CPA Asset Management Group, LLC: summary

CPA Asset Management Group, LLC reported 86 positions with a reported value of $357.06M in its 13F for Q3 2026. Compared with Q2 2026: 8 new positions, 19 exited.

Top positions

• DIMENSIONAL ETF TRUST
• VANGUARD SHORT-TERM TREASURY ETF
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• VANGUARD MORNINGSTAR GROWTH ETF
• DIMENSIONAL ETF TRUST
• FIDELITY MERRIMACK STR TR
• ISHARES GOLD TRUST
• VANGUARD MORNINGSTAR MID-CAP ETF
• INVESCO EXCHANGE TRADED FD TR