CVA Family Office, LLC

Est. AUM

$947.0M

13F long equity, this entity only

Positions

1,827

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$66.1M	1351127	6.98%	SOLE
2	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$58.6M	1911610	6.19%	SOLE
3	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$37.5M	831776	3.96%	SOLE
4	VANGUARD WORLD FD	INF TECH ETF	$36.8M	52800	3.89%	SOLE
5	AMERICAN CENTY ETF TR	INTL EQT ETF	$36.5M	429697	3.85%	SOLE
6	AMERICAN CENTY ETF TR	US EQT ETF	$34.5M	310746	3.65%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$23.8M	36387	2.51%	SOLE
8	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$23.3M	633985	2.46%	SOLE
9	VANGUARD INDEX FDS	S&P 500 ETF SHS	$21.5M	35946	2.27%	SOLE
10	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$19.5M	509567	2.06%	SOLE
11	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$18.0M	464461	1.91%	SOLE
12	APPLE INC	COM	$16.1M	63459	1.70%	SOLE
13	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$16.1M	309343	1.70%	SOLE
14	ISHARES TR	CORE US AGGBD ET	$14.5M	146317	1.53%	SOLE
15	NVIDIA CORPORATION	COM	$14.4M	82716	1.52%	SOLE
16	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$13.7M	351192	1.44%	SOLE
17	SCHWAB STRATEGIC TR	US LRG CAP ETF	$13.1M	511892	1.39%	SOLE
18	VANGUARD INDEX FDS	TOTAL STK MKT	$13.0M	40654	1.38%	SOLE
19	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$12.9M	200546	1.36%	SOLE
20	SCHWAB STRATEGIC TR	US LCAP GR ETF	$12.6M	433488	1.33%	SOLE
21	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$11.3M	52337	1.19%	SOLE
22	ALPHABET INC	CAP STK CL A	$11.1M	38603	1.17%	SOLE
23	INVESCO QQQ TR	UNIT SER 1	$10.7M	18458	1.13%	SOLE
24	MICROSOFT CORP	COM	$10.6M	28591	1.12%	SOLE
25	ISHARES TR	CORE DIV GRWTH	$9.7M	137948	1.02%	SOLE
26	ISHARES TR	TRUST ISHARE 0-1	$8.9M	81047	0.94%	SOLE
27	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$8.8M	59390	0.93%	SOLE
28	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$8.7M	152726	0.91%	SOLE
29	SCHWAB STRATEGIC TR	US BRD MKT ETF	$7.5M	298432	0.79%	SOLE
30	BROADCOM INC	COM	$7.4M	23924	0.78%	SOLE
31	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$7.2M	144615	0.76%	SOLE
32	J P MORGAN EXCHANGE TRADED F	BETABULDRS JAPAN	$7.0M	101394	0.74%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.7M	14001	0.71%	SOLE
34	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$6.6M	93212	0.70%	SOLE
35	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$6.3M	50688	0.67%	SOLE
36	VANGUARD WORLD FD	HEALTH CAR ETF	$6.2M	22942	0.66%	SOLE
37	AMAZON COM INC	COM	$6.2M	29708	0.65%	SOLE
38	AMERICAN CENTY ETF TR	US SML CP VALU	$6.0M	53871	0.63%	SOLE
39	J P MORGAN EXCHANGE TRADED F	U S TECH LEADERS	$5.3M	66460	0.56%	SOLE
40	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$5.3M	189211	0.56%	SOLE
41	SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.8M	194440	0.51%	SOLE
42	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.8M	90995	0.51%	SOLE
43	ISHARES TR	CORE MSCI EAFE	$4.6M	50609	0.48%	SOLE
44	META PLATFORMS INC	CL A	$4.5M	7819	0.47%	SOLE
45	ISHARES TR	CORE S&P MCP ETF	$4.4M	64462	0.46%	SOLE
46	VANGUARD WORLD FD	MEGA CAP VAL ETF	$4.1M	28091	0.43%	SOLE
47	JPMORGAN CHASE & CO	COM	$4.0M	13672	0.42%	SOLE
48	WALMART INC	COM	$3.9M	31009	0.41%	SOLE
49	ISHARES TR	MSCI USA MMENTM	$3.8M	15773	0.40%	SOLE
50	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$3.6M	107145	0.38%	SOLE

1–50 of 1,827

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.