CVA Family Office, LLC

Family Office

Position in GS — Goldman Sachs Group Inc

CIK 1802084 DENVER, CO

Position in GS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,327,928

+$224,758 QoQ

Shares Held

1,313

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,569

of 3,125 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CVA Family Office, LLC holds $4,583,386 across 24 Capital Markets names. GS ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	8,641	$1,806,314
2	GS	Goldman Sachs Group Inc This page	1,313	$1,327,928
3	SCHW	Schwab Charles Corp	8,211	$757,628
4	IBKR	Interactive Brokers Group, Inc.	3,986	$346,941
5	HOOD	Robinhood Markets, Inc.	1,649	$165,361
6	EVR	Evercore Inc.	108	$36,875
7	LPLA	LPL Financial Holdings Inc.	76	$21,407
8	JEF	Jefferies Financial Group Inc.	355	$17,742

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,327,928	1,313	+0.7%	Shares	Sole	2026-08-07
2026-03-31	$1,103,170	1,304	+14.7%	Shares	Sole	2026-04-29
2025-12-31	$999,423	1,137	+0.3%	Shares	Sole	2026-01-12
2025-09-30	$903,060	1,134	+0.8%	Shares	Sole	2025-10-30
2025-06-30	$796,218	1,125	-2.4%	Shares	Sole	2025-07-31
2025-03-31	$629,872	1,153	+5.8%	Shares	Sole	2025-04-16
2024-12-31	$624,155	1,090	+2495.2%	Shares	Sole	2025-01-07
2024-09-30	$20,794	42	+2.4%	Shares	Sole	2024-10-10
2024-06-30	$18,545	41	+13.9%	Shares	Sole	2024-07-10
2024-03-31	$15,036	36	+2.9%	Shares	Sole	2024-04-10
2023-12-31	$13,501	35	+133.3%	Shares	Sole	2024-01-16
2023-06-30	$4,838	15	+36.4%	Shares	Sole	2023-07-10
2023-03-31	$3,598	11	-75.6%	Shares	Sole	2023-04-27
2022-12-31	$15,452	45	—	Shares	Sole	2023-02-22
No filing history on record for this holder in this stock.