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Ken Evangelista

Capital Asset Advisory Services Llc

Assets Managed
$2.606B
Holdings
299
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
4.77%(2Q avg: 6.11%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Asset Advisory Services Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 299 positions.

Assets under management

The assets under management (AUM) of Capital Asset Advisory Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.606B in assets, with a quarterly growth rate of 4.77% and a 2-quarter average growth rate of 6.11%. The portfolio is managed by Ken Evangelista, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -5.78%
12.97%
$338.003M
1.038M shares@ $325.74 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -8.74%
6.2%
$161.498M
1.618M shares@ $99.85 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Decreased -4.31%
4.47%
$116.315M
1.298M shares@ $89.61 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 1.57%
3.82%
$99.314M
2.014M shares@ $49.33 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 296.26%
3.02%
$78.68M
1.021M shares@ $77.05 avg price
GSY
Invesco Ultra Short Duration
Recent Activity
Increased 17.51%
2.83%
$73.568M
1.468M shares@ $50.11 avg price
PBUS
Invesco Msci Usa Etf
Recent Activity
Increased 8.13%
2.66%
$69.092M
972,994 shares@ $71.02 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 2.57%
2.52%
$65.622M
894,526 shares@ $73.36 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Decreased -2.64%
2.31%
$60.023M
950,031 shares@ $63.19 avg price
TFLO
Ishares Treasury Floating Ra
Recent Activity
Increased 17.4%
2.3%
$59.818M
1.183M shares@ $50.57 avg price

1-10 of 299