Cape Investment Advisory, Inc. Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationmcdonough, GA
- CIK0001944437
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,171 | $273.95 M | SCHB, SCHV, SCHG, MSFT | 13F-HR | Aug 19, 2025 | 000194443725000005 | ||
1,135 | $251.05 M | SCHB, SCHV, SCHG, BINC | 13F-HR | May 16, 2025 | 000194443725000002 | ||
1,140 | $255.73 M | SCHB, SCHV, SCHG, MSFT | 13F-HR | Feb 5, 2025 | 000194443725000001 | ||
957 | $246.69 M | SCHB, SCHV, SCHG, MSFT | 13F-HR | Nov 14, 2024 | 000194443724000005 | ||
929 | $222.55 M | SCHB, SCHV, SCHG, MSFT | 13F-HR | Aug 15, 2024 | 000194443724000003 | ||
935 | $213.88 M | SCHB, SCHV, SCHG, MSFT | 13F-HR | Jun 21, 2024 | 000194443724000002 | ||
1,132 | $204.50 M | SCHB, SCHV, SCHG, AAPL | 13F-HR | Feb 12, 2024 | 000194443724000001 | ||
929 | $176.44 M | SCHB, SCHV, SCHG, SCHM | 13F-HR | Nov 7, 2023 | 000194443723000006 | ||
911 | $179.05 M | SCHB, SCHV, SCHG, SCHM | 13F-HR | Oct 12, 2023 | 000194443723000005 | ||
963 | $164.11 M | SCHB, SCHV, SCHG, SCHM | 13F-HR | Oct 12, 2023 | 000194443723000003 |