§ 13F · FUND PROFILE
CVA Family Office, LLC.
AUM · $1.1B (13F)Positions · 1802Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | 1.39M | $73M | 6.6% | +3% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.91M | $60M | 5.5% | ±0% |
| 3 | VGT | VANGUARD WORLD FD | 425K | $51M | 4.6% | +704% |
| 4 | DFAU | DIMENSIONAL ETF TRUST | 948K | $49M | 4.4% | +14% |
| 5 | AVUS | AMERICAN CENTY ETF TR | 325K | $42M | 3.8% | +4% |
| 6 | AVDE | AMERICAN CENTY ETF TR | 458K | $41M | 3.7% | +7% |
| 7 | DUHP | DIMENSIONAL ETF TRUST | 686K | $29M | 2.6% | +8% |
| 8 | IVV | ISHARES TR | 36K | $27M | 2.5% | ±0% |
| 9 | VOO | VANGUARD INDEX FDS | 36K | $25M | 2.3% | +1% |
| 10 | VTI | VANGUARD INDEX FDS | 61K | $22M | 2.0% | +49% |
§ 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 $1.1 billion in assets. The fund runs a massive portfolio of 1,802 positions.
Read the full dossier →