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Portfolio (Quarterly) Guide ↗

CPA Asset Management Group, LLC

· CIK 0001963967
13F Portfolio $347M AUM 97 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 20 Added 31 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFSD DIMENSIONAL ETF TRUST 980,940.0 $46.8M 13.49% +524K +114.8% $47.75 -1.0%
2 DFAC DIMENSIONAL ETF TRUST 453,471.0 $20.1M 5.79% +439K +2971.7% $44.36 +2.8%
3 DFAI DIMENSIONAL ETF TRUST 477,119.0 $19.7M 5.67% +26K +5.9% $41.25 +4.7%
4 VUG VANGUARD INDEX FDS 221,397.0 $19.1M 5.49% +202K +1042.4% $86.14 +2.8%
5 IAU ISHARES GOLD TR Financial Services 240,930.0 $18.2M 5.24% +4K +1.7% $75.51 +11.0%
6 VO VANGUARD INDEX FDS 172,265.0 $13.9M 4.00% +126K +275.8% $80.57 +2.4%
7 IDMO INVESCO EXCH TRADED FD TR II 176,931.0 $10.7M 3.07% +127K +251.6% $60.29 +3.8%
8 SCHD SCHWAB STRATEGIC TR 203,302.0 $6.4M 1.86% +174K +589.0% $31.71 +10.1%
9 AAPL APPLE INC Technology 15,897.0 $4.6M 1.32% +262.0 +1.7% $289.37 +10.5%
10 BERKSHIRE HATHAWAY INC DEL 6,329.0 $3.2M 0.91% +1K +22.5% $500.39
11 JPM JPMORGAN CHASE & CO Financial Services 7,561.0 $2.5M 0.71% +158.0 +2.1% $327.33 +9.3%
12 JNJ JOHNSON & JOHNSON Healthcare 8,131.0 $2.1M 0.59% +91.0 +1.1% $253.97 +5.5%
13 GOOGL ALPHABET INC Communication Services 4,571.0 $1.6M 0.47% +200.0 +4.6% $357.37 -3.0%
14 AMZN AMAZON COM INC Consumer Cyclical 5,327.0 $1.3M 0.37% +200.0 +3.9% $238.34 +11.8%
15 RTX RTX CORPORATION Industrials 5,218.0 $990K 0.28% +30.0 +0.6% $189.73 +11.6%
16 CSCO CISCO SYS INC Technology 5,335.0 $627K 0.18% +93.0 +1.8% $117.46 -6.4%
17 XOM EXXON MOBIL CORP Energy 3,390.0 $463K 0.13% +165.0 +5.1% $136.72 +14.6%
18 VBIL VANGUARD INSTL INDEX FD 5,437.0 $411K 0.12% +2K +77.8% $75.67 +0.0%
19 GS GOLDMAN SACHS GROUP INC Financial Services 397.0 $402K 0.12% +70.0 +21.4% $1011.37 +2.2%
20 ORCL ORACLE CORP Technology 2,594.0 $380K 0.11% +24.0 +0.9% $146.55 +2.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.5%
Industrials 18.4%
Technology 16.4%
Healthcare 7.8%
Consumer Cyclical 7.0%
Consumer Defensive 3.7%
Basic Materials 3.0%
Communication Services 2.9%
Energy 2.8%
Utilities 1.3%