SEC Form 13F

Capital Advantage, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-14
Reported value$819,649,878
Positions150

Largest disclosed positions

IssuerTickerClassReported valueReported amount
CAPITAL GRP FIXED INCM ETF TCGMSUS MULTI-SECTOR$103,626,6773,791,682
SCHWAB STRATEGIC TRFNDFFUNDAMENTAL INTL$58,064,3661,100,538
VANGUARD WHITEHALL FDSVYMIINTL HIGH ETF$40,800,620415,485
VANGUARD WHITEHALL FDSVIGIINTL DVD ETF$40,290,853431,472
ISHARES TRICSHULTRA SHORT DUR$37,569,810742,780
VANGUARD WORLD FDMGVMEGA CAP VAL ETF$32,205,694197,037
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$27,802,072117,497
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$27,686,944873,130
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREAT UNIT$26,579,364539,351
VANGUARD WORLD FDVHTHEALTH CAR ETF$26,531,73888,732

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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