Capital Analysts, LLC: 13F holdings
CIK 16247582026Q2
| Positions | 1,536 |
|---|
| Reported value | $4.3bn |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 1,536 (-1 vs prior quarter) |
|---|
| Reported value | $4.3bn (+14.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 4,003,540 | $351.8m | 8.1% |
| IVV ISHARES TR | 219,719 | $164.5m | 3.8% |
| FBND FIDELITY MERRIMACK STR TR | 3,506,392 | $159.5m | 3.7% |
| IEFA ISHARES TR | 1,343,998 | $129.8m | 3.0% |
| SPIB SPDR SERIES TRUST | 2,637,621 | $88.3m | 2.0% |
| RWL INVESCO EXCH TRADED FD TR II | 688,862 | $88.0m | 2.0% |
| IEMG ISHARES INC | 997,515 | $82.6m | 1.9% |
| JCPB J P MORGAN EXCHANGE TRADED F | 1,661,909 | $78.0m | 1.8% |
| FMDE FIDELITY COVINGTON TRUST | 1,862,959 | $75.6m | 1.7% |
| TDTF FLEXSHARES TR | 3,047,739 | $72.4m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1624758")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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