Cape Investment Advisory, Inc. - Portfolio overview

Cape Investment Advisory, Inc. has 1176 reported holdings in this dataset, with the latest filing dated 2026-05-15.

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. SCHB - SCHWAB STRATEGIC TR, 14.99%
2. SCHV - SCHWAB STRATEGIC TR, 6.92%
3. BINC - BLACKROCK ETF TRUST II, 4.17%

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.