Capital Asset Advisory Services LLC
Q4 2025 13F Holdings
- Locationwilliamston, MI
- Num holdings
289
- Value ($000)
$2,487,864
- Date Filed01/09/2026
- Form type13F-HR
- CIK0001666024
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $351.6M | 14 % | 1,101,330 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $177.29M | 7 % | 1,772,568 | ||
ISHARES TR | CORE MSCI INTL | 46435G326 | $114.45M | 5 % | 1,356,502 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $90.41M | 4 % | 1,982,606 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $77.15M | 3 % | 257,702 | ||
ISHARES GOLD TR | ISHARES NEW | 464285204 | $63.87M | 3 % | 754,767 | ||
INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | 46090A887 | $62.83M | 3 % | 1,249,389 | ||
VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 | $62.71M | 3 % | 805,738 | ||
INVESCO EXCH TRADED FD TR II | PURBTA MSCI US | 46138E461 | $62.57M | 3 % | 899,873 | ||
PACER FDS TR | US CASH COWS 100 | 69374H881 | $60.08M | 2 % | 975,844 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100