Capital Asset Advisory Services LLC
All 13F Filings
- Location
- Williamston, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,606,350
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/24/2026 | 299 | 2,606,350 | 13F-HR | Capital Asset Advisory Services LLC |
| 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 | 664.5 K | 26.1% | 0 | 835.7 K | -835.7 K |
| ETFs | 1.874 M | 73.7% | 984.3 K | 0 | 984.3 K |
| Debt | 2.813 K | 0.1% | 73 | 0 | 73 |
| Other | 0 | 0.0% | 0 | 38.23 K | -38.23 K |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
2,606,350
Holdings
299
QoQ value change ($000)
118,486
(4.8%)
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.