Capital Advantage, Inc. Portfolio Holdings
Capital Advantage, Inc.
- $664 Million
- Q4 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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