CPC Advisors, LLC has disclosed its latest holdings in a report filed with the SEC, revealing a total value of $735,147,637 as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategy and positions in the financial advisory industry.
The filing, dated October 21, 2026, showcases CPC Advisors' ongoing commitment to managing a diverse portfolio. The reported holdings include investments in well-known corporations across various sectors, indicating a strategic approach to asset management.
Background
CPC Advisors, LLC, incorporated in Georgia, operates in the financial advisory sector. The company has undergone name changes in the past, previously known as Consolidated Planning Corp. The firm primarily focuses on providing investment advice and managing client portfolios.
Recent filings from CPC Advisors include several 13F-HR forms, with the most recent submission on October 21, 2026, followed by filings in July and April of the same year. This consistent reporting pattern underscores the firm's active engagement in portfolio management.
What the Filing Says
The filing reveals a total of 186 entries in the investment table, with a wide range of holdings. Some notable investments include:
- Abbott Laboratories: 2,086 shares valued at $206,159
- AbbVie Inc: 2,814 shares valued at $736,042
- Amazon.com Inc: 26,611 shares valued at $6,630,131
- Apple Inc: 52,870 shares valued at $17,606,919
These figures reflect CPC Advisors' strategic focus on established companies with strong market positions.
Impact
This update may impact various stakeholders, including clients of CPC Advisors who rely on the firm for investment management services. Additionally, competitors in the financial advisory space will likely analyze these holdings to understand market trends and investment strategies. The significant value of the reported holdings indicates CPC Advisors' robust presence in the industry.
What's Next
The filing does not specify what happens next for CPC Advisors, LLC. However, the firm is expected to continue monitoring its investments and may provide further updates in subsequent filings.
For more details, the full filing can be accessed through the SEC's EDGAR database under accession number 0002085853-26-001261.











