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Walter Karle

Cantor Fitzgerald Investment Advisors L.p.

Assets Managed
$1.356B
Holdings
178
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
0.43%(2Q avg: -3.89%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cantor Fitzgerald Investment Advisors L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 178 positions.

Assets under management

The assets under management (AUM) of Cantor Fitzgerald Investment Advisors L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.356B in assets, with a quarterly growth rate of 0.43% and a 2-quarter average growth rate of -3.89%. The portfolio is managed by Walter Karle, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Increased 60.98%
6.3%
$85.372M
719,834 shares@ $118.6 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.3%
4.87%
$66.027M
101,081 shares@ $653.21 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 21.25%
3.79%
$51.339M
1.093M shares@ $46.96 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -8.37%
3.45%
$46.732M
78,206 shares@ $597.56 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -2.28%
3.11%
$42.113M
72,964 shares@ $577.19 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -8.63%
2.81%
$38.057M
593,905 shares@ $64.08 avg price
CVS
Cvs Health Corp
Recent Activity
Decreased -2.02%
1.95%
$26.313M
366,368 shares@ $71.82 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -3.41%
1.68%
$22.779M
134,262 shares@ $169.67 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Decreased -21.95%
1.6%
$21.653M
645,582 shares@ $33.55 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -5.55%
1.58%
$21.355M
832,885 shares@ $25.64 avg price

1-10 of 178