What does Capital Asset Managemnet, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Capital Asset Managemnet, LLC 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 INDEX FUNDS S&P 500 ETF USD

$8M13K8.7%

VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF

$5M17K6.1%

ISHARES CORE S&P 500 ETF

$4M7K4.9%

VANGUARD DEVELOPED MARKETS INDEX FUND ETF

$4M66K4.7%

ISHARES S&P 500 VALUE ETF

$3M16K3.8%

ISHARES S&P 500 GROWTH ETF

$3M30K3.8%

APPLE INC

$3M12K3.3%

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

$2M42K2.8%

ISHARES CORE MSCI EMERGING MARKETS ETF

$2M35K2.8%

ISHARES TRUST CORE UNIVERSAL USD BOND ETF

$2M50K2.6%

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