Capital Advisors Wealth Management, LLC Portfolio Holdings
Capital Advisors Wealth Management, LLC
- $691 Million
- Q4 2025
Capital Advisors Wealth Management, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $691 Million distributed in 219 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental Intl Large with a value of $48.1M, Ishares Core S&P 500 ETF with a value of $41.9M, Ishares Russell 1000 Gr ETF with a value of $39.5M, Vanguard Dividend Appreciation with a value of $37.6M, and Vanguard Intermediate Term Cor with a value of $32.5M.
Examining the 13F form we can see an increase of $9.27M in the current position value, from $681M to 691M.
Below you can find more details about Capital Advisors Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 219
- Current Value $691 Million
- Prior Value $681 Million
- Filing
- Period Q4 2025
- Filing Date January 20, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 14 stocks
- Additional Purchases 141 stocks
- Sold out of 0 stocks
- Reduced holdings in 58 stocks