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Capital Asset Advisory Services LLC

Q2 2026 13F filing

Updated 27 days ago

375 disclosed positions worth $2.8B

Portfolio value
$2.8B
Total holdings
375
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

Value
$349.9M
Shares
1.02M
% Port
12.66%
E

ISHARES TR

Value
$164.3M
Shares
1.66M
% Port
5.95%
E

ISHARES TR

Value
$114.5M
Shares
1.29M
% Port
4.15%
S

SPDR INDEX SHS FDS

Value
$108.8M
Shares
2.16M
% Port
3.94%
V

VANGUARD INDEX FDS

Value
$81.8M
Shares
1.01M
% Port
2.96%
?
6.N/A

INVESCO EXCH TRADED FD TR II

Value
$77.2M
Shares
1.03M
% Port
2.79%
I
7.IVZ

INVESCO ACTIVELY MANAGED EXC

Value
$74.6M
Shares
1.49M
% Port
2.70%
E

ISHARES TR

Value
$73.3M
Shares
950.8K
% Port
2.65%
Q

PACER FDS TR

Value
$61.7M
Shares
991.8K
% Port
2.23%
?
10.N/A

ISHARES TR

Value
$61.6M
Shares
1.22M
% Port
2.23%
?
11.N/A

GLOBAL X FDS

Value
$60.6M
Shares
1.03M
% Port
2.19%
F
12.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$60.6M
Shares
674.0K
% Port
2.19%
I
13.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$60.2M
Shares
340.6K
% Port
2.18%
S

SPDR SERIES TRUST

Value
$60M
Shares
654.8K
% Port
2.17%
J

J P MORGAN EXCHANGE TRADED F

Value
$60M
Shares
1.19M
% Port
2.17%
E
16.ETHA

ISHARES TR

Value
$58.5M
Shares
394.3K
% Port
2.12%
B
17.BTCW

WISDOMTREE TR

Value
$58M
Shares
1.26M
% Port
2.10%
V
18.VGES

VANGUARD SCOTTSDALE FDS

Value
$56.5M
Shares
736.0K
% Port
2.05%
A
19.AAPL

APPLE INC

Value
$52.8M
Shares
182.4K
% Port
1.91%
I
20.IAU

ISHARES GOLD TR

Value
$49.9M
Shares
660.2K
% Port
1.80%
V
21.VGES

VANGUARD INDEX FDS

Value
$43.5M
Shares
143.4K
% Port
1.57%
N
22.NVDA

NVIDIA CORPORATION

Value
$43.1M
Shares
215.2K
% Port
1.56%
V
23.VGES

VANGUARD INTL EQUITY INDEX F

Value
$41.7M
Shares
698.0K
% Port
1.51%
V
24.VGES

VANGUARD BD INDEX FDS

Value
$39M
Shares
531.7K
% Port
1.41%
E
25.ETHA

ISHARES TR

Value
$38.9M
Shares
1.05M
% Port
1.41%
S

SPDR INDEX SHS FDS

Value
$36.8M
Shares
711.6K
% Port
1.33%
F
27.FPF

FIRST TR EXCHNG TRADED FD VI

Value
$30M
Shares
1.01M
% Port
1.09%
M
28.MSFT

MICROSOFT CORP

Value
$28.3M
Shares
76.0K
% Port
1.03%
V
29.VGES

VANGUARD TAX-MANAGED FDS

Value
$27.3M
Shares
383.1K
% Port
0.99%
A
30.AMZN

AMAZON COM INC

Value
$24.3M
Shares
102.1K
% Port
0.88%
G

ALPHABET INC

Value
$21.6M
Shares
60.4K
% Port
0.78%
E
32.ETHA

ISHARES TR

Value
$20.2M
Shares
188.0K
% Port
0.73%
J

J P MORGAN EXCHANGE TRADED F

Value
$16.2M
Shares
317.8K
% Port
0.59%
S

SCHWAB STRATEGIC TR

Value
$15.8M
Shares
497.1K
% Port
0.57%
A
35.AVGO

BROADCOM INC

Value
$13.6M
Shares
36.1K
% Port
0.49%
A
36.AMAT

APPLIED MATLS INC

Value
$12.7M
Shares
17.6K
% Port
0.46%
B
37.BTCW

WISDOMTREE TR

Value
$11.9M
Shares
116.8K
% Port
0.43%
J

JPMORGAN CHASE & CO

Value
$10.4M
Shares
31.8K
% Port
0.38%
F
39.FPF

FIRST TR EXCHANGE TRAD FD VI

Value
$10.3M
Shares
382.6K
% Port
0.37%
?
40.N/A

GLOBAL X FDS

Value
$10.2M
Shares
267.0K
% Port
0.37%
S

SPDR SERIES TRUST

Value
$9.4M
Shares
370.6K
% Port
0.34%
T
42.TSLA

TESLA INC

Value
$8.8M
Shares
20.9K
% Port
0.32%
M
43.META

META PLATFORMS INC

Value
$8.4M
Shares
15.0K
% Port
0.31%
C
44.CAT

CATERPILLAR INC

Value
$8.3M
Shares
7.8K
% Port
0.30%
H
45.HD

HOME DEPOT INC

Value
$8.3M
Shares
23.5K
% Port
0.30%
E
46.ETHA

ISHARES TR

Value
$8.3M
Shares
28.4K
% Port
0.30%
W
47.WMT

WALMART INC

Value
$8.3M
Shares
73.0K
% Port
0.30%
B

BERKSHIRE HATHAWAY INC DEL

Value
$8.2M
Shares
16.3K
% Port
0.30%
G

ALPHABET INC

Value
$8.1M
Shares
23.1K
% Port
0.29%
?
50.N/A

J P MORGAN EXCHANGE TRADED F

Value
$8.1M
Shares
160.4K
% Port
0.29%