account_balance
Investment manager · 13F filer · SEC CIK 2018007
American Capital Advisory, LLC
Reported value$292Mas of Sep 30, 2026
Positions1,172 67 new, 58 sold out
Top 10 weight57.6%DFAC alone is 12%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
11.5%Added +5%
DUSBDimensional ETF Trust
9.3%Added +6%
DFUSDimensional ETF Trust
8.6%
GTOInvesco Actively Managed Exc
6.7%Added +2%
DFAIDimensional ETF Trust
6.1%Added +20%
DFICDimensional ETF Trust
5.0%Added +9%
DFAUDimensional ETF Trust
3.5%Added +4%
AAPLApple Inc.
2.5%
DFAEDimensional ETF Trust
2.4%+11%
DFEMDimensional ETF Trust
2.0%
VUGVanguard Index FDS
1.7%−2%
LHLabcorp Holdings Inc.
1.1%
DFACDimensional ETF Trust
11.5%Added +5%
DUSBDimensional ETF Trust
9.3%Added +6%
DFUSDimensional ETF Trust
8.6%
GTOInvesco Actively Managed Exc
6.7%+2%
DFAIDimensional ETF Trust
6.1%
DFICDimensional ETF Trust
5.0%
DFAUDimensional ETF Trust
3.5%
DFAE
DFEM
VUG1.7%
LHBoxes 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
DFAC Dimensional ETF Trust 11.5% Added +5%
DUSB Dimensional ETF Trust 9.3% Added +6%
DFUS Dimensional ETF Trust 8.6% Held
GTO Invesco Actively Managed Exc 6.7% Added +2%
DFAI Dimensional ETF Trust 6.1% Added +20%
DFIC Dimensional ETF Trust 5.0% Added +9%
DFAU Dimensional ETF Trust 3.5% Added +4%
AAPL Apple Inc. 2.5% HeldDFAE Dimensional ETF Trust 2.4% Added +11%
DFEM Dimensional ETF Trust 2.0% Added +11%
VUG Vanguard Index FDS 1.7% Trimmed −2%
LH Labcorp Holdings Inc. 1.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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