CIK 1802084
CVA Family Office, LLC
Institutional 13F holdings & portfolio
Holdings
1,288
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,288
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 2.0M | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 1.2M | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 50K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 650K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 357K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 261K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 44K | $1M+ | SH |
| IVV | ISHARES TR | 36K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 521K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 469K | $1M+ | SH |
| AAPL | APPLE INC | 59K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 288K | $1M+ | SH |
| AGG | ISHARES TR | 139K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 507K | $1M+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 374K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 72K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 403K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 332K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 26K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 18K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 51K | $1M+ | SH |
| GOOGL | ALPHABET INC | 36K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 31K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 175K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 147K | $1M+ | SH |
| SHV | ISHARES TR | 77K | $1M+ | SH |
| DGRO | ISHARES TR | 116K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 301K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 54K | $1M+ | SH |
| AVGO | BROADCOM INC | 22K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 25K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 13K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 51K | $1M+ | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F | 101K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 124K | $1M+ | SH |
| AMZN | AMAZON COM INC | 26K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 81K | $1M+ | SH |
| JTEK | J P MORGAN EXCHANGE TRADED F | 66K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 54K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 189K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 189K | $1M+ | SH |
| IJH | ISHARES TR | 68K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 88K | $1M+ | SH |
| META | META PLATFORMS INC | 6K | $1M+ | SH |
| IEFA | ISHARES TR | 47K | $1M+ | SH |
| MTUM | ISHARES TR | 16K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 28K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 12K | $1M+ | SH |
| TSLA | TESLA INC | 8K | $1M+ | SH |
| QDF | FLEXSHARES TR | 42K | $1M+ | SH |