CVA Family Office, LLC
Family OfficeTop Portfolio Positions
1,515 positions ·
$239,542,275 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
63,459 | $16,105,259 | 6.72% | |
| NVDA |
Nvidia Corp
Technology
|
82,716 | $14,425,670 | 6.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
38,603 | $11,100,678 | 4.63% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
18,458 | $10,653,588 | 4.45% | |
| MSFT |
Microsoft Corp
Technology
|
28,591 | $10,583,530 | 4.42% | |
| AVGO |
Broadcom Inc.
Technology
|
23,924 | $7,404,717 | 3.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
29,708 | $6,187,285 | 2.58% | |
| META |
Meta Platforms, Inc.
Communication Services
|
7,819 | $4,473,484 | 1.87% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
13,672 | $4,021,755 | 1.68% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
31,009 | $3,853,798 | 1.61% |
Portfolio Trend
Holdings in INVZ
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,015 | 1,605 | Shares | Sole | 2026-04-29 | |
| 2023-12-31 | $1,611 | 637 | Shares | Sole | 2024-01-16 | |
| No 13F history on record for this holder in this stock. | ||||||