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 $949.6M across 1,824 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FNDF ($66.1M, 6.96%), SCHD ($58.6M, 6.18%), DFAU ($37.5M, 3.95%), VGT ($36.8M, 3.88%), AVDE ($36.5M, 3.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | $66.1M | 6.96% | 1.4M | Added |
| 2 | SCHD | SCHWAB STRATEGIC TR | $58.6M | 6.18% | 1.9M | Trimmed |
| 3 | DFAU | DIMENSIONAL ETF TRUST | $37.5M | 3.95% | 831,776 | Added |
| 4 | VGT | VANGUARD WORLD FD | $36.8M | 3.88% | 52,800 | Added |
| 5 | AVDE | AMERICAN CENTY ETF TR | $36.5M | 3.84% | 429,697 | Added |
| 6 | AVUS | AMERICAN CENTY ETF TR | $34.5M | 3.64% | 310,746 | Added |
| 7 | IVV | ISHARES TR | $23.8M | 2.50% | 36,387 | Added |
| 8 | DUHP | DIMENSIONAL ETF TRUST | $23.3M | 2.45% | 633,985 | Added |
| 9 | VOO | VANGUARD INDEX FDS | $21.5M | 2.26% | 35,946 | Trimmed |
| 10 | FNDE | SCHWAB STRATEGIC TR | $19.5M | 2.05% | 509,567 | Added |
| 11 | DFAC | DIMENSIONAL ETF TRUST | $18.0M | 1.90% | 464,461 | Trimmed |
| 12 | AAPL | APPLE INC | $16.1M | 1.70% | 63,459 | Added |
| 13 | BINC | BLACKROCK ETF TRUST II | $16.1M | 1.69% | 309,343 | Added |
| 14 | AGG | ISHARES TR | $14.5M | 1.53% | 146,317 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $14.4M | 1.52% | 82,716 | Added |
| 16 | DFAI | DIMENSIONAL ETF TRUST | $13.7M | 1.44% | 351,192 | Added |
| 17 | SCHX | SCHWAB STRATEGIC TR | $13.1M | 1.38% | 511,892 | Added |
| 18 | VTI | VANGUARD INDEX FDS | $13.0M | 1.37% | 40,654 | Added |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $12.9M | 1.35% | 200,546 | Added |
| 20 | SCHG | SCHWAB STRATEGIC TR | $12.6M | 1.33% | 433,488 | Added |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $11.3M | 1.19% | 52,337 | Added |
| 22 | GOOGL | ALPHABET INC | $11.1M | 1.17% | 38,603 | Added |
| 23 | QQQ | INVESCO QQQ TR | $10.7M | 1.12% | 18,458 | Added |
| 24 | MSFT | MICROSOFT CORP | $10.6M | 1.11% | 28,591 | Added |
| 25 | DGRO | ISHARES TR | $9.7M | 1.02% | 137,948 | Added |
Source: SEC Form 13F filings · as of 2026-03-31