Capital Advantage, Inc.
All 13F Filings
- Location
- Walnut Creek, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 819,650
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 150 | 819,650 | 13F-HR | Capital Advantage, Inc. |
| Q1 2026 | 4/10/2026 | 145 | 764,979 | 13F-HR | Capital Advantage, Inc. |
| Q4 2025 | 1/7/2026 | 149 | 741,321 | 13F-HR | Capital Advantage, Inc. |
| Q3 2025 | 10/22/2025 | 138 | 664,962 | 13F-HR | Capital Advantage, Inc. |
| Q2 2025 | 7/11/2025 | 139 | 631,435 | 13F-HR | Capital Advantage, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 116.7 K | 14.5% | 5.567 K | 0 | 5.567 K |
| ETFs | 689.3 K | 85.5% | 35.43 K | 0 | 35.43 K |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
819,650
Holdings
150
QoQ value change ($000)
54,671
(7.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.