Cpa Asset Management LLC Purchases and Sells in Q4 2025

Cpa Asset Management LLC

$285 Billion
Q4 2025

Top Buys

Incresed Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD MALVERN FDS	104K + 192.96%	N/A	158K $12B
DFSD	101K + 55.73%	$48.17 - $48.5 $4.88M - $4.91M	283K $13.6B
IAU	3.56K + 1.45%	$72.65 - $82.5 $258K - $293K	249K $20.2B
FBND	53.4K + 8.52%	$46.2 - $46.85 $2.47M - $2.5M	680K $31.3B
DFAI	37K + 9.37%	$35.82 - $37.52 $1.32M - $1.39M	432K $16.5B
DIMENSIONAL ETF TRUST	26.2K + 852.66%	N/A	29.2K $2.15B

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	6.64K New	$179.83 - $207.04 $1.19M - $1.38M	6.64K $1.24B
AXP	1.57K New	$316.26 - $372.77 $497K - $586K	1.57K $582M
IDMO	10.1K New	$52.81 - $55.35 $535K - $561K	10.1K $563M
WMT	4.37K New	$101.18 - $109.03 $442K - $476K	4.37K $486M
AVGO	1.26K New	$324.63 - $385.98 $407K - $484K	1.26K $434M
MS	2.37K New	$151.86 - $169.92 $360K - $403K	2.37K $421M

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIP	-194K - 53.95%	$42.01 - $42.55 $8.14M - $8.25M	165K $6.88B
DUHP	-32.5K - 7.63%	$37.18 - $38.47 $1.21M - $1.25M	393K $15B
SYY	-5.9K - 63.44%	$72.9 - $83.27 $430K - $491K	3.4K $251M
COST	-471 - 42.13%	$910.94 - $954.99 $429K - $450K	647 $558M
DFUS	-8.06K - 6.82%	$71.0 - $74.64 $572K - $602K	110K $8.17B
BDX	-2.03K - 31.47%	$176.39 - $193.93 $357K - $393K	4.41K $856M

Activity Summary All Purchases 58 New Holdings 22 Increased Positions 36 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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