Institutional Fund
Cva Family Office, LLC
Denver, COCIK 18020845 filings on record
Portfolio Value
$949.65M
Q1 2026
Holdings
1,838
Reported positions
New Buys
597
Opened this quarter
QoQ Change
+9.2%
from $869.46M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr7.0%
- Schwab Strategic Tr6.2%
- Dimensional ETF Trust4.0%
- Vanguard World Fd3.9%
- American Centy ETF Tr3.8%
- American Centy ETF Tr3.6%
- Other71.6%
Portfolio Holdings
1,838 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.35M | $66.11M | 7.0% | +156.1K | Added |
| 2 | Schwab Strategic Tr | 1.91M | $58.65M | 6.2% | −83.4K | Reduced |
| 3 | Dimensional ETF Trust | 831.8K | $37.53M | 4.0% | +181.5K | Added |
| 4 | Vanguard World Fd | 52.8K | $36.84M | 3.9% | +2.9K | Added |
| 5 | American Centy ETF Tr | 429.7K | $36.46M | 3.8% | +72.6K | Added |
| 6 | American Centy ETF Tr | 310.7K | $34.55M | 3.6% | +49.7K | Added |
| 7 | Ishares Tr | 36.4K | $23.77M | 2.5% | +879 | Added |
| 8 | Dimensional ETF Trust | 634.0K | $23.31M | 2.5% | +112.5K | Added |
| 9 | Vanguard Index Fds | 35.9K | $21.48M | 2.3% | −7.8K | Reduced |
| 10 | Schwab Strategic Tr | 509.6K | $19.50M | 2.1% | +135.5K | Added |
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