+6%	3.4k	161.79	View chart
Wells Fargo & Company (WFC)	0.1	$540k		6.4k	83.83	View chart
ConocoPhillips (COP)	0.1	$538k	+3%	5.7k	94.59	View chart
First Tr Exchange-traded Energy Inm Partn (EIPX)	0.1	$533k		20k	26.17	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$518k		11k	47.98	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.1	$516k		20k	26.23	View chart
AutoZone (AZO)	0.1	$515k		120.00	4290.24	View chart
Verizon Communications (VZ)	0.1	$510k		12k	43.95	View chart
Stryker Corporation (SYK)	0.1	$501k		1.4k	369.67	View chart
Waste Management (WM)	0.1	$496k	+3%	2.2k	220.82	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$492k		7.9k	62.47	View chart
Linde SHS (LIN)	0.1	$482k		1.0k	475.00	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$482k		7.3k	65.91	View chart
Bank of America Corporation (BAC)	0.1	$474k	+5%	9.2k	51.59	View chart
Capital One Financial (COF)	0.1	$471k		2.2k	212.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$467k	-5%	6.3k	74.37	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$467k		5.6k	82.96	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$467k		10k	44.69	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$465k	+433%	8.0k	58.21	View chart
Adobe Systems Incorporated (ADBE)	0.1	$455k		1.3k	352.75	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.1	$453k		5.2k	87.23	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$453k		468.00	968.09	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$451k	-11%	9.0k	50.07	View chart
TJX Companies (TJX)	0.1	$450k	-3%	3.1k	144.54	View chart
Applied Materials (AMAT)	0.1	$444k		2.2k	204.78	View chart
Lowe's Companies (LOW)	0.1	$442k	+3%	1.8k	251.31	View chart
Credicorp (BAP)	0.1	$439k		1.7k	266.28	View chart
Uber Technologies (UBER)	0.1	$437k	+2%	4.5k	97.97	View chart
Intuit (INTU)	0.1	$435k		637.00	682.91	View chart
American Express Company (AXP)	0.1	$434k	+8%	1.3k	332.13	View chart
Kla Corp Com New (KLAC)	0.1	$434k		402.00	1078.60	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$430k		17k	25.52	View chart
General Mills (GIS)	0.1	$426k	+13%	8.4k	50.42	View chart
Arista Networks Com Shs (ANET)	0.1	$421k		2.9k	145.71	View chart
CVS Caremark Corporation (CVS)	0.1	$419k	-3%	5.6k	75.39	View chart
Walt Disney Company (DIS)	0.1	$415k		3.6k	114.51	View chart
Bristol Myers Squibb (BMY)	0.1	$404k	+2%	9.0k	45.10	View chart
salesforce (CRM)	0.1	$402k	-3%	1.7k	237.01	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$396k		2.8k	139.17	View chart
S&p Global (SPGI)	0.1	$389k		800.00	486.71	View chart
Blackrock (BLK)	0.0	$384k		329.00	1165.87	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$382k		6.5k	58.85	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$377k		1.9k	195.86	View chart
Ge Vernova (GEV)	0.0	$376k		612.00	614.90	View chart
Autoliv (ALV)	0.0	$373k		3.0k	123.50	View chart
Cigna Corp (CI)	0.0	$362k	-13%	1.3k	288.25	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.0	$357k		3.5k	101.92	View chart
Rbc Cad (RY)	0.0	$357k		2.4k	147.32	View chart
Etf Ser Solutions Us Glb Jets (JETS)	0.0	$356k		14k	24.65	View chart
Unilever Spon Adr New (UL)	0.0	$351k		5.9k	59.28	View chart
Trane Technologies SHS (TT)	0.0	$350k		829.00	421.96	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$350k		7.9k	44.27	View chart
Starbucks Corporation (SBUX)	0.0	$347k	-2%	4.1k	84.60	View chart
GSK Sponsored Adr (GSK)	0.0	$345k		8.0k	43.16	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$344k		1.1k	302.35	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$342k	+4%	1.2k	281.96	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$341k	-2%	3.1k	111.47	View chart
Enterprise Products Partners (EPD)	0.0	$341k		11k	31.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$337k		6.2k	54.18	View chart
Amphenol Corp Cl A (APH)	0.0	$337k		2.7k	123.75	View chart
Fiserv (FI)	0.0	$336k		2.6k	128.93	View chart
Parker-Hannifin Corporation (PH)	0.0	$331k	+3%	437.00	758.15	View chart
Pfizer (PFE)	0.0	$329k	+3%	13k	25.48	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$327k		2.5k	130.25	View chart
Honeywell International (HON)	0.0	$324k	-3%	1.5k	210.50	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$317k		3.7k	86.79	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$316k	-2%	5.9k	53.40	View chart
Vanguard World Utilities Etf (VPU)	0.0	$312k		1.6k	189.41	View chart
Grupo Aeropuerto Del Pacific Spon Ads B (PAC)	0.0	$308k		1.3k	237.19	View chart
Emerson Electric (EMR)	0.0	$307k		2.3k	131.20	View chart
Sun Life Financial (SLF)	0.0	$300k		5.0k	60.03	View chart
Truist Financial Corp equities (TFC)	0.0	$298k	+2%	6.5k	45.72	View chart
Cintas Corporation (CTAS)	0.0	$294k	-3%	1.4k	205.26	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$293k	+11%	12k	24.40	View chart
AFLAC Incorporated (AFL)	0.0	$291k		2.6k	111.70	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$289k		3.6k	79.95	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$289k	+2%	2.0k	142.55	View chart
Booking Holdings (BKNG)	0.0	$281k		52.00	5399.27	View chart
Intercontinental Exchange (ICE)	0.0	$281k		1.7k	168.48	View chart
Ameren Corporation (AEE)	0.0	$279k		2.7k	104.38	View chart
Chubb (CB)	0.0	$278k	+5%	986.00	282.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$274k		584.00	468.41	View chart
Metropcs Communications (TMUS)	0.0	$273k	+3%	1.1k	239.29	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$272k		2.4k	113.62	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$268k		2.4k	109.95	View chart
Gilead Sciences (GILD)	0.0	$265k		2.4k	111.00	View chart
Boston Scientific Corporation (BSX)	0.0	$263k		2.7k	97.63	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$260k		3.8k	68.81	View chart
Doordash Cl A (DASH)	0.0	$259k		951.00	271.99	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$254k		5.9k	42.76	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 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
CVA Family Office 2021 Q4 filed Jan. 25, 2022

View all past filings

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