CVA Family Office

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

Tip: Access up to 7 years of quarterly data

Positions held by CVA Family Office consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for CVA Family Office

CVA Family Office holds 1801 positions in its portfolio as reported in the June 2026 quarterly 13F filing

CVA Family Office has 1801 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Fundamental Intl (FNDF) 6.6 $73M +2% 1.4M 52.76
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.5 $61M 1.9M 31.71
 View chart
Vanguard World Inf Tech Etf (VGT) 4.6 $51M +704% 425k 119.52
 View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 4.4 $49M +14% 949k 51.69
 View chart
American Centy Etf Tr Us Eqt Etf (AVUS) 3.8 $42M +4% 325k 128.08
 View chart
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.7 $41M +6% 458k 89.20
 View chart
Dimensional Etf Trust Us High Prof Etf (DUHP) 2.6 $29M +8% 686k 41.73
 View chart
Ishares Tr Core S&p500 Etf (IVV) 2.5 $27M 37k 748.88
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $25M 36k 686.80
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $23M +49% 61k 370.04
 View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE) 1.9 $21M +3% 529k 39.68
 View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 1.9 $21M 473k 44.36
 View chart
Apple (AAPL) 1.7 $19M +2% 65k 289.36
 View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.6 $18M +24% 438k 41.25
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 1.6 $18M +23% 180k 98.98
 View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 1.5 $17M +5% 325k 52.34
 View chart
NVIDIA Corporation (NVDA) 1.5 $17M 83k 200.09
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $16M +12% 227k 71.25
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.3 $15M 440k 33.84
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.3 $15M -2% 498k 29.43
 View chart
Alphabet Cap Stk Cl A (GOOGL) 1.3 $14M 39k 357.37
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $14M 19k 736.40
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 1.2 $13M +4% 54k 236.62
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $12M +27% 76k 158.03
 View chart
Ishares Tr Core Div Grwth (DGRO) 1.0 $11M +9% 151k 75.79
 View chart
Microsoft Corporation (MSFT) 0.9 $11M 28k 373.02
 View chart
Ishares Tr Trust Ishare 0-1 (SHV) 0.8 $9.0M 81k 110.35
 View chart
Broadcom (AVGO) 0.8 $8.9M 24k 377.75
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $8.6M 298k 28.96
 View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.8 $8.4M +10% 103k 81.94
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.7 $8.0M -6% 143k 56.48
 View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.7 $7.7M +5% 152k 50.66
 View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.7 $7.6M 101k 75.31
 View chart
Amazon (AMZN) 0.7 $7.2M +2% 30k 238.34
 View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.7 $7.2M +67% 179k 40.21
 View chart
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK) 0.6 $7.2M -3% 64k 111.55
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $7.0M 14k 500.39
 View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.6 $6.9M -3% 49k 141.89
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.6 $6.7M 54k 124.76
 View chart
Schwab Strategic Tr Fundamental Us L (FNDX) 0.5 $5.9M 189k 31.10
 View chart
Vanguard World Health Car Etf (VHT) 0.5 $5.7M -17% 19k 299.02
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $5.5M +2% 16k 342.83
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $5.5M 197k 27.70
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 0.5 $5.2M +5% 96k 54.02
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $5.0M 65k 77.11
 View chart
Vanguard World Mega Cap Val Etf (MGV) 0.4 $4.6M 28k 163.45
 View chart
JPMorgan Chase & Co. (JPM) 0.4 $4.6M 14k 327.33
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.4 $4.5M -7% 47k 96.58
 View chart
Ishares Tr National Mun Etf (MUB) 0.4 $4.5M +53% 42k 107.62
 View chart
Meta Platforms Cl A (META) 0.4 $4.1M -7% 7.2k 563.28
 View chart
Tesla Motors (TSLA) 0.4 $4.0M +8% 9.5k 420.60
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $3.7M 25k 148.31
 View chart
Eli Lilly & Co. (LLY) 0.3 $3.7M 3.1k 1199.43
 View chart
Flexshares Tr Qualt Divd Idx (QDF) 0.3 $3.7M -2% 41k 89.92
 View chart
Schwab Strategic Tr Fundamental Us B (FNDB) 0.3 $3.3M -3% 107k 30.46
 View chart
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $3.2M +68% 86k 36.84
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $3.2M +8% 137k 23.13
 View chart
Cisco Systems (CSCO) 0.3 $3.1M 26k 117.46
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.3 $3.1M +601% 36k 86.14
 View chart
Wal-Mart Stores (WMT) 0.3 $3.0M -14% 27k 113.26
 View chart
Caterpillar (CAT) 0.3 $3.0M 2.8k 1064.78
 View chart
Coca-Cola Company (KO) 0.3 $2.9M 35k 81.27
 View chart
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $2.8M 148k 19.12
 View chart
Lam Research Corp Com New (LRCX) 0.3 $2.8M 6.5k 433.33
 View chart
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $2.7M +18% 9.4k 285.58
 View chart
Flexshares Tr Mornstar Upstr (GUNR) 0.2 $2.5M -3% 51k 49.28
 View chart
Ishares Tr Agency Bond Etf (AGZ) 0.2 $2.5M 23k 109.27
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $2.5M +14% 30k 82.65
 View chart
Johnson & Johnson (JNJ) 0.2 $2.5M -2% 9.7k 253.98
 View chart
Exxon Mobil Corporation (XOM) 0.2 $2.4M 18k 136.72
 View chart
Visa Com Cl A (V) 0.2 $2.4M +2% 7.0k 343.10
 View chart
Advanced Micro Devices (AMD) 0.2 $2.2M 3.8k 580.91
 View chart
Mastercard Incorporated Cl A (MA) 0.2 $2.2M -3% 4.2k 513.55
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.2 $2.1M +4% 6.0k 353.33
 View chart
Spdr Series Trust St Str Conv Etf (CWB) 0.2 $2.1M 19k 107.82
 View chart
Micron Technology (MU) 0.2 $2.0M +6% 1.8k 1154.29
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $2.0M 55k 36.87
 View chart
Costco Wholesale Corporation (COST) 0.2 $1.9M -4% 2.1k 935.63
 View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $1.9M +31% 31k 61.46
 View chart
Applied Materials (AMAT) 0.2 $1.9M 2.6k 723.11
 View chart
Kinder Morgan (KMI) 0.2 $1.8M -17% 57k 31.97
 View chart
Ishares Tr Russell 3000 Etf (IWV) 0.2 $1.8M 4.3k 426.40
 View chart
Morgan Stanley Com New (MS) 0.2 $1.8M 8.6k 209.05
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.7M 13k 137.53
 View chart
Chevron Corporation (CVX) 0.2 $1.7M +5% 10k 165.76
 View chart
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $1.7M 29k 58.92
 View chart
Zions Bancorporation (ZION) 0.2 $1.7M 25k 69.19
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.6M +5% 21k 79.03
 View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $1.6M 3.3k 477.57
 View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $1.5M 15k 103.05
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.5M 2.00 748850.00
 View chart
Kla Corp Com New (KLAC) 0.1 $1.5M +899% 5.0k 301.71
 View chart
Home Depot (HD) 0.1 $1.5M -9% 4.2k 352.68
 View chart
Raytheon Technologies Corp (RTX) 0.1 $1.5M 7.8k 189.72
 View chart
Philip Morris International (PM) 0.1 $1.5M -3% 8.2k 180.92
 View chart
Oracle Corporation (ORCL) 0.1 $1.5M +7% 10k 146.55
 View chart
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $1.5M -15% 17k 87.71
 View chart
Amgen (AMGN) 0.1 $1.5M 4.0k 362.12
 View chart
Merck & Co (MRK) 0.1 $1.4M 11k 128.50
 View chart
Vanguard World Comm Srvc Etf (VOX) 0.1 $1.4M +3% 7.7k 183.95
 View chart
Marathon Petroleum Corp (MPC) 0.1 $1.4M +14% 5.4k 255.67
 View chart
Vanguard Index Fds Value Etf (VTV) 0.1 $1.4M 6.2k 217.92
 View chart
Procter & Gamble Company (PG) 0.1 $1.3M -4% 9.1k 146.64
 View chart
Goldman Sachs (GS) 0.1 $1.3M 1.3k 1010.99
 View chart
PDF Solutions (PDFS) 0.1 $1.3M 18k 70.79
 View chart
Spdr Series Trust St Str Rate Etf (FLRN) 0.1 $1.2M 40k 30.85
 View chart
Abbvie (ABBV) 0.1 $1.2M -5% 4.9k 251.64
 View chart
Ishares Tr Select Divid Etf (DVY) 0.1 $1.2M 7.8k 156.29
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.2M 15k 77.91
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.1M 12k 96.43
 View chart
Citigroup Com New (C) 0.1 $1.1M 8.1k 139.96
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.1M -12% 4.5k 243.01
 View chart
Vanguard World Consum Stp Etf (VDC) 0.1 $1.1M -14% 4.8k 225.49
 View chart
Nextera Energy (NEE) 0.1 $1.1M 12k 87.77
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $1.1M 21k 50.84
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $1.1M 29k 36.13
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $1.0M +11% 9.6k 106.47
 View chart
United Rentals (URI) 0.1 $1.0M 898.00 1132.89
 View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $1.0M 11k 95.62
 View chart
Ge Aerospace Com New (GE) 0.1 $1.0M 2.7k 373.73
 View chart
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $1.0M 10k 98.20
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.0M +2% 28k 36.26
 View chart
Diodes Incorporated (DIOD) 0.1 $994k 9.1k 109.44
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $988k 14k 69.90
 View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $982k NEW 19k 50.49
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $955k 3.9k 242.43
 View chart
UnitedHealth (UNH) 0.1 $955k +66% 2.3k 415.62
 View chart
Chesapeake Energy Corp (EXE) 0.1 $953k 11k 91.19
 View chart
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $931k 468.00 1989.44
 View chart
Ishares Core Msci Emkt (IEMG) 0.1 $922k +6% 11k 82.84
 View chart
Vanguard Wellington Short Trm Tax Ex (VTES) 0.1 $907k 9.0k 101.31
 View chart
Union Pacific Corporation (UNP) 0.1 $901k 3.3k 272.00
 View chart
Schwab Strategic Tr Fundamental Us S (FNDA) 0.1 $893k 24k 38.06
 View chart
Western Digital (WDC) 0.1 $885k +26% 1.4k 638.72
 View chart
Novartis Sponsored Adr (NVS) 0.1 $869k 5.5k 156.72
 View chart
At&t (T) 0.1 $868k -9% 42k 20.70
 View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $862k +15% 1.2k 747.06
 View chart
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $858k 34k 25.25
 View chart
General Dynamics Corporation (GD) 0.1 $848k 2.4k 354.22
 View chart
Intel Corporation (INTC) 0.1 $848k +4% 6.1k 139.64
 View chart
Ge Vernova (GEV) 0.1 $837k 712.00 1174.86
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $824k 3.6k 227.06
 View chart
Lockheed Martin Corporation (LMT) 0.1 $813k 1.6k 509.61
 View chart
Eaton Corp SHS (ETN) 0.1 $812k 1.9k 426.12
 View chart
Ishares Tr Us Aer Def Etf (ITA) 0.1 $809k 3.3k 242.42
 View chart
International Business Machines (IBM) 0.1 $805k -2% 2.9k 281.20
 View chart
Sandisk Corp (SNDK) 0.1 $798k +30% 351.00 2273.73
 View chart
Cheniere Energy Com New (LNG) 0.1 $794k 3.3k 239.01
 View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.1 $793k 20k 38.79
 View chart
Netflix (NFLX) 0.1 $793k -7% 11k 71.40
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $789k +46% 13k 59.69
 View chart
Medtronic SHS (MDT) 0.1 $789k -6% 10k 78.23
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.1 $782k +387% 8.9k 87.91
 View chart
Marvell Technology (MRVL) 0.1 $779k 2.6k 297.94
 View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $773k 32k 24.14
 View chart
Bank of America Corporation (BAC) 0.1 $765k +2% 13k 56.98
 View chart
Charles Schwab Corporation (SCHW) 0.1 $758k 8.2k 92.27
 View chart
ConocoPhillips (COP) 0.1 $751k +26% 7.2k 103.96
 View chart
Ishares Tr Ibonds Dec 2033 (IBDY) 0.1 $750k 29k 25.75
 View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $750k 8.0k 93.38
 View chart
3M Company (MMM) 0.1 $746k +2% 4.6k 161.92
 View chart
Altria (MO) 0.1 $743k 10k 71.95
 View chart
Thermo Fisher Scientific (TMO) 0.1 $740k -5% 1.5k 501.45
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $739k -9% 15k 50.58
 View chart
F.N.B. Corporation (FNB) 0.1 $726k 38k 19.08
 View chart
CRH Ord (CRH) 0.1 $697k 6.5k 107.00
 View chart
Duke Energy Corp Com New (DUK) 0.1 $693k 5.5k 126.58
 View chart
Ishares Tr Ultra Short Dur (ICSH) 0.1 $682k 14k 50.58
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $673k 1.8k 368.38
 View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.1 $669k 7.1k 94.42
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.1 $665k 2.6k 252.23
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $663k 7.9k 83.75
 View chart
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $658k +16% 682.00 965.00
 View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) 0.1 $657k 13k 50.66
 View chart
First Tr Exchange-traded Energy Inm Partn (EIPX) 0.1 $651k 21k 31.30
 View chart
Credicorp (BAP) 0.1 $643k 1.7k 389.58
 View chart
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $642k 28k 23.16
 View chart
Amphenol Corp Cl A (APH) 0.1 $621k 3.5k 176.32
 View chart
Wells Fargo & Company (WFC) 0.1 $614k 7.4k 82.64
 View chart
Palantir Technologies Cl A (PLTR) 0.1 $611k +2% 5.2k 116.67
 View chart
Waste Management (WM) 0.1 $594k +3% 2.7k 222.89
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.1 $590k +22% 773.00 763.14
 View chart
TJX Companies (TJX) 0.1 $587k 3.9k 151.50
 View chart
Ishares Tr Msci Usa Min Etf (USMV) 0.1 $586k 6.1k 96.46
 View chart
Verizon Communications (VZ) 0.1 $584k -6% 14k 42.34
 View chart
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $576k 11k 55.01
 View chart
Dell Technologies CL C (DELL) 0.1 $572k +7% 1.3k 431.54
 View chart
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $553k -11% 4.7k 117.46
 View chart
Linde SHS (LIN) 0.1 $553k +2% 1.1k 518.94
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $547k +19% 7.4k 73.41
 View chart
Arista Networks Com Shs (ANET) 0.0 $540k +3% 3.2k 169.88
 View chart
Bristol Myers Squibb (BMY) 0.0 $536k -5% 9.3k 57.62
 View chart
American Express Company (AXP) 0.0 $533k +9% 1.6k 338.35
 View chart
Abbott Laboratories (ABT) 0.0 $526k -14% 5.8k 90.74
 View chart
Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $524k -5% 6.9k 75.78
 View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.0 $521k 11k 48.34
 View chart
J P Morgan Exchange Traded F Beta Cda Etf New (BBCA) 0.0 $517k 5.2k 99.40
 View chart
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $512k +22% 2.7k 190.48
 View chart
Rbc Cad (RY) 0.0 $502k 2.4k 206.97
 View chart
Stmicroelectronics N V Ny Registry (STM) 0.0 $498k -2% 6.6k 74.89
 View chart
McDonald's Corporation (MCD) 0.0 $494k -12% 1.8k 270.31
 View chart
Delta Air Lines Com New (DAL) 0.0 $492k +2% 5.3k 93.66
 View chart
Danaher Corporation (DHR) 0.0 $487k -7% 2.6k 190.48
 View chart
Corning Incorporated (GLW) 0.0 $475k 1.9k 255.43
 View chart
D.R. Horton (DHI) 0.0 $474k -12% 2.9k 162.88
 View chart
Parker-Hannifin Corporation (PH) 0.0 $473k +3% 484.00 978.12
 View chart
Deere & Company (DE) 0.0 $471k -2% 742.00 634.10
 View chart
Trane Technologies SHS (TT) 0.0 $465k 947.00 491.16
 View chart
Capital One Financial (COF) 0.0 $459k -5% 2.3k 200.62
 View chart
Qualcomm (QCOM) 0.0 $456k -33% 2.5k 184.75
 View chart
Starbucks Corporation (SBUX) 0.0 $451k 4.4k 102.19
 View chart
Bank Of Montreal Cadcom (BMO) 0.0 $444k 2.5k 176.70
 View chart
Toronto Dominion Bk Ont Com New (TD) 0.0 $439k 3.6k 121.43
 View chart
Stryker Corporation (SYK) 0.0 $438k -2% 1.4k 314.84
 View chart
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $436k 8.8k 49.55
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $429k +13% 7.4k 58.20
 View chart
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $426k 18k 24.22
 View chart
GSK Sponsored Adr (GSK) 0.0 $419k 8.0k 52.42
 View chart
Pepsi (PEP) 0.0 $416k -33% 3.1k 135.42
 View chart
Target Corporation (TGT) 0.0 $416k 3.2k 130.61
 View chart
Chubb (CB) 0.0 $415k 1.2k 340.74
 View chart
Johnson Controls Internation SHS (JCI) 0.0 $409k 2.8k 146.11
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $405k 5.9k 68.41
 View chart
Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $405k 11k 37.26
 View chart
Etf Ser Solutions Us Glb Jets (JETS) 0.0 $398k -17% 12k 33.22
 View chart
Palo Alto Networks (PANW) 0.0 $397k +59% 1.2k 341.02
 View chart
Fifth Third Ban (FITB) 0.0 $395k +7% 7.0k 56.37
 View chart
Sun Life Financial (SLF) 0.0 $392k 5.0k 78.42
 View chart
Tower Semiconductor Shs New (TSEM) 0.0 $391k 1.5k 260.64
 View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $385k 1.1k 338.72
 View chart
Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $383k 3.7k 104.92
 View chart
Walt Disney Company (DIS) 0.0 $380k +5% 3.9k 96.26
 View chart
Mondelez Intl Cl A (MDLZ) 0.0 $379k +6% 6.6k 57.84
 View chart
CVS Caremark Corporation (CVS) 0.0 $377k +3% 3.6k 103.45
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $368k +10% 4.5k 82.11
 View chart
AutoZone (AZO) 0.0 $368k -2% 115.00 3195.94
 View chart
Autoliv (ALV) 0.0 $367k 3.2k 116.17
 View chart
Emerson Electric (EMR) 0.0 $363k 2.5k 143.13
 View chart
Select Sector Spdr Tr St Str Care Etf (XLV) 0.0 $358k -19% 2.3k 158.66
 View chart
PNC Financial Services (PNC) 0.0 $355k +9% 1.4k 246.26
 View chart
Pfizer (PFE) 0.0 $352k -6% 15k 24.08
 View chart
Silicon Motion Technology Sponsored Adr (SIMO) 0.0 $351k 1.1k 333.33
 View chart
Blackrock (BLK) 0.0 $348k -9% 362.00 961.56
 View chart
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $347k 4.0k 87.04
 View chart
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $343k 7.9k 43.48
 View chart
Applovin Corp Com Cl A (APP) 0.0 $336k +116% 652.00 515.23
 View chart
Servicenow (NOW) 0.0 $334k -14% 3.4k 99.28
 View chart
United Parcel Svcs CL B (UPS) 0.0 $331k +7% 3.1k 107.50
 View chart
Grupo Aeroportunario Del Pac Spon Ads B (PAC) 0.0 $329k 1.3k 253.16
 View chart
Enterprise Products Partners (EPD) 0.0 $327k 8.9k 36.76
 View chart

Past Filings by CVA Family Office

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

View all past filings