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 51–100 of 1,288
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FNDB | SCHWAB STRATEGIC TR | 124K | $1M+ | SH |
| WMT | WALMART INC | 29K | $1M+ | SH |
| LLY | ELI LILLY & CO | 3K | $1M+ | SH |
| IJR | ISHARES TR | 24K | $1M+ | SH |
| MUB | ISHARES TR | 27K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 116K | $1M+ | SH |
| AGZ | ISHARES TR | 24K | $1M+ | SH |
| GUNR | FLEXSHARES TR | 53K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 29K | $1M+ | SH |
| KO | COCA COLA CO | 34K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 4K | $1M+ | SH |
| V | VISA INC | 6K | $1M+ | SH |
| CSCO | CISCO SYS INC | 25K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 9K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 68K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 15K | $1M+ | SH |
| EFAV | ISHARES TR | 21K | $1M+ | SH |
| PAVE | GLOBAL X FDS | 37K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 54K | $1M+ | SH |
| ORCL | ORACLE CORP | 9K | $1M+ | SH |
| CWB | SPDR SERIES TRUST | 19K | $1M+ | SH |
| IWV | ISHARES TR | 4K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 55K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 21K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| IVW | ISHARES TR | 12K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 46K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| VOX | VANGUARD WORLD FD | 7K | $1M+ | SH |
| ZION | ZIONS BANCORPORATION N A | 24K | $1M+ | SH |
| MS | MORGAN STANLEY | 8K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 15K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 9K | $1M+ | SH |
| RTX | RTX CORPORATION | 7K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 9K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 8K | $1M+ | SH |
| FLRN | SPDR SERIES TRUST | 40K | $1M+ | SH |
| AMGN | AMGEN INC | 4K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| VDC | VANGUARD WORLD FD | 6K | $1M+ | SH |
| EXE | EXPAND ENERGY CORPORATION | 10K | $1M+ | SH |
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 14K | $1M+ | SH |
| DVY | ISHARES TR | 8K | $1M+ | SH |
| T | AT&T INC | 43K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 6K | $1M+ | SH |