Capital Management Associates, Inc

Q2 2026 13F Holdings

  • Location
    minneapolis, MN
  • Num holdings

    153

  • Value ($000)

    $497,521

  • Date Filed
    07/22/2026
  • Form type
    13F-HR
  • CIK
    0002008851
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
$76.95M
16 %

103,045

SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
$51.82M
10 %

1,789,502

VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$48.35M
10 %

70,396

NDQ

INVESCO QQQ TR

UNIT SER 1
$29.06M
6 %

39,468

AAPL

APPLE INC

COM
$16.2M
3 %

55,983

DIA

STATE STR SPDR DOW JONES IND

UT SER 1
$15.29M
3 %

29,261

HYS

PIMCO ETF TR

0-5 HIGH YIELD
$14.67M
3 %

156,854

VB

VANGUARD INDEX FDS

SMALL CP ETF
$12.99M
3 %

42,847

SIVR

ABRDN SILVER ETF TRUST

PHYSCL SILVR SHS
$12.63M
3 %

224,604

CGBL

CAPITAL GROUP CORE BALANCED

SHS
$12.15M
2 %

320,084

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