Cva Family Office, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$949.6M
Q ending 2026-03-31
Prior quarter
$869.5M
Q ending 2025-12-31
Change
+9.2% QoQ · +45.6% YoY
Positions
1,838
reported holdings
Largest positions
Top 100 of 1,838 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | FNDF | Shares | $66.1M | 1.4M |
| Schwab Strategic Tr | SCHD | Shares | $58.6M | 1.9M |
| Dimensional Etf Trust | DFAU | Shares | $37.5M | 832K |
| Vanguard World Fd | VGT | Shares | $36.8M | 53K |
| American Centy Etf Tr | AVDE | Shares | $36.5M | 430K |
| American Centy Etf Tr | AVUS | Shares | $34.5M | 311K |
| Ishares Tr | IVV | Shares | $23.8M | 36K |
| Dimensional Etf Trust | DUHP | Shares | $23.3M | 634K |
| Vanguard Index Fds | VOO | Shares | $21.5M | 36K |
| Schwab Strategic Tr | FNDE | Shares | $19.5M | 510K |
| Dimensional Etf Trust | DFAC | Shares | $18.0M | 464K |
| Apple Inc | AAPL | Shares | $16.1M | 63K |
| Blackrock Etf Trust Ii | BINC | Shares | $16.1M | 309K |
| Ishares Tr | AGG | Shares | $14.5M | 146K |
| Nvidia Corporation | NVDA | Shares | $14.4M | 83K |
| Dimensional Etf Trust | DFAI | Shares | $13.7M | 351K |
| Schwab Strategic Tr | SCHX | Shares | $13.1M | 512K |
| Vanguard Index Fds | VTI | Shares | $13.0M | 41K |
| Vanguard Tax-Managed Fds | VEA | Shares | $12.9M | 201K |
| Schwab Strategic Tr | SCHG | Shares | $12.6M | 433K |
| Vanguard Specialized Funds | VIG | Shares | $11.3M | 52K |
| Alphabet Inc | GOOGL | Shares | $11.1M | 39K |
| Invesco Qqq Tr | QQQ | Shares | $10.7M | 18K |
| Microsoft Corp | MSFT | Shares | $10.6M | 29K |
| Ishares Tr | DGRO | Shares | $9.7M | 138K |
| Ishares Tr | SHV | Shares | $8.9M | 81K |
| Vanguard Whitehall Fds | VYM | Shares | $8.8M | 59K |
| J P Morgan Exchange Traded F | JEPI | Shares | $8.7M | 153K |
| Schwab Strategic Tr | SCHB | Shares | $7.5M | 298K |
| Broadcom Inc | AVGO | Shares | $7.4M | 24K |
| J P Morgan Exchange Traded F | JMUB | Shares | $7.2M | 145K |
| J P Morgan Exchange Traded F | BBJP | Shares | $7.0M | 101K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $6.7M | 14K |
| Dimensional Etf Trust | DFUS | Shares | $6.6M | 93K |
| Goldman Sachs Etf Tr | GSLC | Shares | $6.3M | 51K |
| Vanguard World Fd | VHT | Shares | $6.2M | 23K |
| Amazon Com Inc | AMZN | Shares | $6.2M | 30K |
| American Centy Etf Tr | AVUV | Shares | $6.0M | 54K |
| J P Morgan Exchange Traded F | JTEK | Shares | $5.3M | 66K |
| Schwab Strategic Tr | FNDX | Shares | $5.3M | 189K |
| Schwab Strategic Tr | SCHF | Shares | $4.8M | 194K |
| Dimensional Etf Trust | DFIV | Shares | $4.8M | 91K |
| Ishares Tr | IEFA | Shares | $4.6M | 51K |
| Meta Platforms Inc | META | Shares | $4.5M | 8K |
| Ishares Tr | IJH | Shares | $4.4M | 64K |
| Vanguard World Fd | MGV | Shares | $4.1M | 28K |
| Jpmorgan Chase & Co | JPM | Shares | $4.0M | 14K |
| Walmart Inc | WMT | Shares | $3.9M | 31K |
| Ishares Tr | MTUM | Shares | $3.8M | 16K |
| Dimensional Etf Trust | DFAE | Shares | $3.6M | 107K |
| Flexshares Tr | QDF | Shares | $3.3M | 42K |
| Tesla Inc | TSLA | Shares | $3.2M | 9K |
| Ishares Tr | IJR | Shares | $3.1M | 25K |
| Schwab Strategic Tr | FNDB | Shares | $3.0M | 110K |
| Schwab Strategic Tr | SCHZ | Shares | $2.9M | 127K |
| Flexshares Tr | GUNR | Shares | $2.9M | 53K |
| Exxon Mobil Corp | XOM | Shares | $2.9M | 17K |
| Ishares Tr | MUB | Shares | $2.9M | 27K |
| Energy Transfer L P | ET | Shares | $2.8M | 147K |
| Eli Lilly & Co | LLY | Shares | $2.8M | 3K |
| Coca Cola Co | KO | Shares | $2.7M | 35K |
| Ishares Tr | AGZ | Shares | $2.5M | 23K |
| Johnson & Johnson | JNJ | Shares | $2.4M | 10K |
| Kinder Morgan Inc Del | KMI | Shares | $2.3M | 69K |
| Vanguard Index Fds | VUG | Shares | $2.2M | 5K |
| Costco Wholesale Corporation | COST | Shares | $2.2M | 2K |
| Mastercard Incorporated | MA | Shares | $2.2M | 4K |
| Vanguard Scottsdale Fds | VCIT | Shares | $2.2M | 26K |
| Visa Inc | V | Shares | $2.0M | 7K |
| Cisco Sys Inc | CSCO | Shares | $2.0M | 26K |
| Chevron Corporation | CVX | Shares | $2.0M | 10K |
| Caterpillar Inc | CAT | Shares | $2.0M | 3K |
| Ishares Tr | EFAV | Shares | $1.8M | 20K |
| Spdr Series Trust | CWB | Shares | $1.8M | 19K |
| Dimensional Etf Trust | DFAX | Shares | $1.7M | 51K |
| Schwab Strategic Tr | SCHM | Shares | $1.7M | 55K |
| Fidelity Covington Trust | FTEC | Shares | $1.7M | 8K |
| Alphabet Inc | GOOG | Shares | $1.6M | 6K |
| Ishares Tr | IWV | Shares | $1.6M | 4K |
| Vanguard Scottsdale Fds | VCSH | Shares | $1.6M | 20K |
| Home Depot Inc | HD | Shares | $1.5M | 5K |
| Rtx Corporation | RTX | Shares | $1.5M | 8K |
| American Centy Etf Tr | AVDV | Shares | $1.5M | 15K |
| Global X Fds | PAVE | Shares | $1.5M | 29K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $1.4M | 2 |
| Ishares Tr | IVW | Shares | $1.4M | 13K |
| Amgen Inc | AMGN | Shares | $1.4M | 4K |
| Morgan Stanley | MS | Shares | $1.4M | 9K |
| Philip Morris Intl Inc | PM | Shares | $1.4M | 9K |
| Zions Bancorporation Natl As | ZION | Shares | $1.4M | 24K |
| Oracle Corp | ORCL | Shares | $1.4M | 9K |
| Lam Research Corp | LRCX | Shares | $1.4M | 6K |
| Procter & Gamble Co | PG | Shares | $1.4M | 9K |
| At&T Inc | T | Shares | $1.3M | 46K |
| Vanguard World Fd | VOX | Shares | $1.3M | 7K |
| Merck & Co Inc | MRK | Shares | $1.3M | 11K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $1.3M | 24K |
| Vanguard World Fd | VDC | Shares | $1.2M | 6K |
| Spdr Series Trust | FLRN | Shares | $1.2M | 40K |
| Vanguard Index Fds | VTV | Shares | $1.2M | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.