13F Insight
DOSSIER · 13F-HR · Q1 2026

Capital Management Associates, Inc

Associates's family office based in Omaha, NE — $442M in tracked AUM across 166 positions as of Q1 2026.

A
Associates·Omaha, NE·Family Office
CIK 0002008851 · last filed Mar 31, 2026
Total AUM
$442M
▼ 4.3%
vs prior
Holdings
166
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Financials
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Capital Management Associates, 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$67M104K15.2%
02
SCHB
SCHWAB STRATEGIC TR
$45M1.8M10.1%
03
VOO
VANGUARD INDEX FDS
$41M68K9.2%
04
QQQ
INVESCO QQQ TR
$23M40K5.2%
05
SIVR
ABRDN SILVER ETF TRUST
$20M273K4.4%
06
HYS
PIMCO ETF TR
$15M162K3.4%
07
AAPL
APPLE INC
$14M55K3.1%
08
DIA
STATE STR SPDR DOW JONES IND
$13M29K3.0%
09
SGOL
ETFS GOLD TR
$12M263K2.6%
10
VB
VANGUARD INDEX FDS
$11M42K2.5%

Filing history

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