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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 5  ·  97 positions
# 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 DFAE DIMENSIONAL ETF TRUST 675,582.0 $27.2M 7.82% -8K -1.2% $40.21 -1.0%
3 FBND FIDELITY MERRIMACK STR TR 508,821.0 $23.1M 6.67% -142K -21.8% $45.49 -1.6%
4 VGSH VANGUARD SCOTTSDALE FDS 395,381.0 $23.0M 6.63% NEW $58.20 -0.3%
5 DFAC DIMENSIONAL ETF TRUST 453,471.0 $20.1M 5.79% +439K +2971.7% $44.36 +2.8%
6 DFAI DIMENSIONAL ETF TRUST 477,119.0 $19.7M 5.67% +26K +5.9% $41.25 +4.7%
7 VUG VANGUARD INDEX FDS 221,397.0 $19.1M 5.49% +202K +1042.4% $86.14 +2.8%
8 IAU ISHARES GOLD TR Financial Services 240,930.0 $18.2M 5.24% +4K +1.7% $75.51 +11.0%
9 VO VANGUARD INDEX FDS 172,265.0 $13.9M 4.00% +126K +275.8% $80.57 +2.4%
10 IDMO INVESCO EXCH TRADED FD TR II 176,931.0 $10.7M 3.07% +127K +251.6% $60.29 +3.8%
11 CAT CATERPILLAR INC Industrials 9,466.0 $10.1M 2.90% -778.0 -7.6% $1064.90 -24.9%
12 BERKSHIRE HATHAWAY INC DEL 13.0 $9.7M 2.80% -1.0 -7.1% $748850.00
13 DFLV DIMENSIONAL ETF TRUST 205,170.0 $8.1M 2.34% NEW $39.54 +5.9%
14 SCHD SCHWAB STRATEGIC TR 203,302.0 $6.4M 1.86% +174K +589.0% $31.71 +10.1%
15 DFAS DIMENSIONAL ETF TRUST 73,854.0 $6.1M 1.75% -20K -21.6% $82.34 -0.3%
16 DUHP DIMENSIONAL ETF TRUST 123,579.0 $5.2M 1.49% -200K -61.9% $41.73 +1.5%
17 AAPL APPLE INC Technology 15,897.0 $4.6M 1.32% +262.0 +1.7% $289.37 +10.5%
18 VIG VANGUARD SPECIALIZED FUNDS 18,761.0 $4.4M 1.28% -954.0 -4.8% $236.62 +2.7%
19 XLK SELECT SECTOR SPDR TR 23,095.0 $4.4M 1.27% $190.52 -2.5%
20 DIHP DIMENSIONAL ETF TRUST 111,518.0 $3.8M 1.10% -164K -59.5% $34.12 +3.6%
Page 1 of 5  ·  97 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%