CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
All 13F Filings
- Location
- Phoenix, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 305,415
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 1 | 305,415 | 13F-HR | CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC |
| Q1 2026 | 4/15/2026 | 6 | 2,251,310 | 13F-HR | CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC |
| Q4 2025 | 1/21/2026 | 171 | 339,980 | 13F-HR | CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC |
| Q3 2025 | 10/29/2025 | 180 | 321,166 | 13F-HR | CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC |
| Q2 2025 | 7/10/2025 | 173 | 278,049 | 13F-HR | CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| ETFs | 305.4 K | 100.0% | 0 | 1.946 M | -1.946 M |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
305,415
Holdings
1
QoQ value change ($000)
-1,945,895
(-86.4%)
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.