Cva Family Office, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Cva Family Office, LLC disclosed 1838 US equity positions worth $949.6m in its Q1 2026 13F filing. The largest position was FNDF at 7.0% of the reported book, followed by SCHD and DFAU.
What did Cva Family Office, LLC own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | FNDF SCHWAB STRATEGIC TR | 7.0% | $66.1m | 1,351,127 | – | ||
| 2 | SCHD SCHWAB STRATEGIC TR | 6.2% | $58.6m | 1,911,610 | – | ||
| 3 | DFAU DIMENSIONAL ETF TRUST | 4.0% | $37.5m | 831,776 | – | ||
| 4 | VGT VANGUARD WORLD FD | 3.9% | $36.8m | 52,800 | – | ||
| 5 | AVDE AMERICAN CENTY ETF TR | 3.8% | $36.5m | 429,697 | – | ||
| 6 | AVUS AMERICAN CENTY ETF TR | 3.6% | $34.5m | 310,746 | – | ||
| 7 | IVV ISHARES TR | 2.5% | $23.8m | 36,387 | – | ||
| 8 | DUHP DIMENSIONAL ETF TRUST | 2.5% | $23.3m | 633,985 | – | ||
| 9 | VOO VANGUARD INDEX FDS | 2.3% | $21.5m | 35,946 | – | ||
| 10 | FNDE SCHWAB STRATEGIC TR | 2.1% | $19.5m | 509,567 | – | ||
| 11 | DFAC DIMENSIONAL ETF TRUST | 1.9% | $18.0m | 464,461 | – | ||
| 12 | AAPL APPLE INC | Technology | 1.7% | $16.1m | 63,459 | – | |
| 13 | BINC BLACKROCK ETF TRUST II | 1.7% | $16.1m | 309,343 | – | ||
| 14 | AGG ISHARES TR | 1.5% | $14.5m | 146,317 | – | ||
| 15 | NVDA NVIDIA CORPORATION | Technology | 1.5% | $14.4m | 82,716 | – | |
| 16 | DFAI DIMENSIONAL ETF TRUST | 1.4% | $13.7m | 351,192 | – | ||
| 17 | SCHX SCHWAB STRATEGIC TR | 1.4% | $13.1m | 511,892 | – | ||
| 18 | VTI VANGUARD INDEX FDS | 1.4% | $13.0m | 40,654 | – | ||
| 19 | VEA VANGUARD TAX-MANAGED FDS | 1.4% | $12.9m | 200,546 | – | ||
| 20 | SCHG SCHWAB STRATEGIC TR | 1.3% | $12.6m | 433,488 | – | ||
| 21 | VIG VANGUARD SPECIALIZED FUNDS | 1.2% | $11.3m | 52,337 | – | ||
| 22 | GOOGL ALPHABET INC | Communication Services | 1.2% | $11.1m | 38,603 | – | |
| 23 | QQQ INVESCO QQQ TR | 1.1% | $10.7m | 18,458 | – | ||
| 24 | MSFT MICROSOFT CORP | Technology | 1.1% | $10.6m | 28,591 | – | |
| 25 | DGRO ISHARES TR | 1.0% | $9.7m | 137,948 | – | ||
| 26 | SHV ISHARES TR | 0.9% | $8.9m | 81,047 | – | ||
| 27 | VYM VANGUARD WHITEHALL FDS | 0.9% | $8.8m | 59,390 | – | ||
| 28 | JEPI J P MORGAN EXCHANGE TRADED F | 0.9% | $8.7m | 152,726 | – | ||
| 29 | SCHB SCHWAB STRATEGIC TR | 0.8% | $7.5m | 298,432 | – | ||
| 30 | AVGO BROADCOM INC | Technology | 0.8% | $7.4m | 23,924 | – | |
| 31 | JMUB J P MORGAN EXCHANGE TRADED F | 0.8% | $7.2m | 144,615 | – | ||
| 32 | BBJP J P MORGAN EXCHANGE TRADED F | 0.7% | $7.0m | 101,394 | – | ||
| 33 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.7% | $6.7m | 14,001 | – | ||
| 34 | DFUS DIMENSIONAL ETF TRUST | 0.7% | $6.6m | 93,212 | – | ||
| 35 | GSLC GOLDMAN SACHS ETF TR | 0.7% | $6.3m | 50,688 | – | ||
| 36 | VHT VANGUARD WORLD FD | 0.7% | $6.2m | 22,942 | – | ||
| 37 | AMZN AMAZON COM INC | Consumer Cyclical | 0.7% | $6.2m | 29,708 | – | |
| 38 | AVUV AMERICAN CENTY ETF TR | 0.6% | $6.0m | 53,871 | – | ||
| 39 | JTEK J P MORGAN EXCHANGE TRADED F | 0.6% | $5.3m | 66,460 | – | ||
| 40 | FNDX SCHWAB STRATEGIC TR | 0.6% | $5.3m | 189,211 | – | ||
| 41 | SCHF SCHWAB STRATEGIC TR | 0.5% | $4.8m | 194,440 | – | ||
| 42 | DFIV DIMENSIONAL ETF TRUST | 0.5% | $4.8m | 90,995 | – | ||
| 43 | IEFA ISHARES TR | 0.5% | $4.6m | 50,609 | – | ||
| 44 | META META PLATFORMS INC | Communication Services | 0.5% | $4.5m | 7,819 | – | |
| 45 | IJH ISHARES TR | 0.5% | $4.4m | 64,462 | – | ||
| 46 | MGV VANGUARD WORLD FD | 0.4% | $4.1m | 28,091 | – | ||
| 47 | JPM JPMORGAN CHASE & CO | Financial Services | 0.4% | $4.0m | 13,672 | – | |
| 48 | WMT WALMART INC | Consumer Defensive | 0.4% | $3.9m | 31,009 | – | |
| 49 | MTUM ISHARES TR | 0.4% | $3.8m | 15,773 | – | ||
| 50 | DFAE DIMENSIONAL ETF TRUST | 0.4% | $3.6m | 107,145 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.