Capital Performance Advisors LLP has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $911 Million distributed in 354 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $108M, Dimensional ETF Tr U S Target with a value of $83M, Ishares Core S&P 500 ETF with a value of $57.5M, Dimensional ETF Tr U S Core Eq with a value of $57M, and Vanguard Ftse Emerging Mkts Et with a value of $39.5M.
Examining the 13F form we can see an increase of $314M in the current position value, from $597M to 911M.
Below you can find more details about Capital Performance Advisors LLP portfolio as well as his latest detailed transactions.
