Capital Advantage, Inc. has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $664 Million distributed in 149 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $83.8M, Schwab Fundamental Intl Large with a value of $49.4M, Vanguard Whitehall Fds Intl Di with a value of $39M, Blackrock Ultra Short Term Bon with a value of $36.4M, and Vanguard Whitehall Fds Intl Hi with a value of $35.9M.
Examining the 13F form we can see an increase of $63.4M in the current position value, from $600M to 664M.
Below you can find more details about Capital Advantage, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$664 Million
ETFs: $570 Million
Technology: $46 Million
Communication Services: $10.4 Million
Industrials: $8.94 Million
Financial Services: $7.94 Million
Energy: $6.28 Million
Consumer Cyclical: $5.67 Million
Healthcare: $4.49 Million
Other: $3.95 Million
Stock Holdings Table Market Cap. of $200 Billions or more
