CVA Family Office, LLC
CIK 1802084
13F filing for Q2 2026・No. 2,415
- Holdings
- US$1.1B
- Quarter change
- +US$154.67M
- Entries
- 1,802
- Net bought (estimate)
- +US$43.57M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 58
- Sold out 95
- Cut 526
- Added 837
- Corporate actions 2
- Unchanged 380
Largest holdings
1,801 stocks worth US$1.1B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRFUNDAMENTAL INTL | Added | 1,388,139 | US$73.24M | 6.63% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Cut | 1,906,589 | US$60.46M | 5.47% |
| VANGUARD WORLD FDINF TECH ETF | AddedSplit 8:1 | 424,608 | US$50.75M | 4.60% |
| DIMENSIONAL ETF TRUSTUS CORE EQT MKT | Added | 948,466 | US$49.03M | 4.44% |
| AMERICAN CENTY ETF TRUS EQT ETF | Added | 324,622 | US$41.58M | 3.76% |
| AMERICAN CENTY ETF TRINTL EQT ETF | Added | 457,745 | US$40.83M | 3.70% |
| DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | Added | 686,275 | US$28.64M | 2.59% |
| IVVISHARES TRCORE S&P500 ETF | Added | 36,481 | US$27.32M | 2.47% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 36,375 | US$24.98M | 2.26% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 60,685 | US$22.46M | 2.03% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.