CVA Family Office, LLC
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 869,463
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 593.4 K | 68.2% | 55.48 K | 0 | 55.48 K |
| ETFs | 270.7 K | 31.1% | 37.3 K | 0 | 37.3 K |
| Debt | 5.252 K | 0.6% | 0 | 208 | -208 |
| Other | 160 | 0.0% | 3 | 0 | 3 |
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Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
869,463
Holdings
1288
QoQ value change ($000)
92,572
(11.9%)
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.