CVA Family Office, LLC

Family Office

CIK

1802084

City

DENVER

State / Country

Stock

Top Portfolio Positions

1,515 positions · $239,542,275 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

Compact Export CSV

20 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$536	39	0.0%	Shares	Sole	2026-04-29
2025-12-31	$572	39	0.0%	Shares	Sole	2026-01-12
2025-09-30	$604	39	0.0%	Shares	Sole	2025-10-30
2025-06-30	$604	39	0.0%	Shares	Sole	2025-07-31
2025-03-31	$585	39	0.0%	Shares	Sole	2025-04-16
2024-12-31	$570	39	0.0%	Shares	Sole	2025-01-07
2024-09-30	$542	39	0.0%	Shares	Sole	2024-10-10
2024-06-30	$510	39	0.0%	Shares	Sole	2024-07-10
2024-03-31	$492	39	+30.0%	Shares	Sole	2024-04-10
2023-12-31	$355	30	0.0%	Shares	Sole	2024-01-16
2023-06-30	$336	30	0.0%	Shares	Sole	2023-07-10
2023-03-31	$328	30	0.0%	Shares	Sole	2023-04-27
2022-12-31	$342	30	0.0%	Shares	Sole	2023-02-22
2022-09-30	$332	30	0.0%	Shares	Sole	2022-11-22
2022-06-30	$371	30	0.0%	Shares	Sole	2022-07-11
2022-03-31	$450	30	0.0%	Shares	Sole	2022-04-22
2021-12-31	$463	30	0.0%	Shares	Sole	2022-01-25
2021-06-30	$455	30	0.0%	Shares	Sole	2021-07-13
2021-03-31	$439	30	+100.0%	Shares	Sole	2021-04-14
2020-12-31	$211	15	—	Shares	Sole	2021-01-15
No 13F history on record for this holder in this stock.