CVA Family Office, LLC - Portfolio overview

CVA Family Office, LLC has 1917 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FNDF - SCHWAB STRATEGIC TR, 6.95%
2. SCHD - SCHWAB STRATEGIC TR, 6.17%
3. DFAU - DIMENSIONAL ETF TRUST, 3.95%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.