CVA Family Office, LLC
Family OfficeTop Portfolio Positions
1,517 positions ·
$246,252,652 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
63,459 | $16,105,259 | 6.54% | |
| NVDA |
Nvidia Corp
Technology
|
82,716 | $14,425,670 | 5.86% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
38,603 | $11,100,678 | 4.51% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
18,458 | $10,653,588 | 4.33% | |
| MSFT |
Microsoft Corp
Technology
|
28,591 | $10,583,530 | 4.30% | |
| AVGO |
Broadcom Inc.
Technology
|
23,924 | $7,404,717 | 3.01% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
14,001 | $6,709,279 | 2.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
29,708 | $6,187,285 | 2.51% | |
| META |
Meta Platforms, Inc.
Communication Services
|
7,819 | $4,473,484 | 1.82% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
13,672 | $4,021,755 | 1.63% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,132 | 79 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,140 | 79 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,950 | 79 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,233 | 79 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,586 | 79 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,063 | 79 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $4,240 | 79 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $4,466 | 79 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,762 | 79 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $4,734 | 79 | Shares | Sole | 2024-01-16 | |
| No 13F history on record for this holder in this stock. | ||||||