ACAS, LLC
Q2 2025 13F Holdings
- Locationrancho santa fe, CA
- Num holdings
93
- Value ($000)
$149,218
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001859505
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $12.10M | 8 % | 285,443 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $11.71M | 8 % | 285,215 | ||
BOXX EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 | $9.02M | 6 % | 79,686 | ||
AAPL APPLE INC | COM | 037833100 | $8.81M | 6 % | 37,756 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $8.80M | 6 % | 18,441 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $7.13M | 5 % | 61,680 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.35M | 4 % | 23,815 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $4.61M | 3 % | 14,911 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $4.36M | 3 % | 21,554 | ||
CGBL CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | $4.35M | 3 % | 127,742 |
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