CAPITAL PERFORMANCE ADVISORS LLP

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$313M
Signature - Title
Barry Oliver - CHIEF COMPLIANCE OFFICER
Location
Walnut Creek, CA
Summary
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.
Holdings Value