DOSSIER · 13F-HR · Q1 2026

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

CANTOR FITZGERALD INVESTMENT L.P.'s asset manager based in San Francisco, CA $1.4B in tracked AUM across 178 positions as of Q1 2026.

CF
CANTOR FITZGERALD INVESTMENT L.P.·San Francisco, CA·Asset Manager
CIK 0001710477 · last filed Mar 31, 2026
Total AUM
$1.4B
14.8%
vs prior
Holdings
178
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Cantor Fitzgerald Investment Advisors L.P.
1. Portfolio Overview

The filing for Cantor Fitzgerald Investment Advisors L.P. (CIK: 0001710477) reveals a dramatic transformation in the portfolio's scale and structure during the quarter ending December 31, 2025. The total portfolio value surged by 173.7%, growing from $493.28 million to $1.35 billion. This substantial capital infusion indicates significant client inflows or a major restruc...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IEI
ISHARES TR
$85M720K6.3%
02
IVV
ISHARES TR
$66M101K4.9%
03
VMBS
VANGUARD SCOTTSDALE FDS
$51M1.1M3.8%
04
VOO
VANGUARD INDEX FDS
$47M78K3.4%
05
QQQ
INVESCO QQQ TR
$42M73K3.1%
06
VEA
VANGUARD TAX-MANAGED FDS
$38M594K2.8%
07
CVS
CVS HEALTH CORP
$26M366K1.9%
08
XOM
EXXON MOBIL CORP
$23M134K1.7%
09
SPIB
SPDR SERIES TRUST
$22M646K1.6%
10
SCHX
SCHWAB STRATEGIC TR
$21M833K1.6%

Filing history

Filing history loading…