Capital Asset Advisory Services LLC - Portfolio overview

Capital Asset Advisory Services LLC has 330 reported holdings in this dataset, with the latest filing dated 2026-04-24.

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. VV - VANGUARD INDEX FDS, 12.91%
2. AGG - ISHARES TR, 6.17%
3. IDEV - ISHARES TR, 4.44%

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

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