Institutions / Capital Advantage, Inc.
Capital Advantage, Inc.
CIK 1628896 · Institution · as of Dec 31, 2025
Portfolio value
$741.32M
Positions
149
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 149 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Scottsdale Fds | $84.03M | 11.3% |
| Capital Grp Fixed Incm ETF T | $63.75M | 8.6% |
| Schwab Strategic Tr | $49.91M | 6.7% |
| Vanguard Whitehall Fds | $39.44M | 5.3% |
| Vanguard Whitehall Fds | $36.90M | 5.0% |
| iShares Tr | $36.33M | 4.9% |
| Vanguard World Fd | $27.85M | 3.8% |
| Vanguard Specialized Funds | $25.71M | 3.5% |
| Vanguard World Fd | $25.33M | 3.4% |
| Schwab Strategic Tr | $24.03M | 3.2% |
| Capital Group Dividend Value | $23.32M | 3.1% |
| Select Sector SPDR Tr | $22.77M | 3.1% |
| SPDR Series Trust | $18.66M | 2.5% |
| Vanguard World Fd | $15.38M | 2.1% |
| Vanguard World Fd | $14.58M | 2.0% |
| Apple Inc. | $14.51M | 2.0% |
| Vanguard Index Fds | $11.45M | 1.5% |
| Schwab Strategic Tr | $10.46M | 1.4% |
| iShares Tr | $9.15M | 1.2% |
| Vanguard Index Fds | $8.25M | 1.1% |
| iShares Tr | $8.13M | 1.1% |
| Microsoft Corp | $7.86M | 1.1% |
| Vanguard Index Fds | $7.73M | 1.0% |
| iShares MSCI UAE ETF | $7.24M | 1.0% |
| Twilio Inc | $6.61M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.