Capital Asset Advisory Services LLC
Position in UWMC — UWM Holdings Corp
CIK 1666024
Williamston, MI
Position in UWMC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$52,953
New position
Shares Held
23,124
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#177
of 289 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Capital Asset Advisory Services LLC holds $394,224 across 2 Mortgage Finance names. UWMC ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
21,668 | $341,271 | |
| 2 | UWMC |
UWM Holdings Corp
This page
|
23,124 | $52,953 |
All Filings in UWMC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,953 | 23,124 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||