Long-term investor
Cpa Asset Management Group, LLC @cpaassetmanagementgroupl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001963967).
Record
- Tracked since 2025-12-31 (257 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days +6.6% · 6 months n/a · 1 year n/a · all +6.8%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFSD · 13.5% · long · since 2025-12-31
- DFAE · 7.8% · long · since 2025-12-31
- FBND · 6.7% · long · since 2025-12-31
- VGSH · 6.6% · long · since 2026-06-30
- DFAC · 5.8% · long · since 2025-12-31
- DFAI · 5.7% · long · since 2025-12-31
- VUG · 5.5% · long · since 2025-12-31
- IAU · 5.2% · long · since 2025-12-31
- VO · 4.0% · long · since 2025-12-31
- IDMO · 3.1% · long · since 2025-12-31
- CAT · 2.9% · long · since 2025-12-31
- BRKA · 2.8% · long · since 2025-12-31