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Portfolio (Quarterly) Guide ↗

American Capital Advisory, LLC

· CIK 0002018007
13F Portfolio $231M AUM 1,079 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1079 New
Page 1 of 54  ·  1,079 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAC DIMENSIONAL ETF TRUST 703,849.0 $27.9M 12.07% NEW $39.59 +11.5%
2 DUSB DIMENSIONAL ETF TRUST 350,439.0 $17.7M 7.69% NEW $50.65 +0.3%
3 DFUS DIMENSIONAL ETF TRUST 235,262.0 $17.4M 7.56% NEW $74.17 +10.9%
4 GTO INVESCO ACTIVELY MANAGED EXC 270,187.0 $12.8M 5.55% NEW $47.42 -1.1%
5 DFAI DIMENSIONAL ETF TRUST 284,729.0 $10.9M 4.70% NEW $38.11 +9.6%
6 DFIC DIMENSIONAL ETF TRUST 312,060.0 $10.8M 4.66% NEW $34.46 +10.7%
7 DFAU DIMENSIONAL ETF TRUST 191,545.0 $9.0M 3.88% NEW $46.80 +11.0%
8 AAPL APPLE INC Technology 22,442.0 $6.1M 2.64% NEW $271.86 +15.0%
9 VUG VANGUARD INDEX FDS 8,352.0 $4.1M 1.76% NEW $487.87 -81.7%
10 DFAE DIMENSIONAL ETF TRUST 109,924.0 $3.6M 1.55% NEW $32.57 +24.4%
11 DFEM DIMENSIONAL ETF TRUST 107,694.0 $3.6M 1.54% NEW $33.08 +24.3%
12 GOOG ALPHABET INC Communication Services 10,532.0 $3.3M 1.43% NEW $313.80 +23.0%
13 SPY SPDR S&P 500 ETF TR Financial Services 4,451.0 $3.0M 1.31% NEW $681.94 +10.7%
14 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 128,292.0 $3.0M 1.31% NEW $23.65 +2.0%
15 STT STATE STR CORP Financial Services 22,467.0 $2.9M 1.26% NEW $129.01 +22.2%
16 RSP INVESCO EXCHANGE TRADED FD T 14,684.0 $2.8M 1.22% NEW $191.56 +8.7%
17 PM PHILIP MORRIS INTL INC Consumer Defensive 17,519.0 $2.8M 1.22% NEW $160.40 +11.3%
18 LH LABCORP HOLDINGS INC Healthcare 10,881.0 $2.7M 1.18% NEW $250.88 +4.7%
19 CSCO CISCO SYS INC Technology 34,720.0 $2.7M 1.16% NEW $77.03 +54.0%
20 BAC BANK AMERICA CORP Financial Services 43,963.0 $2.4M 1.05% NEW $55.00 -7.7%
Page 1 of 54  ·  1,079 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.1%
Technology 22.9%
Consumer Cyclical 10.7%
Communication Services 9.3%
Healthcare 8.4%
Consumer Defensive 8.1%
Basic Materials 4.9%
Industrials 4.4%
Energy 3.3%
Utilities 0.5%