§ 13F · FUND PROFILE
CVA Family Office, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $711.6T (13F)Positions · 1279Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 2.00M | $54.7T | 6.3% | −8% |
| 2 | FNDF | SCHWAB STRATEGIC TR | 1.20M | $54.0T | 6.2% | +15% |
| 3 | VGT | VANGUARD WORLD FD | 50K | $37.6T | 4.3% | +16% |
| 4 | DFAU | DIMENSIONAL ETF TRUST | 650K | $30.4T | 3.5% | +34% |
| 5 | AVDE | AMERICAN CENTY ETF TR | 357K | $29.4T | 3.4% | +29% |
| 6 | AVUS | AMERICAN CENTY ETF TR | 261K | $29.2T | 3.4% | +52% |
| 7 | VOO | VANGUARD INDEX FDS | 44K | $27.4T | 3.2% | +13% |
| 8 | IVV | ISHARES TR | 36K | $24.3T | 2.8% | ±0% |
| 9 | DUHP | DIMENSIONAL ETF TRUST | 521K | $19.8T | 2.3% | +123% |
| 10 | DFAC | DIMENSIONAL ETF TRUST | 469K | $18.6T | 2.1% | ±0% |
§ 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 $711632.8 trillion in assets. The fund runs a massive portfolio of 1,279 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed