StockDriftsStockDriftsTop 50 CVA Family Office, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | 6.63% | 1.39M | $73.2M | +2.74%(+37.01K) | $35.05(+58.84%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 5.47% | 1.91M | $60.5M | -0.26%(-5.02K) | $24.83(+38.36%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 4.6% | 424.6K | $50.7M | +0.52%(+2.21K) | $59.57(+105.79%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 4.44% | 948.5K | $49.0M | +14.03%(+116.69K) | $40.26(+33.43%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 3.76% | 324.6K | $41.6M | +4.47%(+13.88K) | $91.43(+44.80%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 3.7% | 457.7K | $40.8M | +6.53%(+28.05K) | $68.91(+36.88%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 2.59% | 686.3K | $28.6M | +8.25%(+52.29K) | $36.22(+17.52%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.47% | 36.5K | $27.3M | +0.26%(+94) | $380.17(+104.89%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.26% | 36.4K | $25.0M | +1.19%(+429) | $365.41(+95.04%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.03% | 60.7K | $22.5M | +49.27%(+20.03K) | $270.73(+41.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.32% | +53.36% | +7.97% | +46.75% |
| Top 20 Holdings Unweighted | +15.61% | +54.50% | +7.97% | +46.70% |
CVA Family Office, LLC reports $1.10B in US-listed equity holdings across 1,801 positions in its most recent 13F filing. Its largest disclosed positions are FNDF (6.6%), SCHD (5.5%) and VGT (4.6%). The top 20 holdings account for 53.87% of reported assets. Its disclosed equity book has returned +53.36% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from CVA Family Office, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802084). View CVA Family Office, LLC’s 13F filings on SEC