Cape Investment Advisory, Inc. Portfolio Stock Holdings

According to the SEC 13F filed on July 23, 2026, Cape Investment Advisory, Inc. disclosed 1438 stock positions valued at approximately $374.03M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and BLACKROCK ETF TRUST II.

Report Period
June 30, 2026
No. of Stocks
1438
Portfolio Value
$374.03M
Holdings by Sector
Cape Investment Advisory, Inc. Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SCHWAB STRATEGIC TRSCHBOther12.37%1,597,218+13,024+0.82%$46,255,425
SCHWAB STRATEGIC TRSCHVOther5.60%601,890+219+0.04%$20,951,796
BLACKROCK ETF TRUST IIBINCOther3.13%223,537+6,604+3.04%$11,699,929
SCHWAB STRATEGIC TRSCHGOther2.29%252,801-2,914-1.14%$8,554,799
SCHWAB STRATEGIC TRSCHJOther2.28%346,191+5,945+1.75%$8,537,072
SCHWAB STRATEGIC TRSCHMOther1.92%194,841-508-0.26%$7,183,776
MICROSOFT CORPMSFTTechnology1.72%17,276+937+5.73%$6,444,451
INVESCO EXCHANGE TRADED FD TRSPOther1.71%30,062-448-1.47%$6,396,231
STATE STR SPDR S&P 500 ETF TSPYOther1.70%8,508+439+5.44%$6,353,188
ALPHABET INCGOOGLCommunication Services1.58%16,553-1,306-7.31%$5,915,476
ISHARES TRIVVOther1.53%7,644+2,025+36.04%$5,724,205
SCHWAB STRATEGIC TRSCHDOther1.52%179,537-4,576-2.49%$5,693,107
AMAZON COM INCAMZNConsumer Cyclical1.41%22,055+261+1.20%$5,256,552
APPLE INCAAPLTechnology1.26%16,316+357+2.24%$4,721,202
SCHWAB STRATEGIC TRSCHEOther1.19%122,438+3,440+2.89%$4,439,613
SCHWAB STRATEGIC TRSCHFOther1.16%156,102+3,132+2.05%$4,324,037
UNIFIED SER TRMGMTOther1.11%81,430+197+0.24%$4,149,675
JANUS DETROIT STR TRVNLAOther1.09%83,657+3,574+4.46%$4,087,911
COCA COLA COKOConsumer Defensive1.09%50,084-14,485-22.43%$4,070,304
SPDR SERIES TRUSTSPLGOther1.08%46,081+1,994+4.52%$4,049,619
MICRON TECHNOLOGY INCMUTechnology0.95%3,088-889-22.35%$3,563,935
ALPHABET INCGOOGCommunication Services0.92%9,688+190+2.00%$3,423,155
NVIDIA CORPORATIONNVDATechnology0.87%16,354+2,026+14.14%$3,272,370
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.87%6,801-1,093-13.85%$3,247,954
META PLATFORMS INCMETACommunication Services0.84%5,584+92+1.68%$3,145,510
CHEVRON CORPORATIONCVXEnergy0.84%18,937-1,235-6.12%$3,139,053
APPLIED MATLS INCAMATTechnology0.73%3,793-1,671-30.58%$2,742,339
ISHARES TRIUSBOther0.67%54,060+4,115+8.24%$2,494,862
INVESCO QQQ TRQQQOther0.66%3,367+162+5.05%$2,479,117
SOUTHERN COSOUtilities0.65%25,514+37+0.15%$2,441,923
Showing 30 of 1,438 holdings in the latest reporting period.