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Size ($ in 1000's)
At 12/31/2025: $869,477
At 09/30/2025: $776,901CVA Family Office LLC AUM history
CVA Family Office LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from CVA Family Office LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2025, below is a summary of the CVA Family Office LLC top holdings by largest position size, as per the latest 13f filing made by CVA Family Office LLC.
In the CVA Family Office LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by CVA Family Office LLC in that top holding, then the share count change between reporting periods, and finally the CVA Family Office LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2025 to 12/31/2025 |
Position Size
($ in 1000's) |
|---|
| SCHWAB STRATEGIC TR |
1,995,005 |
-173,351 |
$54,723 | | SCHD | 1,995,005 | -173,351 | $54,723 | | SCHWAB STRATEGIC TR |
1,195,046 |
+152,829 |
$54,028 | | FNDF | 1,195,046 | +152,829 | $54,028 | | VANGUARD WORLD FD (VGT) |
49,914 |
+6,937 |
$37,624 | | VGT | 49,914 | +6,937 | $37,624 | | DIMENSIONAL ETF TRUST (DFAU) |
650,317 |
+166,697 |
$30,435 | | DFAU | 650,317 | +166,697 | $30,435 | | AMERICAN CENTY ETF TR (AVDE) |
357,058 |
+80,330 |
$29,393 | | AVDE | 357,058 | +80,330 | $29,393 | | AMERICAN CENTY ETF TR (AVUS) |
261,060 |
+89,056 |
$29,181 | | AVUS | 261,060 | +89,056 | $29,181 | | VANGUARD INDEX FDS (VOO) |
43,760 |
+4,939 |
$27,443 | | VOO | 43,760 | +4,939 | $27,443 | | ISHARES TR (IVV) |
35,508 |
+165 |
$24,321 | | IVV | 35,508 | +165 | $24,321 | | DIMENSIONAL ETF TRUST (DUHP) |
521,487 |
+287,577 |
$19,832 | | DUHP | 521,487 | +287,577 | $19,832 | | DIMENSIONAL ETF TRUST (DFAC) |
468,583 |
+2,324 |
$18,551 | | DFAC | 468,583 | +2,324 | $18,551 | | APPLE INC |
58,776 |
+3,025 |
$15,979 | | AAPL | 58,776 | +3,025 | $15,979 | | BLACKROCK ETF TRUST II (BINC) |
288,464 |
+71,322 |
$15,222 | | BINC | 288,464 | +71,322 | $15,222 | | ISHARES TR (AGG) |
139,233 |
+25,376 |
$13,907 | | AGG | 139,233 | +25,376 | $13,907 | | SCHWAB STRATEGIC TR |
506,723 |
-218 |
$13,636 | | SCHX | 506,723 | -218 | $13,636 | | SCHWAB STRATEGIC TR |
374,098 |
+96,218 |
$13,490 | | FNDE | 374,098 | +96,218 | $13,490 | | NVIDIA CORPORATION |
71,776 |
+9,169 |
$13,386 | | NVDA | 71,776 | +9,169 | $13,386 | | SCHWAB STRATEGIC TR |
403,007 |
+169,224 |
$13,146 | | SCHG | 403,007 | +169,224 | $13,146 | | DIMENSIONAL ETF TRUST (DFAI) |
331,751 |
+10,888 |
$12,643 | | DFAI | 331,751 | +10,888 | $12,643 | | MICROSOFT CORP |
26,000 |
+331 |
$12,574 | | MSFT | 26,000 | +331 | $12,574 | | INVESCO QQQ TR |
18,410 |
+2,945 |
$11,309 | | QQQ | 18,410 | +2,945 | $11,309 | | VANGUARD SPECIALIZED FUNDS (VIG) |
51,364 |
+4 |
$11,289 | | VIG | 51,364 | +4 | $11,289 | | ALPHABET INC |
35,919 |
+3,082 |
$11,243 | | GOOGL | 35,919 | +3,082 | $11,243 | | VANGUARD INDEX FDS (VTI) |
30,725 |
+1,100 |
$10,301 | | VTI | 30,725 | +1,100 | $10,301 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
174,805 |
-2,839 |
$10,006 | | JEPI | 174,805 | -2,839 | $10,006 | | VANGUARD TAX MANAGED FDS (VEA) |
147,131 |
+1,946 |
$9,191 | | VEA | 147,131 | +1,946 | $9,191 | | ISHARES TR (SHV) |
76,570 |
+16,927 |
$8,434 | | SHV | 76,570 | +16,927 | $8,434 |  BERKSHIRE HATHAWAY INC DEL |
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$8,276 | | BRK.B | 13,460 | -121 | $6,766 | | BRK.A | 2 | UNCH | $1,510 | | ISHARES TR (DGRO) |
116,205 |
+55,475 |
$8,067 | | DGRO | 116,205 | +55,475 | $8,067 | | SCHWAB STRATEGIC TR |
300,632 |
-3,240 |
$7,886 | | SCHB | 300,632 | -3,240 | $7,886 | | VANGUARD WHITEHALL FDS (VYM) |
54,497 |
+2,430 |
$7,821 | | VYM | 54,497 | +2,430 | $7,821 | | BROADCOM INC |
21,918 |
+25 |
$7,586 | | AVGO | 21,918 | +25 | $7,586 | | VANGUARD WORLD FD (VHT) |
25,373 |
-82 |
$7,303 | | VHT | 25,373 | -82 | $7,303 | | GOLDMAN SACHS ETF TR (GSLC) |
50,838 |
-53 |
$6,729 | | GSLC | 50,838 | -53 | $6,729 | | J P MORGAN EXCHANGE TRADED F (BBJP) |
101,073 |
+1,827 |
$6,662 | | BBJP | 101,073 | +1,827 | $6,662 | | J P MORGAN EXCHANGE TRADED F (JMUB) |
123,511 |
+7,743 |
$6,237 | | JMUB | 123,511 | +7,743 | $6,237 | | AMAZON COM INC |
26,323 |
-136 |
$6,076 | | AMZN | 26,323 | -136 | $6,076 | | DIMENSIONAL ETF TRUST (DFUS) |
80,501 |
+9,066 |
$5,971 | | DFUS | 80,501 | +9,066 | $5,971 | | J P MORGAN EXCHANGE TRADED F (JTEK) |
66,286 |
+39,370 |
$5,971 | | JTEK | 66,286 | +39,370 | $5,971 | | AMERICAN CENTY ETF TR (AVUV) |
54,232 |
-1,819 |
$5,531 | | AVUV | 54,232 | -1,819 | $5,531 | | SCHWAB STRATEGIC TR |
189,064 |
+36 |
$5,144 | | FNDX | 189,064 | +36 | $5,144 | | SCHWAB STRATEGIC TR |
188,712 |
-1,423 |
$4,537 | | SCHF | 188,712 | -1,423 | $4,537 | | ISHARES TR (IJH) |
67,635 |
-1,002 |
$4,464 | | IJH | 67,635 | -1,002 | $4,464 | | DIMENSIONAL ETF TRUST (DFIV) |
87,750 |
+10,270 |
$4,379 | | DFIV | 87,750 | +10,270 | $4,379 | | META PLATFORMS INC |
6,477 |
+970 |
$4,275 | | META | 6,477 | +970 | $4,275 | | ISHARES TR (IEFA) |
46,949 |
+280 |
$4,200 | | IEFA | 46,949 | +280 | $4,200 | | ISHARES TR (MTUM) |
15,963 |
-579 |
$3,996 | | MTUM | 15,963 | -579 | $3,996 | | VANGUARD WORLD FD (MGV) |
28,166 |
+74 |
$3,976 | | MGV | 28,166 | +74 | $3,976 | | JPMORGAN CHASE & CO. |
12,174 |
+624 |
$3,923 | | JPM | 12,174 | +624 | $3,923 | | TESLA INC |
8,408 |
+206 |
$3,781 | | TSLA | 8,408 | +206 | $3,781 | | FLEXSHARES TR (QDF) |
42,428 |
-8 |
$3,429 | | QDF | 42,428 | -8 | $3,429 |
See Full List: All Stocks Held By CVA Family Office LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By CVA Family Office LLC
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