Capital Asset Advisory Services LLC
All 13F Filings
- Location
- Williamston, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,487,864
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/9/2026 | 289 | 2,487,864 | 13F-HR | Capital Asset Advisory Services LLC |
| Q3 2025 | 10/2/2025 | 283 | 2,315,320 | 13F-HR | Capital Asset Advisory Services LLC |
| Q2 2025 | 7/7/2025 | 271 | 2,137,677 | 13F-HR | Capital Asset Advisory Services LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.5 M | 61.7% | 107.7 K | 0 | 107.7 K |
| ETFs | 889.8 K | 36.6% | 78 K | 0 | 78 K |
| Debt | 2.74 K | 0.1% | 48 | 0 | 48 |
| Other | 38.23 K | 1.6% | 3.958 K | 0 | 3.958 K |
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Fund Snapshot
Q4 2025
Latest filed
1/9/2026
Total value ($000)
2,487,864
Holdings
289
QoQ value change ($000)
172,544
(7.5%)
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.