Notify me when CVA Family Office, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,297 | $776,890,728 | +$34,297,747 | -$16,859,025 | +$17,438,722 | SCHD, FNDF, VGT, VOO, IVV | 13F-HR | 30 Oct 2025, 10:32 |
| Q2 2025 | 1,279 | $711,632,758 | +$28,182,137 | -$16,955,035 | +$11,227,102 | SCHD, FNDF, VGT, VOO, IVV | 13F-HR | 31 Jul 2025, 15:02 |
| Q1 2025 | 1,386 | $652,382,482 | +$47,340,515 | -$15,821,107 | +$31,519,408 | SCHD, FNDF, VGT, VOO, IVV | 13F-HR | 16 Apr 2025, 13:19 |
| Q4 2024 | 1,288 | $631,651,783 | +$104,949,900 | -$14,951,352 | +$89,998,548 | SCHD, FNDF, VGT, VOO, IVV | 13F-HR | 07 Jan 2025, 10:27 |
| Q3 2024 | 1,266 | $616,081,506 | +$40,819,337 | -$11,138,542 | +$29,680,795 | SCHD, FNDF, VGT, VOO, IVV | 13F-HR | 10 Oct 2024, 10:26 |
| Q2 2024 | 1,275 | $555,603,057 | +$20,852,313 | -$24,468,516 | -$3,616,203 | SCHD, FNDF, VGT, VOO, IVV | 13F-HR | 09 Jul 2024, 18:55 |
| Q1 2024 | 1,056 | $559,708,655 | +$22,513,930 | -$7,858,190 | +$14,655,740 | SCHD, FNDF, VOO, VGT, IVV | 13F-HR | 10 Apr 2024, 16:09 |
| Q4 2023 | 1,044 | $512,844,614 | +$51,078,656 | -$16,580,420 | +$34,498,236 | SCHD, FNDF, VOO, VGT, DFAC | 13F-HR | 16 Jan 2024, 13:48 |
| Q3 2023 | 225 | $438,329,713 | +$16,343,430 | -$40,153,523 | -$23,810,093 | SCHD, FNDF, VOO, VGT, DFAC | 13F-HR | 11 Oct 2023, 16:23 |
| Q2 2023 | 1,010 | $476,723,252 | +$17,163,255 | -$7,711,294 | +$9,451,961 | SCHD, FNDF, VOO, VGT, DFAC | 13F-HR | 10 Jul 2023, 12:55 |
| Q1 2023 | 979 | $447,828,700 | +$31,533,018 | -$10,806,279 | +$20,726,739 | SCHD, FNDF, VOO, DFAC, IVV | 13F-HR | 26 Apr 2023, 18:07 |
| Q4 2022 | 944 | $412,359,214 | +$40,915,231 | -$28,711,938 | +$12,203,293 | SCHD, FNDF, VOO, IVV, VEA | 13F-HR | 21 Feb 2023, 18:31 |
| Q3 2022 | 865 | $368,344,000 | +$62,128,377 | -$34,380,880 | +$27,747,497 | SCHD, FNDF, IVV, VGT, DFAC | 13F-HR | 22 Nov 2022, 15:44 |
| Q2 2022 | 895 | $367,699,000 | +$46,381,169 | -$35,355,836 | +$11,025,333 | SCHD, DFAI, IVV, DFAC, VGT | 13F-HR | 11 Jul 2022, 14:52 |
| Q1 2022 | 941 | $418,100,000 | +$55,434,318 | -$14,045,848 | +$41,388,470 | SCHD, IEFA, IVV, VGT, DFAC | 13F-HR | 22 Apr 2022, 11:26 |
| Q4 2021 | 896 | $401,857,000 | +$110,852,131 | -$2,290,851 | +$108,561,280 | SCHD, IEFA, IVV, VGT, DFAC | 13F-HR | 24 Jan 2022, 19:07 |
| Q3 2021 | 355 | $60,666,000 | $0 | $0 | $0 | IEFA, VIG, EFAV, MTUM, SCHF | 13F-HR | 12 Oct 2021, 08:55 |
| Q2 2021 | 941 | $351,301,000 | +$75,179,186 | -$2,344,971 | +$72,834,215 | SCHD, IEFA, IVV, VGT, DFAC | 13F-HR | 13 Jul 2021, 15:34 |
| Q1 2021 | 773 | $263,426,000 | +$93,435,421 | -$2,217,942 | +$91,217,479 | SCHD, IEFA, IVV, VGT, VOO | 13F-HR | 14 Apr 2021, 15:50 |
| Q4 2020 | 349 | $162,812,000 | +$10,743,044 | -$2,636,499 | +$8,106,545 | IVV, SCHD, VOO, VGT, SCHX | 13F-HR | 15 Jan 2021, 14:33 |
| Q3 2020 | 355 | $138,409,000 | +$10,908,216 | -$1,770,880 | +$9,137,336 | IVV, SCHD, VOO, SCHX, VGT | 13F-HR | 27 Oct 2020, 14:27 |
| Q2 2020 | 318 | $121,628,000 | +$20,892,873 | -$13,592,095 | +$7,300,778 | IVV, SCHD, VOO, SCHX, VGT | 13F-HR | 30 Jul 2020, 19:45 |
| Q1 2020 | 303 | $98,484,000 | +$20,502,134 | -$8,667,247 | +$11,834,887 | IVV, VOO, SCHD, IEFA, VIG | 13F-HR | 28 May 2020, 15:11 |
| Q4 2019 | 79 | $108,502,000 | $0 | $0 | $0 | IVV, SCHD, IEFA, VOO, VIG | 13F-HR | 18 Feb 2020, 15:31 |