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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 VGSH VANGUARD SCOTTSDALE FDS 395,381.0 $23.0M 6.63% NEW $58.20 -0.3%
2 DFLV DIMENSIONAL ETF TRUST 205,170.0 $8.1M 2.34% NEW $39.54 +5.9%
3 WAT WATERS CORP Healthcare 534.0 $200K 0.06% NEW $375.04 +10.6%

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%