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CVA Family Office, LLC
CVA Family Office, LLC is an institution, managing $777.0M across 1,300 long positions as of Q3 2025 with 72% ETF concentration.
- Portfolio Value
- $777.0M
- Positions
- 1,300
- Top Holding
- SCHD at 7.62%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CVA Family Office, LLC's portfolio (35.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $59.2M | 7.62% | -$4.0M Sold | — 2.2M shares | |
ETF ETF | $44.8M | 5.76% | +$2.9M Bought | — 1.0M shares | |
ETF ETF | $32.1M | 4.13% | +$2.5M Bought | — 43.0K shares | |
ETF ETF | $23.8M | 3.06% | +$31.8K Bought | — 38.8K shares | |
ETF ETF | $23.7M | 3.04% | +$135.2K Bought | — 35.3K shares | |
ETF ETF | $22.1M | 2.85% | +$2.8M Bought | — 483.6K shares | |
ETF ETF | $21.8M | 2.81% | +$3.3M Bought | — 276.7K shares | |
ETF ETF | $18.7M | 2.41% | +$2.3M Bought | — 172.0K shares | |
ETF ETF | $18.0M | 2.31% | +$38.6K Bought | — 466.3K shares | |
Consumer Electronics Technology | $14.2M | 1.83% | +$90.6K Bought | 0.00% 55.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CVA Family Office, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
| Position | Shares Δ |
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Sold | |
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Analytics
Portfolio insights and performance metrics for CVA Family Office, LLC
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