Capital Advantage, Inc. has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $570 Million distributed in 139 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $85.9M, Schwab Fundamental Intl Large with a value of $42M, Vanguard Whitehall Fds Intl Di with a value of $36.8M, Vanguard Whitehall Fds Intl Hi with a value of $30.5M, and Vanguard Mega Cap Value with a value of $26.1M.
Examining the 13F form we can see an increase of $22.3M in the current position value, from $547M to 570M.
Below you can find more details about Capital Advantage, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$570 Million
ETFs: $483 Million
Technology: $40.7 Million
Communication Services: $10.3 Million
Industrials: $8.7 Million
Financial Services: $6.96 Million
Energy: $5.86 Million
Consumer Cyclical: $5.57 Million
Consumer Defensive: $4.18 Million
Other: $4.27 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
