§ 13F · FUND PROFILE
Capital Advantage, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $631.4T (13F)Positions · 139Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 1.00M | $84.0T | 11.3% | −1% |
| 2 | CGMS | CAPITAL GRP FIXED INCM ETF T | 2.31M | $63.8T | 8.6% | +6% |
| 3 | FNDF | SCHWAB STRATEGIC TR | 1.10M | $49.9T | 6.7% | +4% |
| 4 | VIGI | VANGUARD WHITEHALL FDS | 431K | $39.4T | 5.3% | +3% |
| 5 | VYMI | VANGUARD WHITEHALL FDS | 410K | $36.9T | 5.0% | +4% |
| 6 | ICSH | ISHARES TR | 718K | $36.3T | 4.9% | +737% |
| 7 | MGV | VANGUARD WORLD FD | 197K | $27.8T | 3.8% | ±0% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 117K | $25.7T | 3.5% | +2% |
| 9 | VHT | VANGUARD WORLD FD | 88K | $25.3T | 3.4% | +2% |
| 10 | SCHD | SCHWAB STRATEGIC TR | 876K | $24.0T | 3.2% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAPITAL SIGNAL
AC read
Capital Advantage, Inc. is a Other fund managing $631434.8 trillion in assets. The fund runs a portfolio of 139 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed