CPA Asset Management Group, LLC - Portfolio overview

CPA Asset Management Group, LLC has 110 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. FBND - FIDELITY MERRIMACK STR TR, 9.81%
2. DFAE - DIMENSIONAL ETF TRUST, 7.65%
3. DFSD - DIMENSIONAL ETF TRUST, 7.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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