CVA Family Office, LLC Q4 2025 Filing

Filed January 12, 2026

Portfolio Value

$869.5M

Holdings

1,288

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,288 positions)

StockValue
MRKMERCK & CO INC
$1.1M
JEPQJ P MORGAN EXCHANGE TRADED F
$1.0M
ABBVABBVIE INC
$1.0M
MDTMEDTRONIC PLC
$1.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.0M
GSGOLDMAN SACHS GROUP INC
$999K
VNQVANGUARD INDEX FDS
$983K
SPHDINVESCO EXCH TRADED FD TR II
$981K
NEENEXTERA ENERGY INC
$967K
NFLXNETFLIX INC
$959K
VYMIVANGUARD WHITEHALL FDS
$958K
DGRWWISDOMTREE TR
$947K
SUBISHARES TR
$917K
ABTABBOTT LABS
$898K
SCHESCHWAB STRATEGIC TR
$881K
TRVCCITIGROUP INC
$860K
TMOTHERMO FISHER SCIENTIFIC INC
$852K
DFATDIMENSIONAL ETF TRUST
$840K
IWDISHARES TR
$830K
SCHASCHWAB STRATEGIC TR
$823K
SCHWSCHWAB CHARLES CORP
$772K
PLTRPALANTIR TECHNOLOGIES INC
$771K
IVEISHARES TR
$769K
RHCRH PLC
$769K
GDGENERAL DYNAMICS CORP
$768K
NVSNNOVARTIS AG
$764K
MGKVANGUARD WORLD FD
$752K
MPCMARATHON PETE CORP
$743K
FNDASCHWAB STRATEGIC TR
$739K
GEGE AEROSPACE
$738K
GQ9SPDR GOLD TR
$719K
AMDADVANCED MICRO DEVICES INC
$718K
ICSHISHARES TR
$712K
ITA*ISHARES TR
$712K
IEMGISHARES INC
$708K
IBMINTERNATIONAL BUSINESS MACHS
$707K
LMTLOCKHEED MARTIN CORP
$700K
UNPUNION PAC CORP
$688K
VIGIVANGUARD WHITEHALL FDS
$682K
MMM3M CO
$681K
DFSVDIMENSIONAL ETF TRUST
$681K
URIUNITED RENTALS INC
$657K
SPYSPDR S&P 500 ETF TR
$644K
FNBF N B CORP
$640K
PEPPEPSICO INC
$636K
DHRDANAHER CORPORATION
$635K
BACBANK AMERICA CORP
$626K
QCOMQUALCOMM INC
$608K
GSEWGOLDMAN SACHS ETF TR
$603K
LNGCHENIERE ENERGY INC
$601K
WFCWELLS FARGO CO NEW
$598K
DUKDUKE ENERGY CORP NEW
$595K
IEIISHARES TR
$592K
VEUVANGUARD INTL EQUITY INDEX F
$578K
IBDTISHARES TR
$565K
USMVISHARES TR
$563K
AMATAPPLIED MATLS INC
$560K
VTEBVANGUARD MUN BD FDS
$554K
ETNEATON CORP PLC
$554K
MOALTRIA GROUP INC
$551K
MCDMCDONALDS CORP
$543K
EIPXFIRST TR EXCHANGE-TRADED FD
$542K
COFCAPITAL ONE FINL CORP
$539K
UNHUNITEDHEALTH GROUP INC
$529K
DFNMDIMENSIONAL ETF TRUST
$519K
IBDYISHARES TR
$513K
PDFSPDF SOLUTIONS INC
$507K
WMWASTE MGMT INC DEL
$506K
CMCSACOMCAST CORP NEW
$503K
ASMLASML HOLDING N V
$500K
KLACKLA CORP
$493K
TJXTJX COS INC NEW
$492K
AXPAMERICAN EXPRESS CO
$491K
DFUVDIMENSIONAL ETF TRUST
$488K
EZMWISDOMTREE TR
$488K
BBCAJ P MORGAN EXCHANGE TRADED F
$483K
BACVERIZON COMMUNICATIONS INC
$478K
BAPCREDICORP LTD
$473K
DHID R HORTON INC
$473K
COPCONOCOPHILLIPS
$471K
SHYISHARES TR
$465K
BNDVANGUARD BD INDEX FDS
$465K
SYKSTRYKER CORPORATION
$460K
BMYBRISTOL-MYERS SQUIBB CO
$454K
NOWSERVICENOW INC
$451K
DIODDIODES INC
$444K
IBDSISHARES TR
$426K
NEARISHARES U S ETF TR
$424K
CVSCVS HEALTH CORP
$420K
XLVSELECT SECTOR SPDR TR
$419K
INTUINTUIT
$417K
ADBEADOBE INC
$413K
RYROYAL BK CDA
$413K
LOWLOWES COS INC
$412K
CRMSALESFORCE INC
$411K
SPGIS&P GLOBAL INC
$407K
JETSETF SER SOLUTIONS
$405K
GEVGE VERNOVA INC
$403K
DISDISNEY WALT CO
$400K
GSKGSK PLC
$392K
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