account_balance
Investment manager · 13F filer · SEC CIK 1944437
Cape Investment Advisory, Inc.
Reported value$388Mas of Sep 30, 2026
Positions1,472 92 new, 69 sold out
Top 10 weight34.0%SCHB alone is 12%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHBSchwab Strategic Tr
12.3%
SCHVSchwab Strategic Tr
5.2%
BINCBlackRock ETF Trust II
3.0%Added +4%
MSFTMicrosoft Corp
2.4%Added +6%
SCHGSchwab Strategic Tr
2.3%
SCHJSchwab Strategic Tr
2.2%Added +2%
SCHMSchwab Strategic Tr
1.7%
SPYSPDR S&P 500 ETF Trust
1.7%
RSPInvesco Exchange Traded Fd T
1.6%
SCHDSchwab Strategic Tr
1.6%Added +4%
AAPLApple Inc.
1.5%Added +9%
AMZNAmazon.com Inc
1.5%
SCHBSchwab Strategic Tr
12.3%
SCHVSchwab Strategic Tr
5.2%
BINCBlackRock ETF Trust II
3.0%
MSFTMicrosoft Corp
2.4%
SCHG2.3%
SCHJ2.2%
SCHMSchwab Strategic Tr
1.7%
RSP1.6%
SCHD1.6%
AAPL1.5%AMZN1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHB Schwab Strategic Tr 12.3% Held
SCHV Schwab Strategic Tr 5.2% Held
BINC BlackRock ETF Trust II 3.0% Added +4%
MSFT Microsoft Corp 2.4% Added +6%SCHG Schwab Strategic Tr 2.3% Held
SCHJ Schwab Strategic Tr 2.2% Added +2%
SCHM Schwab Strategic Tr 1.7% Held
SPY SPDR S&P 500 ETF Trust 1.7% HeldRSP Invesco Exchange Traded Fd T 1.6% Held
SCHD Schwab Strategic Tr 1.6% Added +4%
AAPL Apple Inc. 1.5% Added +9%AMZN Amazon.com Inc 1.5% Added +3%What changed
Biggest moves since Jun 30, 2026
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