§ 13F · FUND PROFILE
CVA Family Office, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $777M (13F)Positions · 1298Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | 1.35M | $66M | 7.0% | +13% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.91M | $59M | 6.2% | −4% |
| 3 | DFAU | DIMENSIONAL ETF TRUST | 832K | $38M | 4.0% | +28% |
| 4 | VGT | VANGUARD WORLD FD | 53K | $37M | 3.9% | +6% |
| 5 | AVDE | AMERICAN CENTY ETF TR | 430K | $36M | 3.8% | +20% |
| 6 | AVUS | AMERICAN CENTY ETF TR | 311K | $35M | 3.6% | +19% |
| 7 | IVV | ISHARES TR | 36K | $24M | 2.5% | +2% |
| 8 | DUHP | DIMENSIONAL ETF TRUST | 634K | $23M | 2.5% | +22% |
| 9 | VOO | VANGUARD INDEX FDS | 36K | $21M | 2.3% | −18% |
| 10 | FNDE | SCHWAB STRATEGIC TR | 510K | $19M | 2.1% | +36% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CVA SIGNAL
AC read
CVA Family Office, LLC is a Other fund managing $777 million in assets. The fund runs a massive portfolio of 1,298 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed