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Portfolio (Quarterly) Guide ↗

CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

· CIK 0001803229
13F Portfolio $305,415 AUM 1 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1 Reduced 170 Exited
Page 9 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 VOT VANGUARD INDEX FDS 780 $218K 0.06% SOLD
162 VUG VANGUARD INDEX FDS 443 $216K 0.06% SOLD
163 EGO ELDORADO GOLD CORP NEW Basic Materials 5,850 $210K 0.06% SOLD
164 MDYV SPDR SERIES TRUST 2,440 $207K 0.06% SOLD
165 XLF SELECT SECTOR SPDR TR 3,769 $206K 0.06% SOLD
166 AMCOR PLC 13,056 $109K 0.03% SOLD
167 BBDC BARINGS BDC INC Financial Services 10,100 $93K 0.03% SOLD
168 ACHR ARCHER AVIATION INC Industrials 10,760 $81K 0.02% SOLD
169 CRBU CARIBOU BIOSCIENCES INC Healthcare 12,314 $20K 0.01% SOLD
170 GORO GOLD RESOURCE CORP Basic Materials 14,000 $12K 0.00% SOLD
Page 9 of 9  ·  170 positions