CAP Partners, LLC

Holdings as of 2026-06-30, filed 2026-07-30

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 30 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
155
Value reported by manager
$204.4M
Sum of our stored positions
$204.4M
should match the line above
Disclosure lag
30 d
quarter end to filing
Top 5 concentration
24.4%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

155 largest shown
IssuerClassValueSharesTypeCUSIP
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF$16.4M54,25746138G649
SCHWAB STRATEGIC TRUS LRG CAP ETF$12.8M435,396808524201
TESLA INCCOM$8.9M21,07988160R101
NVIDIA CORPORATIONCOM$6M30,22967066G104
AMERICAN CENTY ETF TRAVAN US SMAL ETF$5.8M78,499025072323
AMERICAN CENTY ETF TRAVANTIS EMGMKT$5.5M56,503025072604
SCHWAB STRATEGIC TRINTL EQTY ETF$5.1M182,898808524805
AMAZON COM INCCOM$4.4M18,604023135106
SPDR SERIES TRUSTST STR P500ETF$4.3M48,68078464A854
APPLE INCCOM$4.2M14,619037833100
VANGUARD INDEX FDSMID CAP ETF$4.2M51,814922908629
AMERICAN CENTY ETF TRUS SML CP VALU$3.7M29,317025072877
SCHWAB STRATEGIC TRUS DIVIDEND EQ$3.6M113,625808524797
AMERICAN CENTY ETF TRINTL EQT ETF$3.5M39,759025072703
VICTORY PORTFOLIOS IISHS FR CA FL ETF$3.4M75,35592647X830
ALPHABET INCCAP STK CL C$3.4M9,70202079K107
MORGAN STANLEY ETF TRUSTEATO VANC BD ETF$3.3M65,92861774R841
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM$3.2M57,37146641Q332
SELECT SECTOR SPDR TRST STR REAL ETF$2.9M65,01781369Y860
SPDR SERIES TRUSTST STR P500VAL$2.8M46,26578464A508
AMERICAN CENTY ETF TRUS LARGE CAP VLU$2.8M30,481025072349
NEOS ETF TRUSTNASDAQ 100 HIGH$2.5M43,49778433H675
FIDELITY COVINGTON TRUSTMSCI INFO TECH I$2.3M8,000316092808
J P MORGAN EXCHANGE TRADED FUS QUALTY FCTR$2.2M31,07346641Q761
AMERICAN CENTY ETF TRAVANTIS CORE FI$2.2M53,855025072562
GOLDMAN SACHS ETF TRS&P 500 PREMIUM$2.1M37,60438149W622
SHOPIFY INCCL A SUB VTG SHS$2.1M18,17582509L107
SCHWAB STRATEGIC TREMRG MKTEQ ETF$2.1M56,616808524706
AMPLIFY ETF TRCWP INTL ENHANCE$2M46,446032108722
ISHARES TRCORE UNIVRSL USD$1.8M38,38946434V613
AMPLIFY ETF TRCWP ENHANCED DIV$1.7M37,086032108409
NEOS ETF TRUSTNEOS S&P 500 HI$1.7M31,89778433H303
GOLDMAN SACHS ETF TRNASDA 100 ETF$1.7M28,31638149W630
MICROSOFT CORPCOM$1.6M4,221594918104
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF$1.6M30,73846641Q837
INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM$1.5M9,47646138E339
DIREXION SHARES ETF TRUSTNASDAQ 100 EQ WT$1.5M12,36625459Y207
DBX ETF TRXTRA ART INT ETF$1.4M25,09823306X829
CROWDSTRIKE HLDGS INCCL A$1.3M1,72922788C105
STRATEGY INCCL A NEW$1.3M14,694594972408
VICTORY PORTFOLIOS IIVICT FR GROW ETF$1.2M34,55192647X764
AMPLIFY ETF TRCWP GRO INC ETF$1.1M37,553032108524
ADVANCED MICRO DEVICES INCCOM$1.1M1,927007903107
BROADCOM INCCOM$1.1M2,92911135F101
SCHWAB STRATEGIC TRUS BRD MKT ETF$1.1M36,893808524102
TIDAL TRUST IFUND GRAN US ETF$1.1M38,403886364231
SCHWAB STRATEGIC TRUS MID-CAP ETF$1M28,424808524508
ALPHABET INCCAP STK CL A$1M2,87302079K305
ISHARES TR0-3 MTH TREASURY$1M10,01846436E718
COINBASE GLOBAL INCCOM CL A$1M6,84819260Q107
NEOS ETF TRUSTMSCI EAFE HIGH$965.7K18,74178433H543
SPDR SERIES TRUSTST LON TREAS ETF$934.9K35,64178464A664
NEOS ETF TRUSTREAL EST HIG ETF$913.9K18,61078433H618
ARISTA NETWORKS INCCOM SHS$912.1K5,369040413205
STRIVE INCCL A COM$884.1K81,035862945300
LISTED FDS TRSHARES LAG CAP$876.2K15,47853656F805
BERKSHIRE HATHAWAY INC DELCL B NEW$858.7K1,716084670702
VISA INCCOM CL A$842.5K2,45692826C839
INVESCO EXCHANGE TRADED FD TS&P MDCP MOMNTUM$835.4K4,91046137V464
J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM$827.3K13,46146654Q203
SPDR SERIES TRUSTST STR SP AERO$805.4K2,83878464A631
INVESCO EXCH TRD SLF IDX FDRUSL 1000 DYNM$778.7K11,36146138J619
LISTED FDS TRSHARES FOREIGN$773.2K24,39753656F870
WALMART INCCOM$753.3K6,651931142103
AMPLIFY ETF TRENER NAT RES ETF$736.3K23,025032108730
ONEOK INC NEWCOM$727.1K8,364682680103
MERCADOLIBRE INCCOM$726.5K42858733R102
FRANKLIN TEMPLETON ETF TRINTL COR DIV TIL$717.7K16,79935473P108
META PLATFORMS INCCL A$708.8K1,25830303M102
UNITED CMNTY BKS BLAIRSVLE GCOM$696.6K19,85190984P303
TCW ETF TRUSTFLEXIBLE INCOME$691.5K17,63529287L700
SCHWAB STRATEGIC TRMUN BD ETF$677.4K26,235808524649
SCHWAB STRATEGIC TRUS SML CAP ETF$674.4K18,667808524607
SPDR SERIES TRUSTST STR CONV ETF$667K6,18678464A359
CATERPILLAR INCCOM$656.9K617149123101
NEOS ETF TRUSTNASDAQ 100 HDGD$647.6K11,59778433H576
CAPITAL GRP FIXED INCM ETF TUS MULTI-SECTOR$641.8K23,48514020Y300
ISHARES TRMBS ETF$616.7K6,524464288588
J P MORGAN EXCHANGE TRADED FHEDG EQU LAD ETF$566.9K8,38846654Q724
ENBRIDGE INCCOM$559.6K10,32229250N105
MASTERCARD INCORPORATEDCL A$542.3K1,05657636Q104
REALTY INCOME CORPCOM$537.2K8,670756109104
NEOS ETF TRUSTMLP EN IN HI ETF$528.1K9,59978433H485
SELECT SECTOR SPDR TRST STR UTIL ETF$520.6K11,48281369Y886
GE AEROSPACECOM NEW$514.7K1,377369604301
VANECK ETF TRUSTLONG MUNI ETF$511.3K28,75992189F536
REX ETF TRAUTOCALLABLE IN$506.4K20,400761562859
ALTRIA GROUP INCCOM$501.5K6,97002209S103
PROSHARES TRS&P 500 HIGH ETF$499.9K10,37474347G242
FIDELITY COVINGTON TRUSTMSCI ENERGY IDX$499.7K16,906316092402
ISHARES BITCOIN TRUST ETFSHS BEN INT$491.3K14,75846438F101
INTERNATIONAL BUSINESS MACHSCOM$487.4K1,733459200101
COSTCO WHOLESALE CORPORATIONCOM$480.8K51422160K105
SIMPLIFY EXCHANGE TRADED FUNMANAGED FUTURES$476.9K18,38682889N699
AB ACTIVE ETFS INCHIGH YIELD ETF$461.6K12,36200039J608
PROSHARES TRNASDAQ 100 HIGH$459.1K9,03874347G234
SIMPLIFY EXCHANGE TRADED FUNBARRIER INCOME$444.1K17,34682889N335
ISHARES TRBROAD USD HIGH$442.1K11,94146435U853
ISHARES TREAFE VALUE ETF$427.1K5,579464288877
JANUS DETROIT STR TRHENDRSON AAA CL$421.5K8,34747103U845
GE VERNOVA INCCOM$418.3K35636828A101
ROCKET COS INCCOM CL A$418.2K26,55477311W101
HOME DEPOT INCCOM$415.3K1,178437076102
HCA HEALTHCARE INCCOM$407.8K1,04640412C101
PALANTIR TECHNOLOGIES INCCL A$405.7K3,47769608A108
PACER FDS TRMETAURUS CAP 400$401.1K8,90069374H436
ISHARES TRMSCI USA MIN ETF$400.1K4,14846429B697
SPDR GOLD TRGOLD SHS$396K1,07578463V107
SPDR SERIES TRUSTST STR SP400GRW$394.5K3,51978464A821
NEOS ETF TRUSTGOLD HIG INC ETF$377.4K7,78978433H550
ISHARES TRSHRT NAT MUN ETF$373.7K3,510464288158
SMARTFINANCIAL INCCOM NEW$371.1K7,91083190L208
EXXON MOBIL CORPCOM$366.4K2,68030231G102
ISHARES TRCORE US AGGBD ET$366.1K3,698464287226
BRITISH AMERN TOB PLCSPONSORED ADR$363K5,878110448107
SELECT SECTOR SPDR TRST STR TECHN ETF$362K1,90081369Y803
VANGUARD CHARLOTTE FDSTOTAL INT BD ETF$358.9K7,41192203J407
SPDR SERIES TRUSTST NUVE TERM ETF$351.8K7,33478468R739
J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL$345.2K6,76946641Q654
DELTA AIR LINES INCCOM NEW$344K3,673247361702
CANADIAN IMPERIAL BANK OF COCOM$330.9K2,877136069101
ISHARES TRUS TREAS BD ETF$329K14,44246429B267
SPDR SERIES TRUSTST STR SP DIV$315.8K2,07578464A763
SPDR SERIES TRUSTST STR R1K YLD$310.5K2,42478468R770
INVESCO EXCH TRADED FD TR IINATL AMT MUNI$309.4K13,15446138E537
INVESCO QQQ TRUNIT SER 1$301.4K40946090E103
VANGUARD INDEX FDSSMALL CP ETF$300.7K992922908751
SPACE EXPLORATION TECHN CORPCLASS A COM STK$299.5K1,75384615Q103
ISHARES SILVER TRISHARES$299.2K5,59546428Q109
CALAMOS ETF TRS&P 500 STR JULY$298.5K10,79012811T803
INVESCO EXCHANGE TRADED FD TS&P 500 GARP ETF$287.1K2,34746137V431
SPDR SERIES TRUSTST STR SP500DIV$286.3K6,00078468R788
CRISPR THERAPEUTICS AGNAMEN AKT$284.5K5,216H17182108
CISCO SYS INCCOM$282.2K2,40217275R102
SCHWAB STRATEGIC TRUS REIT ETF$279K11,783808524847
ISHARES GOLD TRUST MICROSHS REPSTG UN TR$262.2K6,55446436F103
MARVELL TECHNOLOGY INCCOM$259.5K871573874104
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT$248.9K1,17046137V357
ANALOG DEVICES INCCOM$244.3K615032654105
VANGUARD INDEX FDSVALUE ETF$239.3K1,098922908744
SPDR SERIES TRUSTST STR RATE ETF$231.3K7,49878468R200
NEOS ETF TRUSTRUSS 2000 HI ETF$230K4,29878433H634
INVESCO EXCHANGE TRADED FD TS&P500 EQL TEC$226.5K3,51146137V282
ISHARES TRMSCI USA MMENTM$223.4K65246432F396
SPDR SERIES TRUSTSST SPDR BLOOMBE$223.2K10,66878464A391
PHILIP MORRIS INTL INCCOM$219K1,210718172109
VICTORY PORTFOLIOS IIVCSHS US 500 ENH$214.9K2,68492647N782
DEERE & COCOM$211.9K334244199105
BLACKROCK INCCOM$211.7K22009290D101
NEOS ETF TRUSTBITC HIG INC ETF$207.7K7,73378433H642
COCA COLA COCOM$207K2,547191216100
MAIN STR CAP CORPCOM$205.1K3,95456035L104
BANK NOVA SCOTIA B CCOM$203.2K2,340064149107
CLEANSPARK INCCOM NEW$177K12,16318452B209
GOLUB CAP BDC INCCOM$144.6K11,22638173M102
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-30

CAP Partners, LLC — 155 positions reported for 2026Q2 — Tapewire