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 151–200 of 1,288
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WFC | WELLS FARGO CO NEW | 6K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 5K | $500K+ | SH |
| IEI | ISHARES TR | 5K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 8K | $500K+ | SH |
| IBDT | ISHARES TR | 22K | $500K+ | SH |
| USMV | ISHARES TR | 6K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 2K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 11K | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 10K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| EIPX | FIRST TR EXCHANGE-TRADED FD | 21K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 11K | $500K+ | SH |
| IBDY | ISHARES TR | 20K | $500K+ | SH |
| PDFS | PDF SOLUTIONS INC | 18K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 2K | $500K+ | SH |
| CMCSA | COMCAST CORP NEW | 17K | $500K+ | SH |
| ASML | ASML HOLDING N V | 468 | $500K+ | SH |
| KLAC | KLA CORP | 406 | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 3K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $100K–$500K | SH |
| EZM | WISDOMTREE TR | 7K | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 10K | $100K–$500K | SH |
| BBCA | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 12K | $100K–$500K | SH |
| DHI | D R HORTON INC | 3K | $100K–$500K | SH |
| BAP | CREDICORP LTD | 2K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 5K | $100K–$500K | SH |
| SHY | ISHARES TR | 6K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 6K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 1K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 8K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 3K | $100K–$500K | SH |
| DIOD | DIODES INC | 9K | $100K–$500K | SH |
| IBDS | ISHARES TR | 18K | $100K–$500K | SH |
| NEAR | ISHARES U S ETF TR | 8K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 5K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| INTU | INTUIT | 630 | $100K–$500K | SH |
| ADBE | ADOBE INC | 1K | $100K–$500K | SH |
| RY | ROYAL BK CDA | 2K | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 2K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 779 | $100K–$500K | SH |
| JETS | ETF SER SOLUTIONS | 14K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 617 | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 4K | $100K–$500K | SH |
| GSK | GSK PLC | 8K | $100K–$500K | SH |