Capital Advantage, Inc. has filed its Form 13F-HR for the period ending September 30, 2026. The filing, signed by Chief Compliance Officer and Chief Operating Officer Dawnalizabeth Henke, reports the firm holds equity securities in 158 separate companies.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with over 140 holdings listed as ETFs. Among the individual stock positions, Apple Inc. is the largest holding, with 54,887 shares. Microsoft Corporation follows with 14,871 shares, and NVIDIA Corporation holds 14,097 shares.
The filing lists a diverse range of other major corporations, including Alphabet Inc., Amazon.com Inc., Meta Platforms Inc., and Tesla Inc. Other notable individual stock positions include Berkshire Hathaway Inc. (2 shares), Taiwan Semiconductor Manufacturing Company (2,196 shares), and WW Grainger Inc. (172 shares).
The report indicates that all positions are held as sole voting and dispositive power.
