Capital Asset Advisory Services LLC
Capital Asset Advisory Services LLC reported 375 positions worth $2.76B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VV (12.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VV | SH | $349.9M | 12.66% | 1,017,512 | — | — | |
| ▸ 2 | AGG | SH | $164.3M | 5.95% | 1,659,794 | — | — | |
| ▸ 3 | IDEV | SH | $114.5M | 4.15% | 1,286,823 | — | — | |
| ▸ 4 | SPDW | SH | $108.8M | 3.94% | 2,159,245 | — | — | |
| ▸ 5 | VO | SH | $81.8M | 2.96% | 1,014,936 | — | — | |
| ▸ 6 | PBUS | SH | $77.2M | 2.79% | 1,031,900 | — | — | |
| ▸ 7 | GSY | SH | $74.6M | 2.70% | 1,487,657 | — | — | |
| ▸ 8 | IJH | SH | $73.3M | 2.65% | 950,783 | — | — | |
| ▸ 9 | COWZ | SH | $61.7M | 2.23% | 991,806 | — | — | |
| ▸ 10 | TFLO | SH | $61.6M | 2.23% | 1,216,166 | — | — |
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Frequently Asked Questions
What stocks does Capital Asset Advisory Services LLC hold as of Q2 2026?
Capital Asset Advisory Services LLC reported 375 positions worth $2.76B in its Q2 2026 13F filing. Largest positions: VV (12.7%), AGG (5.9%), IDEV (4.1%), SPDW (3.9%) and VO (3.0%).
What did Capital Asset Advisory Services LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Capital Asset Advisory Services LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.