What does Capital Advantage, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Capital Advantage, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD SCOTTSDALE FDS

$81M973K10.5%

CAPITAL GRP FIXED INCM ETF T

$68M2.5M8.9%

SCHWAB STRATEGIC TR

$54M1.1M7.1%

VANGUARD WHITEHALL FDS

$39M414K5.1%

VANGUARD WHITEHALL FDS

$39M436K5.0%

ISHARES TR

$37M732K4.8%

VANGUARD WORLD FD

$29M198K3.7%

SCHWAB STRATEGIC TR

$27M873K3.5%

VANGUARD SPECIALIZED FUNDS

$25M117K3.3%

VANGUARD WORLD FD

$24M89K3.2%

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