American Capital Advisory, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $185 Billion distributed in 802 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $23.2B, Dimensional ETF Trust with a value of $15.3B, Dimensional ETF Tr U S Equity with a value of $13.1B, Invesco Actively Managed ETF T with a value of $8.69B, and Dimensional ETF Tr with a value of $8.51B.
Examining the 13F form we can see an increase of $4.8B in the current position value, from $181B to 185B.
American Capital Advisory, LLC is based out at Ketchum, ID
Below you can find more details about American Capital Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$185 Billion
ETFs: $103 Billion
Technology: $13.9 Billion
Financial Services: $11.8 Billion
Consumer Cyclical: $9.49 Billion
Communication Services: $7.35 Billion
Consumer Defensive: $7.11 Billion
Healthcare: $4.57 Billion
Energy: $3.38 Billion
Other: $4.84 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
