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CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

Q1 2026 13F Holdings

  • Location
    phoenix, AZ
  • Num holdings

    6

  • Value ($000)

    $2,251

  • Date Filed
    04/15/2026
  • Form type
    13F-HR
  • CIK
    0001803229
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R200
$664.2K
30 %

21,579

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$416.22K
19 %

640

D
DIA

STATE STR SPDR DOW JONES IND

UT SER 1
78467X109
$379.35K
17 %

819

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SPDR SERIES TRUST

STATE STREET SPD
78464A805
$362.73K
16 %

4,588

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$220.62K
10 %

3,267

D
DVY

ISHARES TR

SELECT DIVID ETF
464287168
$208.19K
9 %

1,375

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