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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 23.95% of CVA Family Office's stock portfolio.
Added to shares of these 10 stocks: FNDF, DFAU, NVDA, ET, AVDE, BINC, AGG, SHV, MUB, SCHX.
Started 94 new stock positions in CRTO, PLXS, Foot Locker, AMBA, CPRI, M, W, CIEN, SMST, FCNCA.
Reduced shares in these 10 stocks: SCHD, DFUS, VOO, JEPI, JMUB, NEAR, VGT, AVUV, DFAS, SCHM.
Sold out of its positions in AGCO, APG, ALG, AA, AQN, ALIT, Allakos, ALGM, ALLY, OKLO.
CVA Family Office was a net buyer of stock by $11M.
CVA Family Office has $712M in assets under management (AUM), dropping by 9.08%.
Central Index Key (CIK): 0001802084

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Portfolio Holdings for CVA Family Office

CVA Family Office holds 1279 positions in its portfolio as reported in the June 2025 quarterly 13F filing

CVA Family Office has 1279 total positions. Only the first 250 positions are shown.

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Download the CVA Family Office June 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	8.6	$61M	-5%	2.3M	26.50	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	5.5	$39M	+9%	974k	40.02	View chart
Vanguard World Inf Tech Etf (VGT)	3.7	$26M		40k	663.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.1	$22M	-4%	39k	568.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.1	$22M		35k	620.90	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.5	$18M	+13%	423k	42.36	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.4	$17M	+10%	235k	74.01	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.3	$17M	+2%	465k	35.84	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.1	$15M	+2%	151k	100.82	View chart
NVIDIA Corporation (NVDA)	1.8	$13M	+16%	83k	157.99	View chart
Microsoft Corporation (MSFT)	1.8	$13M	+3%	26k	497.42	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.7	$12M	+6%	495k	24.44	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.6	$11M	-7%	200k	56.85	View chart
Apple (AAPL)	1.6	$11M		55k	205.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.5	$11M	+6%	51k	204.67	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.5	$10M	+13%	105k	99.20	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.5	$10M	+3%	301k	34.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$8.8M	+2%	29k	303.93	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.2	$8.7M	+16%	164k	52.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$8.5M	+2%	16k	551.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$8.3M		145k	57.01	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	1.1	$8.0M	+3%	244k	33.01	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$7.2M	+3%	304k	23.83	View chart
Vanguard World Health Car Etf (VHT)	0.9	$6.7M		27k	248.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$6.7M		14k	485.77	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.9	$6.4M	+2%	180k	35.56	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.9	$6.3M		52k	121.38	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.9	$6.2M	-3%	100k	61.78	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$6.2M	+4%	46k	133.31	View chart
Broadcom (AVGO)	0.8	$6.0M	-2%	22k	275.65	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.8	$6.0M	-11%	120k	49.64	View chart
Amazon (AMZN)	0.8	$5.8M	+2%	26k	219.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$5.7M	+5%	32k	176.23	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$5.1M	-6%	57k	91.10	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$4.9M	+8%	167k	29.21	View chart
Ishares Tr Short Treas Bd (SHV)	0.7	$4.8M	+28%	43k	110.42	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.7	$4.6M	-3%	189k	24.54	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.7	$4.6M	-26%	69k	67.02	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$4.4M		70k	62.02	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$4.2M		190k	22.10	View chart
Meta Platforms Cl A (META)	0.6	$4.0M	+7%	5.5k	738.13	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$4.0M		17k	240.32	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$3.8M	+3%	46k	83.48	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.5	$3.6M		28k	131.20	View chart
JPMorgan Chase & Co. (JPM)	0.5	$3.3M		12k	289.92	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$3.3M		78k	42.83	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.4	$3.2M		29k	109.70	View chart
Kinder Morgan (KMI)	0.4	$3.1M		106k	29.40	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.4	$3.1M	-3%	42k	73.18	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.4	$3.0M		127k	23.98	View chart
Wal-Mart Stores (WMT)	0.4	$2.9M		29k	97.78	View chart
Coca-Cola Company (KO)	0.4	$2.8M		39k	70.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.7M		25k	109.29	View chart
Tesla Motors (TSLA)	0.4	$2.7M	+13%	8.4k	317.66	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$2.4M	+62%	23k	104.48	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$2.3M	+46%	37k	63.94	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$2.3M		99k	23.24	View chart
Eli Lilly & Co. (LLY)	0.3	$2.2M	-4%	2.8k	779.53	View chart
Mastercard Incorporated Cl A (MA)	0.3	$2.2M		3.9k	561.94	View chart
Visa Com Cl A (V)	0.3	$2.2M		6.1k	355.05	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.3	$2.1M		54k	40.11	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.3	$2.1M	+14%	25k	84.46	View chart
Oracle Corporation (ORCL)	0.3	$2.0M		9.1k	218.63	View chart
Costco Wholesale Corporation (COST)	0.3	$2.0M		2.0k	990.00	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.9M	+4%	23k	82.92	View chart
Cisco Systems (CSCO)	0.3	$1.9M	-3%	27k	69.38	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$1.8M	NEW	100k	18.13	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$1.7M		40k	43.58	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$1.7M	-2%	21k	84.06	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.7M		22k	79.50	View chart
Home Depot (HD)	0.2	$1.6M		4.5k	366.63	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.6M	-5%	8.4k	195.00	View chart
Procter & Gamble Company (PG)	0.2	$1.6M		10k	159.33	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.6M	-4%	15k	107.80	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.2	$1.6M		19k	82.66	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$1.6M	-15%	56k	28.05	View chart
Philip Morris International (PM)	0.2	$1.6M		8.5k	182.14	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$1.5M		53k	28.95	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$1.5M	+8%	4.3k	351.00	View chart
Super Micro Computer Com New (SMCI)	0.2	$1.5M		30k	49.01	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$1.5M		2.00	728800.00	View chart
Netflix (NFLX)	0.2	$1.4M		1.0k	1339.13	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.4M		12k	110.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.3M		3.1k	438.37	View chart
Johnson & Johnson (JNJ)	0.2	$1.3M		8.6k	152.74	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$1.3M		7.5k	171.02	View chart
At&t (T)	0.2	$1.3M		44k	28.94	View chart
Zions Bancorporation (ZION)	0.2	$1.3M	-3%	24k	51.94	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$1.2M		5.7k	219.00	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$1.2M	+3%	42k	29.37	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$1.2M		16k	79.28	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.2	$1.2M	-4%	40k	30.83	View chart
Chevron Corporation (CVX)	0.2	$1.2M	-10%	8.5k	143.18	View chart
Chesapeake Energy Corp (EXE)	0.2	$1.2M		10k	116.93	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.2M		6.6k	176.75	View chart
Solid Power Class A Com (SLDP)	0.2	$1.2M		529k	2.19	View chart
Morgan Stanley Com New (MS)	0.2	$1.1M	+5%	7.9k	140.85	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.1M		7.4k	146.02	View chart
Abbott Laboratories (ABT)	0.1	$1.0M		7.7k	136.01	View chart
Amgen (AMGN)	0.1	$1.0M	-2%	3.7k	279.24	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$1.0M		21k	47.56	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$994k		9.3k	106.34	View chart
Caterpillar (CAT)	0.1	$985k	-2%	2.5k	388.23	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$946k		31k	30.14	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$930k	+3%	17k	54.40	View chart
Medtronic SHS (MDT)	0.1	$909k	-4%	10k	87.17	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$906k		6.8k	132.82	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$887k		11k	83.74	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$880k		11k	78.70	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$853k	-2%	11k	80.11	View chart
Nextera Energy (NEE)	0.1	$841k		12k	69.42	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$819k		9.2k	89.06	View chart
Abbvie (ABBV)	0.1	$819k		4.4k	185.61	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$813k		4.2k	194.23	View chart
Comcast Corp Cl A (CMCSA)	0.1	$800k	-2%	22k	35.69	View chart
Goldman Sachs (GS)	0.1	$796k	-2%	1.1k	707.45	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$771k	-3%	3.4k	226.49	View chart
Cheniere Energy Com New (LNG)	0.1	$768k		3.2k	243.52	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$753k	-7%	1.2k	617.82	View chart
Merck & Co (MRK)	0.1	$750k	-13%	9.5k	79.16	View chart
Marathon Petroleum Corp (MPC)	0.1	$750k	+4%	4.5k	166.11	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$737k		26k	28.65	View chart
Lockheed Martin Corporation (LMT)	0.1	$733k		1.6k	463.14	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$730k	+7%	29k	25.30	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$721k	+2238%	25k	29.43	View chart
Charles Schwab Corporation (SCHW)	0.1	$709k	+2%	7.8k	91.24	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$709k		3.6k	195.42	View chart
International Business Machines (IBM)	0.1	$706k	-12%	2.4k	294.77	View chart
Union Pacific Corporation (UNP)	0.1	$691k	-4%	3.0k	230.08	View chart
Danaher Corporation (DHR)	0.1	$687k	+6%	3.5k	197.54	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$671k		2.2k	304.83	View chart
Novartis Sponsored Adr (NVS)	0.1	$671k		5.5k	121.01	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$661k		11k	60.03	View chart
General Dynamics Corporation (GD)	0.1	$658k		2.3k	291.61	View chart
United Rentals (URI)	0.1	$658k	+3%	873.00	753.40	View chart
3M Company (MMM)	0.1	$652k	-4%	4.3k	152.25	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$640k		7.8k	81.54	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$626k		3.3k	188.64	View chart
Citigroup Com New (C)	0.1	$624k		7.3k	85.12	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$622k	-20%	6.9k	90.12	View chart
Eaton Corp SHS (ETN)	0.1	$621k	+2%	1.7k	356.99	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$620k		12k	50.71	View chart
Servicenow (NOW)	0.1	$620k	+3%	603.00	1028.08	View chart
Ge Aerospace Com New (GE)	0.1	$613k		2.4k	257.39	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$609k	-8%	2.0k	298.89	View chart
Lam Research Corp Com New (LRCX)	0.1	$608k		6.2k	97.34	View chart
Duke Energy Corp Com New (DUK)	0.1	$608k		5.2k	118.00	View chart
Altria (MO)	0.1	$598k	+2%	10k	58.63	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$568k		4.8k	119.10	View chart
CRH Ord (CRH)	0.1	$564k	-3%	6.1k	91.80	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$562k		6.0k	93.87	View chart
Qualcomm (QCOM)	0.1	$551k		3.5k	159.26	View chart
Pepsi (PEP)	0.1	$551k	-9%	4.2k	132.03	View chart
Palantir Technologies Cl A (PLTR)	0.1	$548k	+27%	4.0k	136.32	View chart
F.N.B. Corporation (FNB)	0.1	$546k		38k	14.58	View chart
McDonald's Corporation (MCD)	0.1	$539k	+2%	1.8k	292.17	View chart
Stryker Corporation (SYK)	0.1	$536k	-2%	1.4k	395.63	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$536k		7.9k	67.44	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$534k	+6%	1.5k	366.05	View chart
UnitedHealth (UNH)	0.1	$528k	-31%	1.7k	311.97	View chart
Thermo Fisher Scientific (TMO)	0.1	$527k	-15%	1.3k	405.54	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$518k		7.7k	67.22	View chart
First Tr Exchange-traded Energy Inm Partn (EIPX)	0.1	$517k		20k	25.63	View chart
Wells Fargo & Company (WFC)	0.1	$512k	-2%	6.4k	80.12	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$512k		11k	47.43	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.1	$509k		20k	25.91	View chart
Verizon Communications (VZ)	0.1	$507k	-3%	12k	43.27	View chart
Intuit (INTU)	0.1	$501k	+3%	636.00	787.63	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$500k	-33%	10k	49.03	View chart
Adobe Systems Incorporated (ADBE)	0.1	$500k	-8%	1.3k	386.88	View chart
Waste Management (WM)	0.1	$498k		2.2k	228.82	View chart
ConocoPhillips (COP)	0.1	$491k	-4%	5.5k	89.74	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$487k	+3%	6.6k	73.63	View chart
salesforce (CRM)	0.1	$481k	-6%	1.8k	272.70	View chart
Cigna Corp (CI)	0.1	$478k	+2%	1.4k	330.58	View chart
Linde SHS (LIN)	0.1	$469k		999.00	469.18	View chart
Capital One Financial (COF)	0.1	$468k	+52%	2.2k	212.76	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$466k		5.6k	82.86	View chart
Fiserv (FI)	0.1	$455k	-2%	2.6k	172.41	View chart
Walt Disney Company (DIS)	0.1	$453k		3.7k	124.02	View chart
Advanced Micro Devices (AMD)	0.1	$450k	-13%	3.2k	141.90	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$449k		7.3k	61.77	View chart
AutoZone (AZO)	0.1	$446k		120.00	3712.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$445k	-9%	2.5k	177.39	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$440k		10k	42.28	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$427k		17k	25.42	View chart
S&p Global (SPGI)	0.1	$422k		801.00	527.29	View chart
D.R. Horton (DHI)	0.1	$421k		3.3k	128.92	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.1	$419k		5.2k	80.70	View chart
Bank of America Corporation (BAC)	0.1	$412k	-2%	8.7k	47.32	View chart
Bristol Myers Squibb (BMY)	0.1	$404k	-7%	8.7k	46.29	View chart
Uber Technologies (UBER)	0.1	$404k	+21%	4.3k	93.30	View chart
TJX Companies (TJX)	0.1	$399k		3.2k	123.49	View chart
Applied Materials (AMAT)	0.1	$398k		2.2k	183.10	View chart
CVS Caremark Corporation (CVS)	0.1	$397k	+7%	5.8k	68.98	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$386k		6.6k	58.78	View chart
Starbucks Corporation (SBUX)	0.1	$386k		4.2k	91.63	View chart
General Mills (GIS)	0.1	$384k	-9%	7.4k	51.81	View chart
American Express Company (AXP)	0.1	$384k	+4%	1.2k	318.98	View chart
Lowe's Companies (LOW)	0.1	$377k	+4%	1.7k	221.87	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$376k		2.8k	134.79	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$375k		468.00	801.39	View chart
Honeywell International (HON)	0.1	$373k	+2%	1.6k	232.88	View chart
Credicorp (BAP)	0.1	$369k		1.7k	223.52	View chart
Trane Technologies SHS (TT)	0.1	$364k	-3%	833.00	437.41	View chart
Unilever Spon Adr New (UL)	0.1	$361k		5.9k	61.17	View chart
Kla Corp Com New (KLAC)	0.1	$360k	-6%	402.00	895.74	View chart
Intuitive Surgical Com New (ISRG)	0.1	$359k	-2%	660.00	543.41	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.0	$354k		3.5k	100.93	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$346k		3.2k	109.60	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$345k		7.9k	43.63	View chart
Blackrock (BLK)	0.0	$340k	-5%	324.00	1049.25	View chart
Autoliv (ALV)	0.0	$338k		3.0k	111.90	View chart
Enterprise Products Partners (EPD)	0.0	$338k		11k	31.01	View chart
Sun Life Financial (SLF)	0.0	$332k		5.0k	66.45	View chart
Cintas Corporation (CTAS)	0.0	$332k	+2%	1.5k	222.87	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$332k		1.9k	173.27	View chart
Etf Ser Solutions Us Glb Jets (JETS)	0.0	$331k		14k	22.97	View chart
Ge Vernova (GEV)	0.0	$323k	+10%	610.00	529.15	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$319k		1.1k	280.86	View chart
Rbc Cad (RY)	0.0	$319k		2.4k	131.55	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$315k		3.7k	86.36	View chart
Emerson Electric (EMR)	0.0	$313k		2.3k	133.31	View chart
Intercontinental Exchange (ICE)	0.0	$310k		1.7k	183.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$308k		6.2k	49.46	View chart
GSK Sponsored Adr (GSK)	0.0	$307k		8.0k	38.40	View chart
Pfizer (PFE)	0.0	$303k	+141%	13k	24.24	View chart
Grupo Aeropuerto Del Pacific Spon Ads B (PAC)	0.0	$299k		1.3k	229.62	View chart
Booking Holdings (BKNG)	0.0	$295k	-5%	51.00	5789.24	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$294k	+45%	1.2k	253.32	View chart
Parker-Hannifin Corporation (PH)	0.0	$294k	-10%	421.00	698.47	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$293k	+4%	6.1k	48.24	View chart
Arista Networks Com Shs (ANET)	0.0	$292k	+12%	2.9k	102.31	View chart
Vanguard World Utilities Etf (VPU)	0.0	$290k		1.6k	176.51	View chart
Boston Scientific Corporation (BSX)	0.0	$284k		2.6k	107.41	View chart
Deere & Company (DE)	0.0	$282k	-3%	555.00	508.56	View chart
Progressive Corporation (PGR)	0.0	$281k	+4%	1.1k	266.86	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$278k		2.5k	110.63	View chart
Truist Financial Corp equities (TFC)	0.0	$274k	+3%	6.4k	42.99	View chart
Target Corporation (TGT)	0.0	$272k	+6%	2.8k	98.65	View chart
AFLAC Incorporated (AFL)	0.0	$272k	-6%	2.6k	105.46	View chart
Chubb (CB)	0.0	$272k		938.00	289.72	View chart
Colgate-Palmolive Company (CL)	0.0	$271k	-7%	3.0k	90.89	View chart
Gilead Sciences (GILD)	0.0	$270k	+3%	2.4k	110.87	View chart
Amphenol Corp Cl A (APH)	0.0	$268k	+15%	2.7k	98.75	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$266k		2.0k	134.39	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$266k		3.6k	73.45	View chart
Metropcs Communications (TMUS)	0.0	$263k		1.1k	238.26	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$262k		11k	24.38	View chart
Automatic Data Processing (ADP)	0.0	$261k	+5%	847.00	308.40	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 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
CVA Family Office 2021 Q3 filed Oct. 12, 2021

View all past filings

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