CVA Family Office, LLC
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 949,646
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/29/2026 | 1,838 | 949,646 | 13F-HR | CVA Family Office, LLC |
| Q4 2025 | 1/12/2026 | 1,288 | 869,463 | 13F-HR | CVA Family Office, LLC |
| Q3 2025 | 10/30/2025 | 1,298 | 776,891 | 13F-HR | CVA Family Office, LLC |
| Q2 2025 | 7/31/2025 | 1,279 | 711,633 | 13F-HR | CVA Family Office, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 248 K | 26.1% | 0 | 345.4 K | -345.4 K |
| ETFs | 695.2 K | 73.2% | 424.4 K | 0 | 424.4 K |
| Debt | 6.499 K | 0.7% | 1.247 K | 0 | 1.247 K |
| Other | 36 | 0.0% | 0 | 124 | -124 |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
949,646
Holdings
1838
QoQ value change ($000)
80,183
(9.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.