Cva Family Office Llc Q2 2026 Portfolio Activity
This analysis details observable purchases and sales by Cva Family Office Llc during the second quarter of 2026, highlighting significant changes in their holdings.
According to filings reviewed on InsiderSet, Cva Family Office Llc demonstrated notable activity during the second quarter of 2026. The total portfolio value stood at $1,101,336,251 as of June 30th.
Prominent Purchases Observed in Q2
Cva Family Office Llc significantly increased its exposure to several holdings during this quarter. The most substantial purchase was VANGUARD WORLD FD (VGT), which experienced a staggering 704% increase in shares held, adding $38 million worth of stock to the portfolio.
Another major addition was DIMENSIONAL ETF TRUST (DFAE), which saw its allocation rise by 67.5%. The firm also boosted positions in other Dimensional ETF Trust holdings, including DFAI (DFAI) with a 24.6% increase and DFAX (DFAX) by 68.6%. Furthermore, SCHWAB STRATEGIC TR (FNDE) gained 3.84%, adding $2 million value.
Notably, the investor also initiated a position in JANUS DETROIT STR TR (JAAA), acquiring shares that represented an immediate 100% increase from the previous quarter.
Other Notable Acquisitions
Beyond these large increases, Cva Family Office Llc also showed buying interest in other funds. The portfolio saw additions to ISHARES TR (AGG), with a 23.13% share increase.
Additionally, the investor purchased shares of SCHWAB STRATEGIC TR (FNDF), increasing its allocation by 2.74%, and AMERICAN CENTY ETF TR (AVDE) which grew by 6.53%. The Vanguard INDEX FDS (VUG) also received a significant boost with a 601.13% increase in shares.
No Disclosed Direct Sales
Interestingly, the Cva Family Office Llc's Q2 2026 filing does not indicate any direct sales of securities. However, it is noted that other holdings within the portfolio experienced a decrease in their percentage allocation during this period.
Focus on Growth Sectors
The investor's buying activity appears concentrated towards growth-oriented funds and ETFs. The largest purchase was Vanguard World Fund (VGT), followed by several Dimensional Fund Advisors holdings like DFAE, DFAX, and DFAI.
This pattern suggests a continued focus on capitalizing on potential appreciation in technology and other sectors represented by these large-cap focused vehicles.