Capital Asset Advisory Services LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing reports the firm holds positions in 357 separate securities.
The report lists a diverse range of holdings across various sectors. Major positions include Apple Inc., with 16,322,800 shares; Amazon.com Inc., with 97,947 shares; and Broadcom Inc., with 40,472 shares. Other notable names in the portfolio include Alphabet Class A and Class C shares, with 55,101 and 22,911 shares respectively, and Microsoft (International Business Machines) with 8,491 shares.
The filing also includes significant exposure to exchange-traded funds (ETFs). Top ETF holdings include the iShares Core S&P 500 ETF, with 3,415 shares, and the iShares Core U.S. Aggregate Bond ETF, with 1,757,484 shares. Other ETFs listed include various funds tracking the Nasdaq, S&P 500, and international markets, as well as funds focused on gold and emerging markets.
Capital Asset Advisory Services LLC is based in Williamston, Michigan, and lists Ken Evangelista as the Chief Compliance Officer. The filing was submitted on October 30, 2026.
