Capital Advisors Wealth Management, LLC: 13F holdings
CIK 18247002026Q2
| Positions | 228 |
|---|
| Reported value | $851.4m |
|---|
| Filed | 2026-07-23 |
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Change since last quarter
| Positions | 228 (+12 vs prior quarter) |
|---|
| Reported value | $851.4m (+14.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EWU SCHWAB STRATEGIC TR | 1,070,071 | $56.5m | 6.6% |
| IVV ISHARES TR | 66,264 | $49.6m | 5.8% |
| VIG VANGUARD SPECIALIZED FUNDS | 208,342 | $49.3m | 5.8% |
| IWF ISHARES TR | 303,789 | $37.7m | 4.4% |
| VCIT VANGUARD SCOTTSDALE FDS | 438,817 | $36.3m | 4.3% |
| QQQ INVESCO QQQ TR | 48,429 | $35.7m | 4.2% |
| JPIE J P MORGAN EXCHANGE TRADED F | 712,743 | $32.8m | 3.9% |
| VGT VANGUARD WORLD FD | 247,167 | $29.5m | 3.5% |
| JPST J P MORGAN EXCHANGE TRADED F | 427,771 | $21.6m | 2.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 26,380 | $19.7m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1824700")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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