First seen by DFX
Sep 12, 2026
date not stated
Class VI Family Office, LLC found on the SEC adviser roster (name)
First seen by DFX
Sep 12, 2026
date not stated
CVA Family Office, LLC files Form 13F (name, $869,463,279 in 1290 positions)
First seen by DFX
Sep 12, 2026
date not stated
Class VI Family Office, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a multi-family office by construction)
CVA Family Office, LLC reported $949,646,263 across 1840 13(f) positions for the quarter ended 2026-03-31
CVA Family Office, LLC increased Energy Transfer L P 5,435 -> 147,246 shares ($89,619 -> $2,841,857)
CVA Family Office, LLC increased Vanguard Index Fds 30,725 -> 40,654 shares ($10,301,121 -> $13,042,126)
CVA Family Office, LLC increased Dimensional Etf Trust 650,317 -> 831,776 shares ($30,434,819 -> $37,529,743)
CVA Family Office, LLC increased Dimensional Etf Trust 53,810 -> 107,145 shares ($1,752,581 -> $3,627,945)
CVA Family Office, LLC increased Schwab Strategic Tr 374,098 -> 509,567 shares ($13,489,965 -> $19,496,024)
CVA Family Office, LLC increased Vanguard Tax-Managed Fds 147,131 -> 200,546 shares ($9,191,303 -> $12,850,994)
CVA Family Office, LLC increased Energy Transfer L P 5,435 -> 147,246 shares ($89,619 -> $2,841,857)
CVA Family Office, LLC increased Vanguard Index Fds 30,725 -> 40,654 shares ($10,301,121 -> $13,042,126)
CVA Family Office, LLC increased Dimensional Etf Trust 650,317 -> 831,776 shares ($30,434,819 -> $37,529,743)
CVA Family Office, LLC increased Dimensional Etf Trust 53,810 -> 107,145 shares ($1,752,581 -> $3,627,945)
CVA Family Office, LLC increased Schwab Strategic Tr 374,098 -> 509,567 shares ($13,489,965 -> $19,496,024)
CVA Family Office, LLC increased Vanguard Tax-Managed Fds 147,131 -> 200,546 shares ($9,191,303 -> $12,850,994)
CVA Family Office, LLC increased Vanguard Index Fds 2,999 -> 5,065 shares ($1,463,112 -> $2,212,393)
CVA Family Office, LLC increased Vanguard Index Fds 2,999 -> 5,065 shares ($1,463,112 -> $2,212,393)
CVA Family Office, LLC reported $869,463,279 across 1290 13(f) positions for the quarter ended 2025-12-31
CVA Family Office, LLC reduced Kinder Morgan Inc Del 106,411 -> 67,692 shares ($3,012,483 -> $1,860,853)
CVA Family Office, LLC increased Dimensional Etf Trust 233,910 -> 521,487 shares ($8,834,773 -> $19,832,165)
CVA Family Office, LLC increased Blackrock Etf Trust II 217,142 -> 288,464 shares ($11,560,652 -> $15,222,265)
CVA Family Office, LLC increased J P Morgan Exchange Traded F 26,916 -> 66,286 shares ($2,475,465 -> $5,970,559)
CVA Family Office, LLC increased Schwab Strategic Tr 233,783 -> 403,007 shares ($7,460,018 -> $13,146,077)
CVA Family Office, LLC increased Schwab Strategic Tr 277,880 -> 374,098 shares ($10,048,124 -> $13,489,965)
CVA Family Office, LLC increased Ishares Tr 60,730 -> 116,205 shares ($4,134,507 -> $8,066,985)
CVA Family Office, LLC increased Ishares Tr 59,643 -> 76,570 shares ($6,589,983 -> $8,434,213)
CVA Family Office, LLC increased American Centy Etf Tr 172,004 -> 261,060 shares ($18,696,867 -> $29,181,325)
CVA Family Office, LLC increased American Centy Etf Tr 276,728 -> 357,058 shares ($21,833,843 -> $29,392,999)
CVA Family Office, LLC increased Dimensional Etf Trust 483,620 -> 650,317 shares ($22,130,454 -> $30,434,819)
CVA Family Office, LLC reported $776,890,987 across 1299 13(f) positions for the quarter ended 2025-09-30
CVA Family Office, LLC increased Ishares Tr 36,720 -> 60,730 shares ($2,347,904 -> $4,134,507)
CVA Family Office, LLC increased Ishares Tr 43,201 -> 59,643 shares ($4,770,208 -> $6,589,983)
CVA Family Office, LLC increased Schwab Strategic Tr 166,666 -> 233,783 shares ($4,868,313 -> $7,460,018)
CVA Family Office, LLC increased Dimensional Etf Trust 180,266 -> 233,910 shares ($6,410,245 -> $8,834,773)
CVA Family Office, LLC increased Blackrock Etf Trust II 163,795 -> 217,142 shares ($8,654,912 -> $11,560,652)
CVA Family Office, LLC reported $711,632,758 across 1280 13(f) positions for the quarter ended 2025-06-30
CVA Family Office, LLC reduced Dimensional Etf Trust 93,567 -> 69,131 shares ($5,658,951 -> $4,633,166)
CVA Family Office, LLC increased Ishares Tr 33,607 -> 43,201 shares ($3,712,259 -> $4,770,208)
CVA Family Office, LLC increased Ishares Tr 14,111 -> 22,884 shares ($1,487,864 -> $2,390,920)