American Capital Advisory, LLC - Portfolio overview

American Capital Advisory, LLC has 1231 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 11.32%
2. DUSB - DIMENSIONAL ETF TRUST, 9.86%
3. DFUS - DIMENSIONAL ETF TRUST, 7.62%

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

Explore securities or join Upside Invest to compare portfolios.