13F Filings History of CPA Asset Management Group, LLC

Latest 13F report
Q4 2025 - 13 Jan 2026
Value $
$284,971,476
Signature - Title
Hillary Knotts - CPA, CFP
Location
West Palm Beach, FL
Summary
This page shows a list of all the recent 13F filings made by CPA Asset Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CPA Asset Management Group, LLC reported 106 stock holdings with total value $284,971,476 as of Q4 2025. Top holdings included FBND, DFAE, IAU, DFAI, and DUHP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 106 $284,971,476 +$37,501,347 -$16,573,738 +$20,927,609 FBND, DFAE, IAU, DFAI, DUHP 13F-HR 13 Jan 2026, 11:39
Q3 2025 89 $259,401,721 +$13,594,138 -$6,627,062 +$6,967,076 FBND, DFAE, IAU, DUHP, DFIP 13F-HR 21 Oct 2025, 15:11
Q2 2025 83 $237,906,248 +$3,360,831 -$2,085,532 +$1,275,299 FBND, DFAE, DFIP, IAU, DUHP 13F-HR 03 Jul 2025, 14:45
Q1 2025 84 $227,174,781 +$10,695,204 -$3,133,486 +$7,561,718 FBND, DFIP, DFAE, IAU, DUHP 13F-HR 21 Apr 2025, 17:20
Q4 2024 78 $204,260,425 +$16,229,484 -$2,473,858 +$13,755,626 FBND, DFIP, DFAE, DUHP, IAU 13F-HR 04 Feb 2025, 17:28
Q3 2024 77 $196,059,649 +$8,395,864 -$509,484 +$7,886,380 FBND, DFAE, DFIP, DUHP, IAU 13F-HR 21 Oct 2024, 17:37
Q2 2024 76 $186,746,517 +$9,643,905 -$2,046,061 +$7,597,844 FBND, DFIP, DFAE, DUHP, IAU 13F-HR 11 Jul 2024, 11:12
Q1 2024 77 $178,618,085 +$9,534,890 -$3,212,914 +$6,321,976 FBND, DFIP, DFAE, DUHP, BRKA 13F-HR 14 May 2024, 11:11
Q4 2023 73 $164,376,868 +$12,349,423 -$872,596 +$11,476,827 FBND, DFIP, DFAE, DUHP, BRKA 13F-HR 18 Jan 2024, 11:38
Q3 2023 70 $134,077,961 +$8,836,108 -$522,873 +$8,313,235 FBND, DFIP, DFAE, DUHP, DIHP 13F-HR 02 Nov 2023, 12:04
Q2 2023 67 $130,886,359 +$4,519,251 -$2,874,858 +$1,644,393 FBND, DFIP, DFAE, DUHP, DIHP 13F-HR 28 Jul 2023, 11:41
Q1 2023 69 $126,464,629 +$4,575,711 -$5,763,355 -$1,187,644 FBND, DFIP, DFAE, DUHP, DIHP 13F-HR 20 Apr 2023, 11:30
Q4 2022 64 $123,376,058 $0 $0 $0 FBND, DFIP, DFAE, DUHP, IAU 13F-HR 07 Feb 2023, 14:14