Arkolith/Funds/CPA Asset Management Group, LLC

CPA Asset Management Group, LLC

CIK 1963967
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

CPA Asset Management Group, LLC holds a focused book of 97 stocks worth $347.2M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Short-Term Treasury and trimmed Dimensional Emerging Core Eq. Their largest long position is Dimensional Short Duration at 13% of the equity book.

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Use Arkolith to show CPA Asset Management Group, LLC's latest
holdings, largest changes, and filing provenance.
Opened
3
new positions
Added to
22
existing
Trimmed
33
reduced
Sold out
4
exited

Concentration

Top-heavy: focused book

Top 5 holdings
40%
Top 10 holdings
64%
Top 20 holdings
82%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

23% mapped to company sectors

ETF / fund or unclassified
77%
Financials
10%
Information Technology
4%
Industrials
3%
Consumer Discretionary
2%
Health Care
1%
Materials
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

97 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
SHOR DUR FIX ETF
$46.8M980.9K
13.5%
+115%
Added · +524K sh
2Dimensional ETF Trust
EMGR CRE EQT MNG
$27.2M675.6K
7.8%
−1.2%
Reduced · −8K sh
3Fidelity Merrimack STR TR
TOTAL BD ETF
$23.1M508.8K
6.7%
−22%
Reduced · −142K sh
4Vanguard Scottsdale FDS
SHORT TERM TREAS
$23.0M395.4K
6.6%
New
New position
5Dimensional ETF Trust
US COR EQU 2 ETF
$20.1M453.5K
5.8%
31×
Added · +439K sh
6Dimensional ETF Trust
INTL CORE EQT MK
$19.7M477.1K
5.7%
+5.9%
Added · +26K sh
7Vanguard Index FDS
GROWTH ETF
$19.1M221.4K
5.5%
11×
Added · +202K sh
8Ishares Gold TR
ISHARES NEW
$18.2M240.9K
5.2%
+1.7%
Added · +4K sh
9Vanguard Index FDS
MID CAP ETF
$13.9M172.3K
4.0%
+276%
Added · +126K sh
10Invesco Exch Traded FD TR II
S&P INTL MOMNT
$10.7M176.9K
3.1%
+252%
Added · +127K sh
11Caterpillar Inc
COM
$10.1M9.5K
2.9%
−7.6%
Reduced · −778 sh
12Berkshire Hathaway Inc Del
CL A
$9.7M13
2.8%
−7.1%
Reduced · −1 sh
13Dimensional ETF Trust
US LARG VALU ETF
$8.1M205.2K
2.3%
New
New position
14Schwab Strategic TR
US DIVIDEND EQ
$6.4M203.3K
1.9%
+589%
Added · +174K sh
15Dimensional ETF Trust
US SMALL CAP ETF
$6.1M73.9K
1.8%
−22%
Reduced · −20K sh
16Dimensional ETF Trust
US HIGH PROF ETF
$5.2M123.6K
1.5%
−62%
Reduced · −200K sh
17Apple Inc
COM
$4.6M15.9K
1.3%
+1.7%
Added · +262 sh
18Vanguard Specialized Funds
DIV APP ETF
$4.4M18.8K
1.3%
−4.8%
Reduced · −954 sh
19Select Sector SPDR TR
ST STR TECHN ETF
$4.4M23.1K
1.3%
−0.2%
Reduced · −44 sh
20Dimensional ETF Trust
INTL HIGH PROFIT
$3.8M111.5K
1.1%
−60%
Reduced · −164K sh
21Berkshire Hathaway Inc Del
CL B NEW
$3.2M6.3K
0.9%
+22%
Added · +1K sh
22Dimensional ETF Trust
US EQUI MARK ETF
$2.7M33.4K
0.8%
−68%
Reduced · −71K sh
23McDonalds Corp
COM
$2.7M10.0K
0.8%
−0.6%
Reduced · −60 sh
24Dimensional ETF Trust
US COR EQU 1 ETF
$2.6M31.9K
0.8%
−71%
Reduced · −79K sh
25JPMorgan Chase & Co
COM
$2.5M7.6K
0.7%
+2.1%
Added · +158 sh
26Johnson & Johnson
COM
$2.1M8.1K
0.6%
+1.1%
Added · +91 sh
27Microsoft Corp
COM
$1.8M4.7K
0.5%
+0.4%
Added · +19 sh
28Ecolab Inc
COM
$1.6M5.9K
0.5%
Held
29Alphabet Inc
CAP STK CL A
$1.6M4.6K
0.5%
+4.6%
Added · +200 sh
30Vanguard Malvern FDS
GOVT ACTIV ETF
$1.6M21.5K
0.5%
−90%
Reduced · −184K sh
31Ishares TR
TIPS BD ETF
$1.6M14.7K
0.5%
Held
32American Centy ETF TR
FOCUSED LRG CAP
$1.6M19.4K
0.5%
−85%
Reduced · −108K sh
33Ishares TR
S&P 100 ETF
$1.4M3.7K
0.4%
−4.9%
Reduced · −192 sh
34Vanguard Whitehall FDS
HIGH DIV YLD
$1.3M8.3K
0.4%
−14%
Reduced · −1K sh
35Amazon Com Inc
COM
$1.3M5.3K
0.4%
+3.9%
Added · +200 sh
36Vanguard Index FDS
SMALL CP ETF
$1.2M4.1K
0.4%
Held
37Nvidia Corporation
COM
$1.2M6.0K
0.3%
−1.2%
Reduced · −74 sh
38Capital Group Dividend Value
SHS CREAT UNIT
$1.1M23.3K
0.3%
Held
39Dimensional ETF Trust
US SMALL CAP ETF
$1.1M28.4K
0.3%
−12%
Reduced · −4K sh
40PNC Finl Svcs Group Inc
COM
$1.1M4.4K
0.3%
−0.2%
Reduced · −10 sh
41Danaher Corp Del
COM
$1.1M5.6K
0.3%
−7.9%
Reduced · −481 sh
42Dimensional ETF Trust
INFLATION PROTE
$1.0M24.9K
0.3%
−83%
Reduced · −123K sh
43RTX Corporation
COM
$990K5.2K
0.3%
+0.6%
Added · +30 sh
44Alphabet Inc
CAP STK CL C
$981K2.8K
0.3%
Held
45NextEra Energy Inc
COM
$824K9.4K
0.2%
−5.3%
Reduced · −525 sh
46ALPS ETF TR
ALERIAN MLP
$800K15.4K
0.2%
Held
47State STR SPDR S&P 500 ETF T
TR UNIT
$743K996
0.2%
−9.4%
Reduced · −104 sh
48Dimensional ETF Trust
US TARGETED VLU
$740K10.6K
0.2%
−11%
Reduced · −1K sh
49Procter & Gamble Co
COM
$719K4.9K
0.2%
Held
50Vanguard Index FDS
TOTAL STK MKT
$705K1.9K
0.2%
Held
Showing 50 of 97 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 202697$347.2M13F-HR
Q1 2026Mar 31, 2026May 5, 202699$298.2M13F-HR
Q4 2025Dec 31, 2025Jan 13, 2026106$285.0M13F-HR
Q3 2025Sep 30, 2025Oct 21, 202589$259.4M13F-HR
Q2 2025Jun 30, 2025Jul 3, 202583$237.9M13F-HR
Q1 2025Mar 31, 2025Apr 21, 202584$227.2M13F-HR
Q4 2024Dec 31, 2024Feb 4, 202578$215.2M13F-HR
Q3 2024Sep 30, 2024Oct 22, 202477$207.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.