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Value $
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$313M
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Signature - Title
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Barry Oliver - CHIEF COMPLIANCE OFFICER
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Location
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Walnut Creek, CA
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Summary
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This page shows a list of all the recent 13F filings made by CAPITAL PERFORMANCE ADVISORS LLP. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. CAPITAL PERFORMANCE ADVISORS LLP reported 164 stock holdings with total value $313M as of Q4 2024. Top holdings included DFAC, DFAT, DFUV, DFIV, and AAPL.