Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CVA Family Office, LLC (CIK 1802084) reported $1.10B across 1,801 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FNDF ($73.2M, 6.63%), SCHD ($60.5M, 5.47%), VGT ($50.7M, 4.60%), DFAU ($49.0M, 4.44%), AVUS ($41.6M, 3.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | $73.2M | 6.63% | 1.4M | Added |
| 2 | SCHD | SCHWAB STRATEGIC TR | $60.5M | 5.47% | 1.9M | Trimmed |
| 3 | VGT | VANGUARD WORLD FD | $50.7M | 4.60% | 424,608 | Added |
| 4 | DFAU | DIMENSIONAL ETF TRUST | $49.0M | 4.44% | 948,466 | Added |
| 5 | AVUS | AMERICAN CENTY ETF TR | $41.6M | 3.76% | 324,622 | Added |
| 6 | AVDE | AMERICAN CENTY ETF TR | $40.8M | 3.70% | 457,745 | Added |
| 7 | DUHP | DIMENSIONAL ETF TRUST | $28.6M | 2.59% | 686,275 | Added |
| 8 | IVV | ISHARES TR | $27.3M | 2.47% | 36,481 | Added |
| 9 | VOO | VANGUARD INDEX FDS | $25.0M | 2.26% | 36,375 | Added |
| 10 | VTI | VANGUARD INDEX FDS | $22.5M | 2.03% | 60,685 | Added |
| 11 | FNDE | SCHWAB STRATEGIC TR | $21.0M | 1.90% | 529,141 | Added |
| 12 | DFAC | DIMENSIONAL ETF TRUST | $21.0M | 1.90% | 472,847 | Added |
| 13 | AAPL | APPLE INC | $18.8M | 1.70% | 64,859 | Added |
| 14 | DFAI | DIMENSIONAL ETF TRUST | $18.1M | 1.63% | 437,588 | Added |
| 15 | AGG | ISHARES TR | $17.8M | 1.61% | 180,155 | Added |
| 16 | BINC | BLACKROCK ETF TRUST II | $17.0M | 1.54% | 324,856 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $16.6M | 1.50% | 82,821 | Added |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $16.1M | 1.46% | 226,494 | Added |
| 19 | SCHG | SCHWAB STRATEGIC TR | $14.9M | 1.35% | 439,964 | Added |
| 20 | SCHX | SCHWAB STRATEGIC TR | $14.7M | 1.33% | 498,019 | Trimmed |
| 21 | GOOGL | ALPHABET INC | $13.9M | 1.26% | 38,966 | Added |
| 22 | QQQ | INVESCO QQQ TR | $13.6M | 1.24% | 18,523 | Added |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $12.9M | 1.17% | 54,431 | Added |
| 24 | VYM | VANGUARD WHITEHALL FDS | $12.0M | 1.09% | 75,888 | Added |
| 25 | DGRO | ISHARES TR | $11.4M | 1.04% | 150,918 | Added |
Source: SEC Form 13F filings · as of 2026-06-30