Cva Family Office, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Cva Family Office, LLC disclosed 1801 US equity positions worth $1.1bn in its Q2 2026 13F filing. The largest position was FNDF at 6.6% of the reported book, followed by SCHD and VGT. Against the Q1 2026 filing, it opened 0 new positions, added to 29 and reduced 9 among the top 50 holdings.
What did Cva Family Office, LLC own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | FNDF SCHWAB STRATEGIC TR | 6.6% | $73.2m | 1,388,139 | 3% | added | |
| 2 | SCHD SCHWAB STRATEGIC TR | 5.5% | $60.5m | 1,906,589 | -0% | held | |
| 3 | VGT VANGUARD WORLD FD | 4.6% | $50.7m | 424,608 | 704% | added | |
| 4 | DFAU DIMENSIONAL ETF TRUST | 4.4% | $49.0m | 948,466 | 14% | added | |
| 5 | AVUS AMERICAN CENTY ETF TR | 3.8% | $41.6m | 324,622 | 4% | added | |
| 6 | AVDE AMERICAN CENTY ETF TR | 3.7% | $40.8m | 457,745 | 7% | added | |
| 7 | DUHP DIMENSIONAL ETF TRUST | 2.6% | $28.6m | 686,275 | 8% | added | |
| 8 | IVV ISHARES TR | 2.5% | $27.3m | 36,481 | 0% | held | |
| 9 | VOO VANGUARD INDEX FDS | 2.3% | $25.0m | 36,375 | 1% | added | |
| 10 | VTI VANGUARD INDEX FDS | 2.0% | $22.5m | 60,685 | 49% | added | |
| 11 | FNDE SCHWAB STRATEGIC TR | 1.9% | $21.0m | 529,141 | 4% | added | |
| 12 | DFAC DIMENSIONAL ETF TRUST | 1.9% | $21.0m | 472,847 | 2% | added | |
| 13 | AAPL APPLE INC | Technology | 1.7% | $18.8m | 64,859 | 2% | added |
| 14 | DFAI DIMENSIONAL ETF TRUST | 1.6% | $18.1m | 437,588 | 25% | added | |
| 15 | AGG ISHARES TR | 1.6% | $17.8m | 180,155 | 23% | added | |
| 16 | BINC BLACKROCK ETF TRUST II | 1.5% | $17.0m | 324,856 | 5% | added | |
| 17 | NVDA NVIDIA CORPORATION | Technology | 1.5% | $16.6m | 82,821 | 0% | held |
| 18 | VEA VANGUARD TAX-MANAGED FDS | 1.5% | $16.1m | 226,494 | 13% | added | |
| 19 | SCHG SCHWAB STRATEGIC TR | 1.3% | $14.9m | 439,964 | 1% | added | |
| 20 | SCHX SCHWAB STRATEGIC TR | 1.3% | $14.7m | 498,019 | -3% | reduced | |
| 21 | GOOGL ALPHABET INC | Communication Services | 1.3% | $13.9m | 38,966 | 1% | added |
| 22 | QQQ INVESCO QQQ TR | 1.2% | $13.6m | 18,523 | 0% | held | |
| 23 | VIG VANGUARD SPECIALIZED FUNDS | 1.2% | $12.9m | 54,431 | 4% | added | |
| 24 | VYM VANGUARD WHITEHALL FDS | 1.1% | $12.0m | 75,888 | 28% | added | |
| 25 | DGRO ISHARES TR | 1.0% | $11.4m | 150,918 | 9% | added | |
| 26 | MSFT MICROSOFT CORP | Technology | 0.9% | $10.5m | 28,073 | -2% | reduced |
| 27 | SHV ISHARES TR | 0.8% | $9.0m | 81,389 | 0% | held | |
| 28 | AVGO BROADCOM INC | Technology | 0.8% | $8.9m | 23,466 | -2% | reduced |
| 29 | SCHB SCHWAB STRATEGIC TR | 0.8% | $8.6m | 297,745 | -0% | held | |
| 30 | DFUS DIMENSIONAL ETF TRUST | 0.8% | $8.4m | 103,048 | 11% | added | |
| 31 | JEPI J P MORGAN EXCHANGE TRADED F | 0.7% | $8.0m | 142,494 | -7% | reduced | |
| 32 | JMUB J P MORGAN EXCHANGE TRADED F | 0.7% | $7.7m | 152,292 | 5% | added | |
| 33 | BBJP J P MORGAN EXCHANGE TRADED F | 0.7% | $7.6m | 101,134 | -0% | held | |
| 34 | AMZN AMAZON COM INC | Consumer Cyclical | 0.7% | $7.2m | 30,382 | 2% | added |
| 35 | DFAE DIMENSIONAL ETF TRUST | 0.7% | $7.2m | 179,434 | 67% | added | |
| 36 | JTEK J P MORGAN EXCHANGE TRADED F | 0.6% | $7.2m | 64,115 | -4% | reduced | |
| 37 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.6% | $7.0m | 13,986 | -0% | held | |
| 38 | GSLC GOLDMAN SACHS ETF TR | 0.6% | $6.9m | 48,909 | -4% | reduced | |
| 39 | AVUV AMERICAN CENTY ETF TR | 0.6% | $6.7m | 53,906 | 0% | held | |
| 40 | FNDX SCHWAB STRATEGIC TR | 0.5% | $5.9m | 189,250 | 0% | held | |
| 41 | VHT VANGUARD WORLD FD | 0.5% | $5.7m | 18,946 | -17% | reduced | |
| 42 | MTUM ISHARES TR | 0.5% | $5.5m | 16,117 | 2% | added | |
| 43 | SCHF SCHWAB STRATEGIC TR | 0.5% | $5.5m | 197,034 | 1% | added | |
| 44 | DFIV DIMENSIONAL ETF TRUST | 0.5% | $5.2m | 95,902 | 5% | added | |
| 45 | IJH ISHARES TR | 0.5% | $5.0m | 64,497 | 0% | held | |
| 46 | MGV VANGUARD WORLD FD | 0.4% | $4.6m | 27,958 | -0% | held | |
| 47 | JPM JPMORGAN CHASE & CO | Financial Services | 0.4% | $4.6m | 13,920 | 2% | added |
| 48 | IEFA ISHARES TR | 0.4% | $4.5m | 47,030 | -7% | reduced | |
| 49 | MUB ISHARES TR | 0.4% | $4.5m | 41,831 | 53% | added | |
| 50 | META META PLATFORMS INC | Communication Services | 0.4% | $4.1m | 7,203 | -8% | reduced |
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.