Capital Performance Advisors LLP has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $597 Million distributed in 346 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 $57.8M, Ishares Core S&P 500 ETF with a value of $50.2M, Dimensional ETF Tr U S Target with a value of $43.5M, Ishares Core U.S. Aggregate Bo with a value of $28.1M, and Apple Inc. with a value of $26.5M.
Examining the 13F form we can see an increase of $93.7M in the current position value, from $504M to 597M.
Below you can find more details about Capital Performance Advisors LLP portfolio as well as his latest detailed transactions.
Portfolio value
$597 Million
ETFs: $401 Million
Technology: $76 Million
Financial Services: $30.7 Million
Consumer Cyclical: $18.9 Million
Communication Services: $18.2 Million
Healthcare: $16.3 Million
Industrials: $11.6 Million
Consumer Defensive: $9.13 Million
Other: $10.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
