CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

Q4 2025 13F Holdings

  • Location
    phoenix, AZ
  • Num holdings

    171

  • Value ($000)

    $339,980

  • Date Filed
    01/21/2026
  • Form type
    13F-HR
  • CIK
    0001803229
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
$29.39M
9 %

43,105

N
NDQ

INVESCO QQQ TR

UNIT SER 1
$19.86M
6 %

32,327

---

SPDR SERIES TRUST

STATE STREET SPD
$16.23M
5 %

196,706

D
DIA

SPDR DOW JONES INDL AVERAGE

UT SER 1
$15.45M
5 %

32,147

F
FLOT

ISHARES TR

FLTG RATE NT ETF
$9.03M
3 %

177,457

S
SPYV

SPDR SERIES TRUST

STATE STREET SPD
$8.39M
3 %

147,719

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
$7.56M
2 %

70,813

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
$7.02M
2 %

228,297

T
TMFC

RBB FD INC

MOTLEY FOL ETF
$6.61M
2 %

92,150

---

GRANITESHARES GOLD TR

SHS BEN INT
$6.54M
2 %

153,843

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