Capital Advisors Wealth Management, LLC Reduced Holdings in Q4 2025

Capital Advisors Wealth Management, LLC

  • $691 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-227K
- 90.43%
$70.19 - $72.57 $15.9M - $16.5M
24K $1.68M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-39.7K
- 44.14%
$100.37 - $100.72 $3.99M - $4M
50.3K $5.06M
MUB
Ishares National Muni Bond ETF

ETFs
-9.53K
- 21.78%
$106.36 - $107.61 $1.01M - $1.03M
34.2K $3.66M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-13.4K
- 33.41%
$40.65 - $42.74 $546K - $574K
26.8K $1.1M
MSFT
Microsoft Corp

Technology
-508
- 1.78%
$496.82 - $542.07 $252K - $275K
28.1K $14.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-940
- 5.47%
$475.68 - $513.11 $447K - $482K
16.2K $8.26M
PFF
Ishares Trust Ishares Pfd And

ETFs
-8.34K
- 36.86%
$30.84 - $31.79 $257K - $265K
14.3K $441K
MAA
Mid America Apartment Communities Inc.

Real Estate
-1.34K
- 18.26%
$126.28 - $138.0 $170K - $185K
6.01K $786K
VNQ
Vanguard Specialized Funds Van

ETFs
-787
- 1.1%
$88.13 - $92.69 $69.4K - $72.9K
70.4K $6.31M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.23K
- 33.58%
$88.67 - $92.06 $197K - $205K
4.41K $391K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1.19K
- 3.02%
$127.15 - $133.03 $151K - $158K
38.2K $4.97M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.33K
- 3.31%
$99.87 - $101.27 $133K - $134K
38.7K $3.87M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.82K
- 19.58%
$26.44 - $27.53 $127K - $133K
19.8K $538K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-897
- 11.47%
$114.27 - $121.15 $103K - $109K
6.92K $809K
ADP
Automatic Data Processing Inc

Industrials
-152
- 8.78%
$250.9 - $292.94 $38.1K - $44.5K
1.58K $396K
HD
Home Depot, Inc.

Consumer Cyclical
-181
- 20.13%
$358.03 - $397.02 $64.8K - $71.9K
718 $257K
VO
Vanguard Mid Cap ETF

ETFs
-83
- 0.76%
$286.27 - $296.23 $23.8K - $24.6K
10.9K $3.12M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.01K
- 24.22%
$91.46 - $91.76 $92.2K - $92.5K
3.15K $288K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-511
- 14.63%
$73.78 - $98.43 $37.7K - $50.3K
2.98K $220K
COIN
Coinbase Global, Inc.

Technology
-24
- 1.55%
$283.14 - $387.27 $6.8K - $9.29K
1.53K $433K
JPSE
J P Morgan Diversified Return

ETFs
-80
- 0.08%
$48.44 - $50.76 $3.88K - $4.06K
95.3K $4.67M
XLP
Consumer Staples Sector Spdr

ETFs
-872
- 1.35%
N/A
63.9K $4.86M
VBK
Vanguard Small Cap Growth ETF

ETFs
-38
- 0.42%
$291.71 - $309.36 $11.1K - $11.8K
9.08K $2.65M
WM
Waste Management Inc

Industrials
-194
- 11.82%
$196.77 - $219.98 $38.2K - $42.7K
1.45K $302K
USB
Us Bancorp \De\

Financial Services
-171
- 1.01%
$45.28 - $48.26 $7.74K - $8.25K
16.8K $762K
VBR
Vanguard Small Cap Value ETF

ETFs
-62
- 0.51%
$201.42 - $211.15 $12.5K - $13.1K
12.1K $2.49M
IVW
Ishares S&P 500 Growth ETF

ETFs
-394
- 16.23%
$118.29 - $126.28 $46.6K - $49.8K
2.03K $246K
PCAR
Paccar Inc

Industrials
-397
- 13.04%
$93.0 - $101.08 $36.9K - $40.1K
2.65K $253K
SBUX
Starbucks Corp

Consumer Cyclical
-499
- 5.86%
$78.46 - $87.26 $39.2K - $43.5K
8.01K $679K
VUG
Vanguard Growth ETF

ETFs
-94
- 5.91%
$470.44 - $504.26 $44.2K - $47.4K
1.5K $723K
XLF
Financial Sector Spdr

ETFs
-538
- 10.94%
$51.76 - $53.77 $27.8K - $28.9K
4.38K $229K
AMAT
Applied Materials Inc

Technology
-330
- 18.0%
$209.95 - $240.89 $69.3K - $79.5K
1.5K $343K
SRLN
Ssga Active Trust

ETFs
-699
- 8.9%
$41.05 - $41.54 $28.7K - $29K
7.15K $295K
CVX
Chevron Corp

Energy
-162
- 1.61%
$148.9 - $157.72 $24.1K - $25.6K
9.88K $1.53M
VNLA
Janus Henderson Short Duration

ETFs
-565
- 5.28%
$49.13 - $49.33 $27.8K - $27.9K
10.1K $498K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-418
- 12.29%
$67.15 - $70.77 $28.1K - $29.6K
2.98K $207K
MCD
Mcdonalds Corp

Consumer Cyclical
-83
- 2.31%
$293.81 - $310.11 $24.4K - $25.7K
3.52K $1.07M
QCOM
Qualcomm Inc

Technology
-127
- 1.36%
$153.59 - $187.68 $19.5K - $23.8K
9.21K $1.53M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-71
- 0.55%
$63.25 - $66.24 $4.49K - $4.7K
12.9K $827K
HYD
Vaneck High Yield Muni ETF

ETFs
-245
- 4.26%
$50.62 - $51.21 $12.4K - $12.5K
5.5K $279K
AVGO
Broadcom Inc.

Technology
-536
- 3.98%
$324.63 - $385.98 $174K - $207K
12.9K $4.43M
WFC
Wells Fargo & Company

Financial Services
-68
- 1.75%
$77.62 - $87.3 $5.28K - $5.94K
3.81K $317K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-226
- 4.08%
$55.63 - $58.98 $12.6K - $13.3K
5.31K $311K
IEF
Ishares Barclays

ETFs
-9
- 0.02%
$96.12 - $97.72 $865 - $879
45.7K $4.41M
Brookfield Asset Managmt LTD
-5.19K
- 36.58%
N/A
9K $0
VTV
Vanguard Value ETF

ETFs
-25
- 0.3%
$182.87 - $189.72 $4.57K - $4.74K
8.25K $1.54M
RTX
Raytheon Technologies Corp

Industrials
-54
- 3.77%
$157.0 - $179.44 $8.48K - $9.69K
1.38K $242K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-467
- 5.0%
$80.72 - $91.01 $37.7K - $42.5K
8.88K $780K
KO
Coca Cola CO

Consumer Defensive
-237
- 3.09%
$66.1 - $71.61 $15.7K - $17K
7.44K $525K
Activity Summary
Buys All Purchases 155 New Holdings 14 Increased Positions 141 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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