Capital Advantage, Inc. - Portfolio overview

Capital Advantage, Inc. has 153 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. VCIT - VANGUARD SCOTTSDALE FDS, 10.27%
2. CGMS - CAPITAL GRP FIXED INCM ETF T, 8.68%
3. FNDF - SCHWAB STRATEGIC TR, 6.90%

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

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