Capital Advantage, Inc.
Q2 2026 13F Holdings
- Locationwalnut creek, CA
- Num holdings
150
- Value ($000)
$819,650
- Date Filed 07/13/2026
- Form type13F-HR
- CIK 0001628896
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 | $103.63M | 13 % | 3,791,682 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $58.06M | 7 % | 1,100,538 | ||
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $40.8M | 5 % | 415,485 | ||
VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $40.29M | 5 % | 431,472 | ||
ISHARES TR | ULTRA SHORT DUR | 46434V878 | $37.57M | 5 % | 742,780 | ||
VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $32.21M | 4 % | 197,037 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $27.8M | 3 % | 117,497 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $27.69M | 3 % | 873,130 | ||
CAPITAL GROUP DIVIDEND VALUE | SHS CREAT UNIT | 14020W106 | $26.58M | 3 % | 539,351 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $26.53M | 3 % | 88,732 |
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