CVA Family Office Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
+$8.53M |
| 2 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$7.65M |
| 3 |
Avantis International Equity ETF
AVDE
|
+$6.31M |
| 4 |
Avantis US Equity ETF
AVUS
|
+$5.69M |
| 5 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$5.22M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$4.89M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.53M |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.28M |
| 4 |
Vanguard Health Care ETF
VHT
|
+$695K |
| 5 |
Global X US Infrastructure Development ETF
PAVE
|
+$408K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.62% |
| 2 | Financials | 3.86% |
| 3 | Communication Services | 2.37% |
| 4 | Industrials | 2.2% |
| 5 | Healthcare | 2.16% |
Similar funds
CVA Family Office's Q1 2026 Portfolio in Review
As of Q1 2026, CVA Family Office held 1,882 positions worth $950M, up 9.2% from $869M the previous quarter. Its ten largest holdings account for 38% of the portfolio.
CVA Family Office deployed $86.7M of net new capital in Q1 2026, opening 594 new positions and adding to 847 existing holdings. Its largest new stake was iShares iBonds Dec 2032 Term Corporate ETF: 9,700 shares worth $245K.
By sector, the portfolio is most concentrated in Technology at 7.6% of assets, down from 8.1% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $4.89M trimmed.
- CVA Family Office's largest Q1 2026 buy was iShares iBonds Dec 2032 Term Corporate ETF: 9,700 shares worth $245K.
- CVA Family Office added most to Dimensional US Core Equity Market ETF in Q1 2026, an estimated $8.53M increase.
- CVA Family Office's biggest Q1 2026 reduction was Vanguard S&P 500 ETF, cutting an estimated $4.89M.
- CVA Family Office fully exited Diageo in Q1 2026, selling an estimated $95.8K.
- CVA Family Office's ten largest holdings make up 38% of its $950M portfolio in Q1 2026.
- CVA Family Office opened 594 new positions and closed 44 in Q1 2026.
- CVA Family Office's portfolio value rose 9.2% quarter-over-quarter to $950M.
Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.