CVA Family Office, LLC
•CIK: 1802084•Filing: Q4 2025
**CVA Family Office, LLC** manages $869M across a diversified portfolio of 1,288 positions. The fund exhibits a notable tilt toward established equity sectors, evidenced by top holdings including SCHD at $54.7M and FNDF at $54.0M. Significant allocations are also directed toward technology and broad market exposure, with VGT commanding $37.6M and VOO at $27.4M. This structure suggests a core focus on quality dividend payers and growth-oriented index tracking.
Total AUM
$869.5M
QoQ Performance
+11.9%
Positions
1,067
Top 10 Concentration
40.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHD
FNDF
SCHD6.3%
FNDF6.2%
VGT4.3%
DFAU3.5%
AVDE3.4%
AVUS3.4%
VOO3.2%
IVV2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.8%
Technology9.2%
ETF6.5%
Financial2.6%
Consumer2.1%
Healthcare1.6%
Industrial0.7%
Consumer Staples0.4%
🚪 Exited Positionssold since Q3 2025
+1093 more exited positions
Changes from Q3 2025
NEW1 new position
↑102 increased
↓74 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023