American Capital Advisory, LLC

All 13F Filings

Location
Ketchum, ID
Most recent 13F
Q1 2026
Holdings value ($000)
247,698
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
Q1 2026 4/29/2026 1,140 247,698 13F-HR American Capital Advisory, LLC
Q4 2025 1/30/2026 1,079 230,843 13F-HR American Capital Advisory, LLC
Q3 2025 10/28/2025 1,005 215,565 13F-HR American Capital Advisory, LLC
Q2 2025 8/5/2025 864 199,853 13F-HR American Capital Advisory, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 829 (0.3% of total reported value) · QoQ Δ: +70
Type Value ($000) Share % Inflow Outflow Net
Stocks 80.56 K 32.7% 0 136.4 K -136.4 K
ETFs 165.6 K 67.1% 153.1 K 0 153.1 K
Debt 460 0.2% 0 43 -43
Other 45 0.0% 2 0 2
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Fund Snapshot

Q1 2026
Latest filed
4/29/2026
Total value ($000)
247,698
Holdings
1140
QoQ value change ($000)
16,855 (7.3%)
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.