Capital Asset Advisory Services LLC has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.41 Billion distributed in 289 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $342M, Ishares Core U.S. Aggregate Bo with a value of $177M, Ishares Core Msci Intl Develop with a value of $110M, Spdr Ser Tr Fds Spdr Portfolio with a value of $86.8M, and Vanguard Mid Cap ETF with a value of $73.9M.
Examining the 13F form we can see an increase of $108M in the current position value, from $2.3B to 2.41B.
Capital Asset Advisory Services LLC is based out at Haslett, MI
Below you can find more details about Capital Asset Advisory Services LLC portfolio as well as his latest detailed transactions.
