Capital Asset Advisory Services
$2.8B 13F equity value
387 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Capital Asset Advisory Services covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 1,017,512 | $350M | 12.7% |
| AGG | ISHARES TR | 1,659,794 | $164M | 5.9% |
| IDEV | ISHARES TR | 1,286,823 | $115M | 4.1% |
| SPDW | SPDR INDEX SHS FDS | 2,159,245 | $109M | 3.9% |
| VO | VANGUARD INDEX FDS | 1,014,936 | $82M | 3.0% |
| PBUS | INVESCO EXCH TRADED FD TR II | 1,031,900 | $77M | 2.8% |
| GSY | INVESCO ACTIVELY MANAGED EXC | 1,487,657 | $75M | 2.7% |
| IJH | ISHARES TR | 950,783 | $73M | 2.7% |
| COWZ | PACER FDS TR | 991,806 | $62M | 2.2% |
| TFLO | ISHARES TR | 1,216,166 | $62M | 2.2% |
Track Capital Asset Advisory Services's 13F portfolio: $2.8B in reported holdings, 387 positions. Top holdings and quarterly changes on SentiSense.
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