CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

Est. AUM

$2.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$664K	21579	29.50%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$416K	640	18.48%	SOLE
3	STATE STR SPDR DOW JONES IND	UT SER 1	$379K	819	16.84%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$363K	4588	16.13%	SOLE
5	ISHARES TR	CORE S&P MCP ETF	$221K	3267	9.82%	SOLE
6	ISHARES TR	SELECT DIVID ETF	$208K	1375	9.24%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.