13F Insight
DOSSIER · 13F-HR · Q1 2026

CVA Family Office, LLC

$950M in tracked AUM across 1,839 positions as of Q1 2026.

CF
CIK 0001802084 · last filed Mar 31, 2026
Total AUM
$950M
as of Q1 2026
Holdings
1,839
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

CVA Family Office, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FNDF
SCHWAB STRATEGIC TR
$66M1.4M7.0%02
SCHD
SCHWAB STRATEGIC TR
$59M1.9M6.2%03
DFAU
DIMENSIONAL ETF TRUST
$38M832K4.0%04
VGT
VANGUARD WORLD FD
$37M53K3.9%05
AVDE
AMERICAN CENTY ETF TR
$36M430K3.8%06
AVUS
AMERICAN CENTY ETF TR
$35M311K3.6%07
IVV
ISHARES TR
$24M36K2.5%08
DUHP
DIMENSIONAL ETF TRUST
$23M634K2.5%09
VOO
VANGUARD INDEX FDS
$21M36K2.3%10
FNDE
SCHWAB STRATEGIC TR
$19M510K2.1%

Filing history

2026Q1Mar 31
$950M▲ 9.2%
1,839 positionsView →2025Q4Dec 31
$869M▲ 11.9%
1,289 positionsView →2025Q3Sep 30
$777M▲ 9.2%
1,298 positionsView →2025Q2Jun 30
$712M▲ 9.1%
1,279 positionsLocked2025Q1Mar 31
$652M▲ 3.3%
1,387 positionsLocked2024Q4Dec 31
$632M▲ 2.5%
1,288 positionsLocked2024Q3Sep 30
$616M▲ 10.9%
1,266 positionsLocked2024Q2Jun 30
$556M▼ 0.7%
1,275 positionsLocked2024Q1Mar 31
$560M▲ 9.1%
1,056 positionsLocked2023Q4Dec 31
$513M▲ 17.0%
1,044 positionsLocked2023Q3Sep 30
$438M▼ 8.1%
225 positionsLocked2023Q2Jun 30
$477M▲ 6.5%
1,011 positionsLocked
Showing 12 of 24