CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

NEW YORK, NY · CIK 1710477 · 13F filing filed 2026-07-24

SEC-registered investment adviser since 2011 · limited partnership

Assets managed$3.2bn
Staff35 · 7 in investment roles
Main clients (by assets)Mutual funds and ETFs 52%, High net worth individuals 35%, Individuals 6%
Private funds2 · $26.2m gross assets
Websitecantor.com
Form ADV · 2026-07-15SEC adviser record

Legal entityCantor Fitzgerald Investment Advisors, L.P. (US)

Kindreal estate, mutual funds, futures, wealth
Others nearbyDallas, TX, New York, NY, La Jolla, CA, Lynchburg, VA
FamilyCANTOR FITZGERALD, L. P. · 3 related pages · largest: CANTOR FITZGERALD, L. P.

As an employer

Offices in1 country
Private fundsreal estate 1, other private 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
New York, NY (main office)United States	United States
La Jolla, CAUnited States	United States	5
Lynchburg, VAUnited States	United States	5

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.5bn reported value +9.3% vs Q1 2026

184positions

31.4%in top 10

7 new 83 added 62 reduced 1 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

CANTOR FITZGERALD, L. P. – files its own report too

Also in the report of:

Advisory Services Network, LLC – $56.3m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR 3 7 YR TREAS BD IEI	IEI	760,770	$89.4m6.03%	6.03%	Added +40.9k	+40,936 5.7%
2	ISHARES TR CORE S&P500 ETF IVV	IVV	102,622	$76.9m5.18%	5.18%	Added +1.5k	+1,541 1.5%
3	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	76,681	$52.7m3.55%	3.55%	Reduced -1.5k	-1,525 -1.9%
4	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	1,087,794	$50.9m3.43%	3.43%	Reduced -5.7k	-5,684 -0.5%
5	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	65,745	$48.4m3.27%	3.27%	Reduced -7.2k	-7,219 -9.9%
6	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	589,493	$42.0m2.83%	2.83%	Reduced -4.4k	-4,412 -0.7%
7	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	724,937	$32.7m2.21%	2.21%	Reduced -8.3k	-8,277 -1.1%
8	CVS HEALTH CORP COM CVS	CVS	254,190	$26.3m1.77%	1.77%	Reduced -112.2k	-112,178 -30.6%
9	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	817,494	$24.1m1.62%	1.62%	Reduced -15.4k	-15,391 -1.9%
10	TEXAS INSTRS INC COM TXN	TXN	73,499	$21.9m1.48%	1.48%	Reduced -3.0k	-3,000 -3.9%
11	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	650,751	$21.8m1.47%	1.47%	Added +5.2k	+5,169 0.8%
12	WELLS FARGO CO NEW COM WFC	WFC	254,416	$21.0m1.42%	1.42%	Added +3.0k	+3,038 1.2%
13	ISHARES TR CORE S&P MCP ETF IJH	IJH	266,031	$20.5m1.38%	1.38%	Reduced -1.6k	-1,576 -0.6%
14	EMERSON ELEC CO COM EMR	EMR	143,122	$20.5m1.38%	1.38%	Added +2.0k	+1,974 1.4%
15	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	328,394	$19.6m1.32%	1.32%	Reduced -950	-950 -0.3%
16	TRUIST FINL CORP COM TFC	TFC	391,731	$19.5m1.32%	1.32%	Added +3.0k	+2,983 0.8%
17	STANLEY BLACK & DECKER INC COM SWK	SWK	204,671	$19.3m1.30%	1.30%	Added +2.0k	+1,961 1.0%
18	JOHNSON & JOHNSON COM JNJ	JNJ	74,572	$18.9m1.28%	1.28%	Reduced -34	-34 -0.1%
19	US BANCORP DEL COM NEW USB	USB	309,319	$18.7m1.26%	1.26%	Added +2.2k	+2,237 0.7%
20	UNITED PARCEL SERVICE INC CL B UPS	UPS	171,361	$18.4m1.24%	1.24%	Added +1.7k	+1,671 1.0%
21	ALTSHARES TRUST MERGER ARBITRAGE MERGER ARBITRAGE		620,587	$18.4m1.24%	1.24%	Reduced -299	-299 -0.1%
22	KIMBERLY-CLARK CORP COM KMB	KMB	167,414	$18.4m1.24%	1.24%	Added +56.6k	+56,598 51.1%
23	CORNING INC COM GLW	GLW	69,258	$17.7m1.19%	1.19%	Reduced -85.9k	-85,858 -55.4%
24	SMUCKER J M CO COM NEW SJM	SJM	151,749	$17.1m1.15%	1.15%	Added +1.4k	+1,448 1.0%
25	MONDELEZ INTL INC CL A MDLZ	MDLZ	288,847	$16.7m1.13%	1.13%	Added +2.5k	+2,504 0.9%
26	PPG INDS INC COM PPG	PPG	136,768	$16.6m1.12%	1.12%	Added +1.8k	+1,765 1.3%
27	WEYERHAEUSER CO MTN BE COM NEW WY	WY	690,012	$16.5m1.11%	1.11%	Added +10.3k	+10,260 1.5%
28	HOME DEPOT INC COM HD	HD	46,670	$16.5m1.11%	1.11%	Added +14.1k	+14,145 43.5%
29	INTERNATIONAL FLAVORS&FRAGRA COM IFF	IFF	203,612	$16.1m1.09%	1.09%	Added +3.1k	+3,061 1.5%
30	TRAVELERS COMPANIES INC COM TRV	TRV	47,614	$15.7m1.06%	1.06%	Reduced -4.1k	-4,138 -8.0%
31	HP INC COM HPQ	HPQ	691,447	$15.2m1.02%	1.02%	Added +5.6k	+5,594 0.8%
32	BEST BUY INC COM BBY	BBY	198,331	$15.0m1.02%	1.02%	Added +2.1k	+2,101 1.1%
33	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	259,032	$14.9m1.01%	1.01%	Added +2.8k	+2,779 1.1%
34	PRUDENTIAL FINL INC COM PRU	PRU	137,001	$14.8m1.00%	1.00%	Added +2.2k	+2,217 1.6%
35	GENUINE PARTS CO COM GPC	GPC	124,903	$14.7m0.99%	0.99%	Added +2.1k	+2,142 1.7%
36	METLIFE INC COM MET	MET	172,432	$14.6m0.98%	0.98%	Added +2.7k	+2,656 1.6%
37	TARGET CORP COM TGT	TGT	109,457	$14.3m0.96%	0.96%	Added +1.1k	+1,140 1.1%
38	MERCK & CO INC COM MRK	MRK	111,011	$14.3m0.96%	0.96%	Added +856	+856 0.8%
39	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	110,560	$13.8m0.93%	0.93%	New
40	FIFTH THIRD BANCORP COM FITB	FITB	240,575	$13.6m0.91%	0.91%	Added +2.1k	+2,126 0.9%
41	CONOCOPHILLIPS COM COP	COP	129,795	$13.5m0.91%	0.91%	Added +4	+4 0.0%
42	DUKE ENERGY CORP NEW COM NEW DUK	DUK	105,977	$13.4m0.90%	0.90%	Added +361	+361 0.3%
43	EXXON MOBIL CORP COM XOM	XOM	96,739	$13.2m0.89%	0.89%	Reduced -37.5k	-37,523 -27.9%
44	COMCAST CORP NEW CL A CMCSA	CMCSA	527,045	$12.9m0.87%	0.87%	Added +196.9k	+196,919 59.6%
45	PHILIP MORRIS INTL INC COM PM	PM	71,459	$12.9m0.87%	0.87%	Reduced -239	-239 -0.3%
46	MEDTRONIC PLC SHS MDT	MDT	163,798	$12.8m0.86%	0.86%	Added +1.2k	+1,166 0.7%
47	FIDELITY NATL INFORMATION SV COM FIS	FIS	326,913	$12.7m0.86%	0.86%	Added +6.0k	+6,014 1.9%
48	PFIZER INC COM PFE	PFE	497,083	$12.0m0.81%	0.81%	Added +4.7k	+4,674 0.9%
49	DEVON ENERGY CORP NEW COM DVN	DVN	289,413	$12.0m0.81%	0.81%	Added +2.3k	+2,305 0.8%
50	STATE STR CORP COM STT	STT	70,456	$11.9m0.81%	0.81%	Added +474	+474 0.7%
51	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	41,840	$11.8m0.79%	0.79%	Added +31.2k	+31,244 294.9%
52	CHEVRON CORP NEW COM CVX	CVX	69,156	$11.5m0.77%	0.77%	Reduced -456	-456 -0.7%
53	DOLLAR GEN CORP NEW COM DG	DG	99,250	$11.4m0.77%	0.77%	Added +2.6k	+2,562 2.6%
54	AMCOR PLC COM NEW AMCR	AMCR	247,951	$10.7m0.72%	0.72%	Added +2.8k	+2,762 1.1%
55	VERIZON COMMUNICATIONS INC COM VZ	VZ	250,706	$10.6m0.72%	0.72%	Added +1.8k	+1,849 0.7%
56	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	174,652	$10.3m0.69%	0.69%	Added +5.4k	+5,441 3.2%
57	NOVO-NORDISK A S ADR NVO	NVO	214,075	$10.3m0.69%	0.69%	Added +177.1k	+177,100 479.0%
58	LOCKHEED MARTIN CORP COM LMT	LMT	19,712	$10.0m0.68%	0.68%	Added +131	+131 0.7%
59	NISOURCE INC COM NI	NI	198,845	$9.5m0.64%	0.64%	Reduced -106	-106 -0.1%
60	APPLE INC COM AAPL	AAPL	30,774	$8.9m0.60%	0.60%	Added +177	+177 0.6%
61	JPMORGAN CHASE & CO COM JPM	JPM	26,692	$8.7m0.59%	0.59%	Reduced -345	-345 -1.3%
62	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	102,191	$8.4m0.57%	0.57%	Reduced -4.5k	-4,482 -4.2%
63	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	216,525	$8.0m0.54%	0.54%	Reduced -3.8k	-3,819 -1.7%
64	SHELL PLC SPON ADS SHEL	SHEL	98,748	$7.7m0.52%	0.52%	Added +1.1k	+1,090 1.1%
65	SCHLUMBERGER LTD COM STK SLB	SLB	163,534	$7.6m0.51%	0.51%	Added +1.2k	+1,215 0.8%
66	UNILEVER PLC SPON ADR NEW UL	UL	122,201	$7.3m0.50%	0.50%	New
67	LYONDELLBASELL INDUSTRIES N SHS - A - LYB	LYB	136,462	$7.2m0.48%	0.48%	Added +1.3k	+1,273 0.9%
68	TRACTOR SUPPLY CO COM TSCO	TSCO	226,841	$7.2m0.48%	0.48%	New
69	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	24,425	$7.0m0.47%	0.47%	Reduced -5.0k	-4,990 -17.0%
70	ISHARES TR CORE MSCI INTL IDEV	IDEV	78,178	$7.0m0.47%	0.47%	Reduced -1.9k	-1,926 -2.4%
71	CONAGRA BRANDS INC COM CAG	CAG	512,550	$6.9m0.47%	0.47%	Added +7.2k	+7,173 1.4%
72	SPDR SER TR PORT MTG BK ETF SPMB	SPMB	305,897	$6.8m0.46%	0.46%	Added +1.4k	+1,413 0.5%
73	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	9,042	$6.8m0.46%	0.46%	Added +61	+61 0.7%
74	ISHARES TR CORE S&P SCP ETF IJR	IJR	43,411	$6.4m0.43%	0.43%	Reduced -906	-906 -2.0%
75	SPDR SER TR BLOOMBERG SHT TE SJNK	SJNK	241,592	$6.0m0.41%	0.41%	Reduced -4.9k	-4,895 -2.0%
76	AT&T INC COM T	T	283,311	$5.9m0.40%	0.40%	Added +2.2k	+2,241 0.8%
77	MICROSOFT CORP COM MSFT	MSFT	13,808	$5.2m0.35%	0.35%	Added +55	+55 0.4%
78	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	13,778	$5.1m0.34%	0.34%	Reduced -434	-434 -3.0%
79	CISCO SYS INC COM CSCO	CSCO	41,888	$4.9m0.33%	0.33%	Reduced -150.0k	-149,961 -78.2%
80	ISHARES INC CORE MSCI EMKT IEMG	IEMG	56,842	$4.7m0.32%	0.32%	Reduced -2.2k	-2,173 -3.7%
81	NVIDIA CORPORATION COM NVDA	NVDA	22,882	$4.6m0.31%	0.31%	Reduced -711	-711 -3.0%
82	DBX ETF TR XTRACKERS SHRT SHYL	SHYL	99,306	$4.4m0.30%	0.30%	Added +2.8k	+2,798 2.9%
83	NATIONAL FUEL GAS CO COM NFG	NFG	52,291	$4.0m0.27%	0.27%	Added +1.3k	+1,317 2.6%
84	BANK AMERICA CORP COM BAC	BAC	70,785	$4.0m0.27%	0.27%	Added +665	+665 0.9%
85	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	54,804	$4.0m0.27%	0.27%	Added +1.3k	+1,333 2.5%
86	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	10,528	$3.6m0.24%	0.24%	Added +179	+179 1.7%
87	BANK NEW YORK MELLON CORP COM BNY	BNY	24,960	$3.6m0.24%	0.24%	Reduced -1.6k	-1,565 -5.9%
88	BROADCOM INC COM AVGO	AVGO	9,010	$3.4m0.23%	0.23%	Reduced -285	-285 -3.1%
89	SIMON PPTY GROUP INC NEW COM SPG	SPG	14,000	$3.1m0.21%	0.21%	Added +121	+121 0.9%
90	RTX CORPORATION COM RTX	RTX	16,067	$3.0m0.21%	0.21%	Added +271	+271 1.7%
91	QUANTA SVCS INC COM PWR	PWR	4,225	$3.0m0.21%	0.21%	Reduced -832	-832 -16.4%
92	APPLIED MATLS INC COM AMAT	AMAT	3,774	$2.7m0.18%	0.18%	Reduced -200	-200 -5.0%
93	EATON CORP PLC SHS ETN	ETN	6,100	$2.6m0.18%	0.18%	Added +97	+97 1.6%
94	WALMART INC COM WMT	WMT	22,690	$2.6m0.17%	0.17%	Added +515	+515 2.3%
95	DELL TECHNOLOGIES INC CL C DELL	DELL	5,945	$2.6m0.17%	0.17%	Reduced -3.1k	-3,092 -34.2%
96	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	53,791	$2.6m0.17%	0.17%	Added +845	+845 1.6%
97	CAPITAL ONE FINL CORP COM COF	COF	12,445	$2.5m0.17%	0.17%	Added +240	+240 2.0%
98	FEDEX CORP COM FDX	FDX	7,758	$2.4m0.16%	0.16%	Added +105	+105 1.4%
99	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	3	$2.2m0.15%	0.15%	Unchanged
100	INDEXIQ ETF TR IQ MRGR ARB ETF MNA	MNA	58,222	$2.1m0.14%	0.14%	Reduced -1.9k	-1,923 -3.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SYSCO CORP SYY	SYY	86,770	$6.2m86.8k shares