ACAS, LLC

CIK: 0001859505SEC EDGAR →

Portfolio Value

$149.2B

Holdings

93

As of

Q2 2025

New Positions

9

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

CAPITAL GROUP GROWTH ETF

285,443$12.1B
8.11%
2

CAPITAL GROUP DIVIDEND VALUE

285,215$11.7B
7.85%
3

EA SERIES TRUST

79,686$9.0B
6.05%
4

APPLE INC

37,756$8.8B
5.90%
5

BERKSHIRE HATHAWAY INC DEL

18,441$8.8B
5.90%
6

ISHARES TR

61,680$7.1B
4.78%
7

AMAZON COM INC

23,815$5.3B
3.58%
8

SPDR GOLD TR

14,911$4.6B
3.09%
9

ISHARES TR

21,554$4.4B
2.92%
10

CAPITAL GROUP CORE BALANCED

127,742$4.4B
2.92%

Quarterly Changes

Top Buys

CGGR↑ Increased
$2.5B
CGDG↑ Increased
$2.2B
BOXX↑ Increased
$1.4B
BRK/B↑ Increased
$816.8M
CGBL↑ Increased
$722.7M

Top Sells

IVW↓ Decreased
$1.1B
AMZN↓ Decreased
$647.7M
SCHG↓ Decreased
$419.2M
RYNCLOSED
$387.5M
NDQ↓ Decreased
$333.7M

New Positions (9)

$261.3M · 412 shares
$219.2M · 1K shares
$215.6M · 7K shares
$213.7M · 1K shares
$207.6M · 4K shares
$205.3M · 3K shares
$202.7M · 2K shares
$200.8M · 5K shares
$200.5M · 1K shares

Closed Positions (1)

$387.5M · 16K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services65$105.1B70.5%
Unknown3$15.5B10.4%
Technology8$13.0B8.7%
Consumer Cyclical3$6.1B4.1%
Consumer Defensive1$3.5B2.3%
Industrials4$2.0B1.3%
Communication Services3$1.6B1.0%
Energy2$975.9M0.7%
Real Estate1$702.2M0.5%
Healthcare2$543.2M0.4%
Utilities1$261.3M0.2%