Capital Asset Advisory Services LLC
Annual return '25
+12.7%
SPY '25
+17.7%
Alpha
-5.0ptsvs SPY
Invested
$2.6B
Holdings
291
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VV
VANGUARD INDEX FDS
Q1 2026: New position (1.04M shares)
13.0%
02
$AGG
ISHARES TR
Q1 2026: New position (1.62M shares)
6.2%
03
$IDEV
ISHARES TR
Q1 2026: New position (1.30M shares)
4.5%
04
$SPDW
SPDR INDEX SHS FDS
Q1 2026: New position (2.01M shares)
3.8%
05
$VO
VANGUARD INDEX FDS
Q1 2026: New position (1.02M shares)
3.0%
06
$GSY
INVESCO ACTIVELY MANAGED EXC
Q1 2026: New position (1.47M shares)
2.8%
07
$PBUS
INVESCO EXCH TRADED FD TR II
Q1 2026: New position (973.0k shares)
2.7%
08
$IJH
ISHARES TR
Q1 2026: Increased +3431.2% (25.3k → 894.5k shares)
2.5%
09
$COWZ
PACER FDS TR
Q1 2026: New position (950.0k shares)
2.3%
10
$TFLO
ISHARES TR
Q1 2026: New position (1.18M shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:30 UTC.