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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 2 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 6,329.0 $3.2M 0.91% +1K +22.5% $500.39
22 DFUS DIMENSIONAL ETF TRUST 33,405.0 $2.7M 0.79% -71K -68.0% $81.94 +2.4%
23 MCD MCDONALDS CORP Consumer Cyclical 9,970.0 $2.7M 0.78% -60.0 -0.6% $270.31 -2.0%
24 DCOR DIMENSIONAL ETF TRUST 31,898.0 $2.6M 0.75% -79K -71.2% $81.98 +3.2%
25 JPM JPMORGAN CHASE & CO Financial Services 7,561.0 $2.5M 0.71% +158.0 +2.1% $327.33 +9.3%
26 JNJ JOHNSON & JOHNSON Healthcare 8,131.0 $2.1M 0.59% +91.0 +1.1% $253.97 +5.5%
27 MSFT MICROSOFT CORP Technology 4,692.0 $1.8M 0.50% $372.99 +37.7%
28 ECL ECOLAB INC Basic Materials 5,920.0 $1.6M 0.47% $278.61 +2.9%
29 GOOGL ALPHABET INC Communication Services 4,571.0 $1.6M 0.47% +200.0 +4.6% $357.37 -3.0%
30 VGVT VANGUARD MALVERN FDS 21,504.0 $1.6M 0.47% -184K -89.6% $75.26 -1.2%
31 TIP ISHARES TR 14,657.0 $1.6M 0.46% $109.43 -2.3%
32 FLV AMERICAN CENTY ETF TR 19,359.0 $1.6M 0.45% -108K -84.8% $81.30 +7.7%
33 OEF ISHARES TR 3,709.0 $1.4M 0.39% -192.0 -4.9% $365.85 +4.1%
34 VYM VANGUARD WHITEHALL FDS 8,325.0 $1.3M 0.38% -1K -14.4% $158.03 +3.9%
35 AMZN AMAZON COM INC Consumer Cyclical 5,327.0 $1.3M 0.37% +200.0 +3.9% $238.34 +11.8%
36 VB VANGUARD INDEX FDS 4,117.0 $1.2M 0.36% $303.12 -0.8%
37 NVDA NVIDIA CORPORATION Technology 6,037.0 $1.2M 0.35% -74.0 -1.2% $200.09 +8.7%
38 CGDV CAPITAL GROUP DIVIDEND VALUE 23,290.0 $1.1M 0.33% $49.28 +2.2%
39 DFSV DIMENSIONAL ETF TRUST 28,448.0 $1.1M 0.32% -4K -11.6% $38.79 +3.0%
40 PNC PNC FINL SVCS GROUP INC Financial Services 4,365.0 $1.1M 0.31% $246.22 -1.6%
Page 2 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%