Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Capital Asset Advisory Services LLC (CIK 1666024) reported $2.61B across 296 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VV ($338.0M, 12.97%), AGG ($161.5M, 6.20%), IDEV ($116.3M, 4.46%), SPDW ($99.3M, 3.81%), VO ($78.7M, 3.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $338.0M | 12.97% | 1.0M | Trimmed |
| 2 | AGG | ISHARES TR | $161.5M | 6.20% | 1.6M | Trimmed |
| 3 | IDEV | ISHARES TR | $116.3M | 4.46% | 1.3M | Trimmed |
| 4 | SPDW | SPDR INDEX SHS FDS | $99.3M | 3.81% | 2.0M | Added |
| 5 | VO | VANGUARD INDEX FDS | $78.7M | 3.02% | 1.0M | Added |
| 6 | GSY | INVESCO ACTIVELY MANAGED EXC | $73.6M | 2.82% | 1.5M | Added |
| 7 | PBUS | INVESCO EXCH TRADED FD TR II | $69.1M | 2.65% | 972,994 | Added |
| 8 | IJH | ISHARES TR | $65.6M | 2.52% | 894,526 | Added |
| 9 | COWZ | PACER FDS TR | $60.0M | 2.30% | 950,031 | Trimmed |
| 10 | TFLO | ISHARES TR | $59.8M | 2.30% | 1.2M | Added |
| 11 | IAU | ISHARES GOLD TR | $58.1M | 2.23% | 641,037 | Trimmed |
| 12 | BIL | SPDR SERIES TRUST | $58.0M | 2.22% | 633,113 | Added |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | $57.9M | 2.22% | 1.1M | Added |
| 14 | PPA | INVESCO EXCHANGE TRADED FD T | $57.4M | 2.20% | 325,342 | Trimmed |
| 15 | VTC | VANGUARD SCOTTSDALE FDS | $55.4M | 2.13% | 716,102 | Trimmed |
| 16 | DDWM | WISDOMTREE TR | $55.0M | 2.11% | 1.2M | Added |
| 17 | PAVE | GLOBAL X FDS | $54.6M | 2.09% | 983,958 | Trimmed |
| 18 | IJR | ISHARES TR | $54.2M | 2.08% | 397,764 | Trimmed |
| 19 | AAPL | APPLE INC | $49.3M | 1.89% | 180,657 | Added |
| 20 | CIBR | FIRST TR EXCHANGE-TRADED FD | $44.7M | 1.72% | 667,303 | Trimmed |
| 21 | NVDA | NVIDIA CORPORATION | $42.5M | 1.63% | 210,440 | Added |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | $41.4M | 1.59% | 703,555 | Trimmed |
| 23 | BND | VANGUARD BD INDEX FDS | $39.5M | 1.52% | 533,714 | Added |
| 24 | VB | VANGUARD INDEX FDS | $38.9M | 1.49% | 136,093 | Added |
| 25 | USHY | ISHARES TR | $38.2M | 1.47% | 1.0M | Added |
Source: SEC Form 13F filings · as of 2026-03-31