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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
Page 1 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAE DIMENSIONAL ETF TRUST 675,582.0 $27.2M 7.82% -8K -1.2% $40.21 -1.0%
2 FBND FIDELITY MERRIMACK STR TR 508,821.0 $23.1M 6.67% -142K -21.8% $45.49 -1.6%
3 CAT CATERPILLAR INC Industrials 9,466.0 $10.1M 2.90% -778.0 -7.6% $1064.90 -24.9%
4 BERKSHIRE HATHAWAY INC DEL 13.0 $9.7M 2.80% -1.0 -7.1% $748850.00
5 DFAS DIMENSIONAL ETF TRUST 73,854.0 $6.1M 1.75% -20K -21.6% $82.34 -0.3%
6 DUHP DIMENSIONAL ETF TRUST 123,579.0 $5.2M 1.49% -200K -61.9% $41.73 +1.5%
7 VIG VANGUARD SPECIALIZED FUNDS 18,761.0 $4.4M 1.28% -954.0 -4.8% $236.62 +2.7%
8 DIHP DIMENSIONAL ETF TRUST 111,518.0 $3.8M 1.10% -164K -59.5% $34.12 +3.6%
9 DFUS DIMENSIONAL ETF TRUST 33,405.0 $2.7M 0.79% -71K -68.0% $81.94 +2.4%
10 MCD MCDONALDS CORP Consumer Cyclical 9,970.0 $2.7M 0.78% -60.0 -0.6% $270.31 -2.0%
11 DCOR DIMENSIONAL ETF TRUST 31,898.0 $2.6M 0.75% -79K -71.2% $81.98 +3.2%
12 VGVT VANGUARD MALVERN FDS 21,504.0 $1.6M 0.47% -184K -89.6% $75.26 -1.2%
13 FLV AMERICAN CENTY ETF TR 19,359.0 $1.6M 0.45% -108K -84.8% $81.30 +7.7%
14 OEF ISHARES TR 3,709.0 $1.4M 0.39% -192.0 -4.9% $365.85 +4.1%
15 VYM VANGUARD WHITEHALL FDS 8,325.0 $1.3M 0.38% -1K -14.4% $158.03 +3.9%
16 NVDA NVIDIA CORPORATION Technology 6,037.0 $1.2M 0.35% -74.0 -1.2% $200.09 +8.7%
17 DFSV DIMENSIONAL ETF TRUST 28,448.0 $1.1M 0.32% -4K -11.6% $38.79 +3.0%
18 DHR DANAHER CORP DEL Healthcare 5,581.0 $1.1M 0.31% -481.0 -7.9% $190.48 +13.4%
19 DFIP DIMENSIONAL ETF TRUST 24,935.0 $1.0M 0.30% -123K -83.1% $41.26 -2.5%
20 NEE NEXTERA ENERGY INC Utilities 9,386.0 $824K 0.24% -525.0 -5.3% $87.77 -6.8%
Page 1 of 2  ·  31 positions

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%