13F Insight
DOSSIER · 13F-HR · Q2 2026

CVA Family Office, LLC

$1.1B in tracked AUM across 1,802 positions as of Q2 2026.

CF
CIK 0001802084 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
1,802
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CVA Family Office, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FNDF
SCHWAB STRATEGIC TR
$73M1.4M6.6%02
SCHD
SCHWAB STRATEGIC TR
$60M1.9M5.5%03
VGT
VANGUARD WORLD FD
$51M425K4.6%04
DFAU
DIMENSIONAL ETF TRUST
$49M948K4.4%05
AVUS
AMERICAN CENTY ETF TR
$42M325K3.8%06
AVDE
AMERICAN CENTY ETF TR
$41M458K3.7%07
DUHP
DIMENSIONAL ETF TRUST
$29M686K2.6%08
IVV
ISHARES TR
$27M36K2.5%09
VOO
VANGUARD INDEX FDS
$25M36K2.3%10
VTI
VANGUARD INDEX FDS
$22M61K2.0%

Filing history

2026Q2Jun 30
$1.1B▲ 16.3%
1,802 positionsView →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 positionsLocked
Showing 12 of 25