CVA Family Office
Latest statistics and disclosures from CVA Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FNDF, SCHD, DFAU, VGT, AVDE, and represent 24.81% of CVA Family Office's stock portfolio.
- Added to shares of these 10 stocks: DFAU (+$8.2M), FNDF (+$7.6M), AVDE (+$6.2M), AVUS (+$5.5M), FNDE (+$5.2M), DUHP, VEA, VTI, ET, VGT.
- Started 597 new stock positions in PBF, MSA, USVM, WTFC, BE, PLUS, SEZL, EFSC, RIOT, ACI.
- Reduced shares in these 10 stocks: VOO, SCHD, JEPI, VHT, PAVE, FNDB, VBR, VCIT, IJH, CMCSA.
- Sold out of its positions in ANGI, ADC, COLD, ATHM, BMNR, BL, SHYM, Ceridian Hcm Hldg, Comerica Incorporated, CMP.
- CVA Family Office was a net buyer of stock by $84M.
- CVA Family Office has $950M in assets under management (AUM), dropping by 9.22%.
- Central Index Key (CIK): 0001802084
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Portfolio Holdings for CVA Family Office
CVA Family Office holds 1838 positions in its portfolio as reported in the March 2026 quarterly 13F filing
CVA Family Office has 1838 total positions. Only the first 250 positions are shown.
- Sign up to view all of the CVA Family Office March 31, 2026 positions
- Download the CVA Family Office March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 7.0 | $66M | +13% | 1.4M | 48.93 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 6.2 | $59M | -4% | 1.9M | 30.68 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 4.0 | $38M | +27% | 832k | 45.12 |
|
| Vanguard World Inf Tech Etf (VGT) | 3.9 | $37M | +5% | 53k | 697.72 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 3.8 | $37M | +20% | 430k | 84.84 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 3.6 | $35M | +19% | 311k | 111.18 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.5 | $24M | +2% | 36k | 653.21 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 2.5 | $23M | +21% | 634k | 36.76 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.3 | $22M | -17% | 36k | 597.55 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 2.1 | $20M | +36% | 510k | 38.26 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.9 | $18M | 465k | 38.86 |
|
|
| Apple (AAPL) | 1.7 | $16M | +7% | 64k | 253.79 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.7 | $16M | +7% | 309k | 51.93 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.5 | $15M | +5% | 146k | 99.27 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $14M | +15% | 83k | 174.40 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.4 | $14M | +5% | 351k | 38.96 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.4 | $13M | 512k | 25.64 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $13M | +32% | 41k | 320.81 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.4 | $13M | +36% | 201k | 64.08 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.3 | $13M | +7% | 434k | 29.13 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.2 | $11M | 52k | 215.06 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $11M | +7% | 39k | 287.56 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $11M | 19k | 577.18 |
|
|
| Microsoft Corporation (MSFT) | 1.1 | $11M | +9% | 29k | 370.17 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.0 | $9.7M | +18% | 138k | 70.18 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.9 | $8.9M | +5% | 81k | 110.39 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.9 | $8.8M | +8% | 59k | 148.10 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.9 | $8.7M | -12% | 153k | 56.68 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.8 | $7.5M | 298k | 25.10 |
|
|
| Broadcom (AVGO) | 0.8 | $7.4M | +9% | 24k | 309.51 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.8 | $7.2M | +17% | 145k | 49.99 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.7 | $7.0M | 101k | 68.91 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $6.7M | +4% | 14k | 479.20 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.7 | $6.6M | +15% | 93k | 70.91 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.7 | $6.3M | 51k | 125.13 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.7 | $6.2M | -9% | 23k | 272.33 |
|
| Amazon (AMZN) | 0.7 | $6.2M | +12% | 30k | 208.27 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.6 | $6.0M | 54k | 110.47 |
|
|
| J P Morgan Exchange Traded F U S Tech Leaders (JTEK) | 0.6 | $5.3M | 67k | 79.54 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.6 | $5.3M | 189k | 27.85 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $4.8M | +3% | 194k | 24.75 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.5 | $4.8M | +3% | 91k | 52.78 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $4.6M | +7% | 51k | 90.53 |
|
| Meta Platforms Cl A (META) | 0.5 | $4.5M | +20% | 7.8k | 572.11 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $4.4M | -4% | 65k | 67.53 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.4 | $4.1M | 28k | 144.95 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $4.0M | +12% | 14k | 294.16 |
|
| Wal-Mart Stores (WMT) | 0.4 | $3.9M | +5% | 31k | 124.28 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $3.8M | 16k | 239.99 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.4 | $3.6M | +99% | 107k | 33.86 |
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.3 | $3.3M | 42k | 79.09 |
|
|
| Tesla Motors (TSLA) | 0.3 | $3.2M | +3% | 8.7k | 371.75 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $3.1M | +4% | 25k | 124.31 |
|
| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.3 | $3.0M | -11% | 110k | 27.20 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $2.9M | +8% | 127k | 23.22 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.3 | $2.9M | 53k | 55.16 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $2.9M | +13% | 17k | 169.66 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $2.9M | +2% | 27k | 106.15 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $2.8M | +2609% | 147k | 19.30 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.8M | +9% | 3.0k | 919.77 |
|
| Coca-Cola Company (KO) | 0.3 | $2.7M | +4% | 35k | 76.05 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.3 | $2.5M | -3% | 23k | 109.71 |
|
| Johnson & Johnson (JNJ) | 0.3 | $2.4M | +10% | 10k | 244.44 |
|
| Kinder Morgan (KMI) | 0.2 | $2.3M | +2% | 70k | 33.53 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.2M | +68% | 5.1k | 436.80 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $2.2M | +16% | 2.2k | 996.40 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.2M | +8% | 4.3k | 499.71 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $2.2M | -9% | 26k | 82.75 |
|
| Visa Com Cl A (V) | 0.2 | $2.0M | +13% | 6.8k | 302.25 |
|
| Cisco Systems (CSCO) | 0.2 | $2.0M | +5% | 26k | 77.59 |
|
| Chevron Corporation (CVX) | 0.2 | $2.0M | +7% | 9.7k | 206.91 |
|
| Caterpillar (CAT) | 0.2 | $2.0M | +9% | 2.8k | 708.47 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $1.8M | -4% | 20k | 91.37 |
|
| Spdr Series Trust State Street Spd (CWB) | 0.2 | $1.8M | 19k | 91.52 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.2 | $1.7M | +10% | 51k | 33.97 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $1.7M | 55k | 30.96 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $1.7M | +1690% | 7.9k | 208.05 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.6M | +59% | 5.7k | 286.84 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $1.6M | 4.3k | 370.68 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.6M | -4% | 20k | 79.27 |
|
| Home Depot (HD) | 0.2 | $1.5M | +8% | 4.7k | 328.91 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.5M | +5% | 7.8k | 192.89 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $1.5M | 15k | 99.86 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.2 | $1.5M | -21% | 29k | 50.81 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $1.4M | 2.00 | 718140.00 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.4M | +2% | 13k | 113.11 |
|
| Amgen (AMGN) | 0.2 | $1.4M | +8% | 4.1k | 351.86 |
|
| Morgan Stanley Com New (MS) | 0.1 | $1.4M | +7% | 8.6k | 164.57 |
|
| Philip Morris International (PM) | 0.1 | $1.4M | +6% | 8.5k | 165.35 |
|
| Zions Bancorporation (ZION) | 0.1 | $1.4M | 25k | 57.62 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $1.4M | +5% | 9.4k | 147.11 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $1.4M | +3% | 6.5k | 213.66 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.4M | 9.5k | 144.45 |
|
|
| At&t (T) | 0.1 | $1.3M | +6% | 46k | 28.99 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $1.3M | 7.4k | 179.83 |
|
|
| Merck & Co (MRK) | 0.1 | $1.3M | +7% | 11k | 120.30 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $1.3M | +32% | 24k | 55.52 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.1 | $1.2M | 5.6k | 224.59 |
|
|
| Spdr Series Trust State Street Spd (FLRN) | 0.1 | $1.2M | 40k | 30.78 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.2M | 6.3k | 196.21 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.2M | +9% | 15k | 78.41 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.2M | 7.7k | 151.41 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $1.2M | +3% | 4.8k | 244.18 |
|
| Netflix (NFLX) | 0.1 | $1.2M | +17% | 12k | 96.15 |
|
| Chesapeake Energy Corp (EXE) | 0.1 | $1.1M | 10k | 109.78 |
|
|
| Abbvie (ABBV) | 0.1 | $1.1M | +15% | 5.2k | 217.50 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.1M | -16% | 5.2k | 217.25 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.1M | 3.3k | 337.95 |
|
|
| Nextera Energy (NEE) | 0.1 | $1.1M | 12k | 92.88 |
|
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| Goldman Sachs (GS) | 0.1 | $1.1M | +14% | 1.3k | 846.03 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.1M | +7% | 12k | 88.70 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $1.0M | 21k | 49.61 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $988k | 11k | 94.24 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $964k | +10% | 1.6k | 604.22 |
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| Cheniere Energy Com New (LNG) | 0.1 | $940k | +7% | 3.3k | 283.76 |
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| Medtronic SHS (MDT) | 0.1 | $938k | +2% | 11k | 86.65 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $931k | 11k | 87.84 |
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|
| Citigroup Com New (C) | 0.1 | $915k | +9% | 8.1k | 113.41 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $914k | 8.6k | 106.50 |
|
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.1 | $914k | +143% | 9.0k | 101.14 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $889k | 27k | 32.95 |
|
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $881k | 14k | 62.45 |
|
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| Applied Materials (AMAT) | 0.1 | $871k | +16% | 2.5k | 341.84 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $860k | +52% | 34k | 25.33 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $847k | 5.5k | 152.75 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $844k | 29k | 29.08 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $842k | 3.9k | 213.67 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $824k | +5% | 2.4k | 343.15 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $806k | +46% | 16k | 49.89 |
|
| Union Pacific Corporation (UNP) | 0.1 | $800k | +10% | 3.3k | 242.62 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $786k | 1.8k | 430.29 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $784k | +7% | 8.3k | 93.98 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $777k | +170% | 32k | 24.27 |
|
| Advanced Micro Devices (AMD) | 0.1 | $777k | +13% | 3.8k | 203.43 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $769k | +6% | 1.6k | 491.61 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $766k | 3.6k | 211.15 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $763k | +12% | 2.7k | 283.77 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $761k | 24k | 32.43 |
|
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.1 | $753k | +48% | 29k | 25.85 |
|
| ConocoPhillips (COP) | 0.1 | $751k | +12% | 5.7k | 132.01 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $749k | +15% | 5.1k | 146.28 |
|
| Verizon Communications (VZ) | 0.1 | $742k | +25% | 15k | 50.20 |
|
| Kla Corp Com New (KLAC) | 0.1 | $730k | +22% | 496.00 | 1472.41 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $730k | 3.3k | 218.75 |
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|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $728k | 10k | 69.75 |
|
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $726k | 21k | 35.04 |
|
|
| Pepsi (PEP) | 0.1 | $717k | +4% | 4.6k | 155.27 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $716k | +7% | 5.5k | 130.94 |
|
| International Business Machines (IBM) | 0.1 | $710k | +22% | 2.9k | 242.39 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $709k | +7% | 8.0k | 88.46 |
|
| Abbott Laboratories (ABT) | 0.1 | $695k | -5% | 6.8k | 102.67 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $683k | -4% | 14k | 50.62 |
|
| CRH Ord (CRH) | 0.1 | $682k | +5% | 6.5k | 105.12 |
|
| Eaton Corp SHS (ETN) | 0.1 | $681k | +9% | 1.9k | 357.67 |
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| Altria (MO) | 0.1 | $677k | +7% | 10k | 65.99 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $670k | 1.8k | 367.41 |
|
|
| First Tr Exchange-traded Energy Inm Partn (EIPX) | 0.1 | $664k | 21k | 32.16 |
|
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.1 | $659k | +56% | 13k | 50.84 |
|
| 3M Company (MMM) | 0.1 | $652k | +5% | 4.5k | 145.22 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $649k | +5% | 998.00 | 650.40 |
|
| McDonald's Corporation (MCD) | 0.1 | $647k | +16% | 2.1k | 310.79 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $645k | +85% | 28k | 23.26 |
|
| United Rentals (URI) | 0.1 | $643k | +8% | 883.00 | 728.56 |
|
| Bank of America Corporation (BAC) | 0.1 | $637k | +14% | 13k | 48.75 |
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| F.N.B. Corporation (FNB) | 0.1 | $635k | 38k | 16.72 |
|
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $633k | +7% | 5.3k | 118.60 |
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| Ge Vernova (GEV) | 0.1 | $621k | +15% | 711.00 | 872.90 |
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| Diodes Incorporated (DIOD) | 0.1 | $620k | 9.1k | 68.26 |
|
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $618k | 468.00 | 1320.83 |
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| TJX Companies (TJX) | 0.1 | $614k | +20% | 3.8k | 159.70 |
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| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.1 | $600k | 7.1k | 84.66 |
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| Bristol Myers Squibb (BMY) | 0.1 | $599k | +17% | 9.9k | 60.65 |
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| Wells Fargo & Company (WFC) | 0.1 | $597k | +16% | 7.5k | 79.61 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $592k | 7.9k | 75.10 |
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| Waste Management (WM) | 0.1 | $591k | +11% | 2.6k | 229.76 |
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| PDF Solutions (PDFS) | 0.1 | $581k | 18k | 32.71 |
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| Micron Technology (MU) | 0.1 | $561k | +37% | 1.7k | 337.84 |
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| Credicorp (BAP) | 0.1 | $560k | 1.7k | 339.18 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $555k | 6.0k | 92.74 |
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| Danaher Corporation (DHR) | 0.1 | $522k | 2.8k | 189.60 |
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| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.1 | $517k | 11k | 47.93 |
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| Linde SHS (LIN) | 0.1 | $514k | +39% | 1.0k | 495.76 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $508k | 11k | 48.46 |
|
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.1 | $498k | 5.3k | 94.06 |
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| Wisdomtree Tr Us Midcap Fund (EZM) | 0.1 | $491k | 7.3k | 67.22 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $489k | +29% | 9.0k | 54.05 |
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| Qualcomm (QCOM) | 0.1 | $481k | +4% | 3.7k | 128.79 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $478k | +36% | 2.6k | 181.42 |
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| Stryker Corporation (SYK) | 0.0 | $471k | +9% | 1.4k | 328.59 |
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| D.R. Horton (DHI) | 0.0 | $459k | 3.3k | 137.22 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $459k | 6.2k | 73.64 |
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| Capital One Financial (COF) | 0.0 | $444k | +9% | 2.4k | 182.43 |
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| GSK Sponsored Adr (GSK) | 0.0 | $442k | 8.0k | 55.19 |
|
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| Amphenol Corp Cl A (APH) | 0.0 | $440k | +27% | 3.5k | 126.35 |
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| Pfizer (PFE) | 0.0 | $439k | +25% | 16k | 28.08 |
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| American Express Company (AXP) | 0.0 | $433k | +7% | 1.4k | 302.53 |
|
| Gilead Sciences (GILD) | 0.0 | $432k | +29% | 3.1k | 139.37 |
|
| Deere & Company (DE) | 0.0 | $430k | +15% | 764.00 | 562.99 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $426k | 18k | 24.24 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $417k | +5% | 466.00 | 895.24 |
|
| Servicenow (NOW) | 0.0 | $410k | +33% | 3.9k | 104.55 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $409k | +2% | 2.8k | 146.61 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $406k | +13% | 8.8k | 46.23 |
|
| Chubb (CB) | 0.0 | $405k | +19% | 1.2k | 325.93 |
|
| AutoZone (AZO) | 0.0 | $399k | +2% | 118.00 | 3377.78 |
|
| Lowe's Companies (LOW) | 0.0 | $398k | 1.7k | 236.28 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $395k | +4% | 4.4k | 89.59 |
|
| Trane Technologies SHS (TT) | 0.0 | $394k | +13% | 946.00 | 416.74 |
|
| Rbc Cad (RY) | 0.0 | $392k | 2.4k | 161.78 |
|
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $386k | 11k | 35.53 |
|
|
| Target Corporation (TGT) | 0.0 | $383k | +15% | 3.2k | 121.20 |
|
| Blackrock (BLK) | 0.0 | $383k | +20% | 398.00 | 961.71 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $380k | 6.5k | 58.54 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $378k | +7% | 3.1k | 122.78 |
|
| Honeywell International (HON) | 0.0 | $374k | +33% | 1.7k | 226.03 |
|
| UnitedHealth (UNH) | 0.0 | $373k | -13% | 1.4k | 270.56 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $366k | +14% | 2.8k | 130.95 |
|
| salesforce (CRM) | 0.0 | $364k | +25% | 1.9k | 186.68 |
|
| Walt Disney Company (DIS) | 0.0 | $359k | +5% | 3.7k | 96.39 |
|
| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $355k | 14k | 24.63 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $354k | +10% | 6.1k | 57.64 |
|
| S&p Global (SPGI) | 0.0 | $351k | +5% | 825.00 | 425.34 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.0 | $343k | 7.9k | 43.45 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $340k | 2.5k | 135.34 |
|
|
| Delta Air Lines Com New (DAL) | 0.0 | $340k | +19% | 5.1k | 66.48 |
|
| Totalenergies Se Act (TTE) | 0.0 | $338k | 3.7k | 90.98 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $338k | 3.6k | 93.31 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $337k | -18% | 8.9k | 37.84 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $337k | 5.9k | 56.79 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $336k | -27% | 4.1k | 82.57 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $335k | 1.1k | 295.12 |
|
|
| Emerson Electric (EMR) | 0.0 | $334k | +6% | 2.6k | 131.02 |
|
| Autoliv (ALV) | 0.0 | $330k | +3% | 3.1k | 105.16 |
|
| Cigna Corp (CI) | 0.0 | $329k | +20% | 1.2k | 266.75 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $326k | 1.6k | 198.14 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $322k | -2% | 3.0k | 109.00 |
|
| Grupo Aeroportunario Del Pac Spon Ads B (PAC) | 0.0 | $321k | 1.3k | 246.87 |
|
|
| Ameren Corporation (AEE) | 0.0 | $320k | +8% | 2.9k | 109.92 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $315k | -34% | 11k | 28.71 |
|
| Sun Life Financial (SLF) | 0.0 | $313k | 5.0k | 62.56 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $312k | +5% | 6.8k | 45.97 |
|
| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.0 | $311k | +366% | 12k | 26.06 |
|
| Intercontinental Exchange (ICE) | 0.0 | $307k | +20% | 2.0k | 157.28 |
|
| Fifth Third Ban (FITB) | 0.0 | $303k | +44% | 6.5k | 46.46 |
|
| Hca Holdings (HCA) | 0.0 | $302k | +13% | 639.00 | 473.24 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $300k | +13% | 650.00 | 460.99 |
|
| American Electric Power Company (AEP) | 0.0 | $299k | +11% | 2.3k | 131.08 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $299k | 3.2k | 93.29 |
|
|
| Ross Stores (ROST) | 0.0 | $298k | +27% | 1.4k | 216.63 |
|
| McKesson Corporation (MCK) | 0.0 | $296k | +28% | 342.00 | 865.36 |
|
Past Filings by CVA Family Office
SEC 13F filings are viewable for CVA Family Office going back to 2019
- CVA Family Office 2026 Q1 filed April 29, 2026
- 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