Capwealth Advisors
$1.5B 13F equity value
126 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Capwealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GLW | CORNING INC COM | 403,267 | $103M | 7.1% |
| FNMAH | FEDERAL NATL MTG ASSN VAR PFD SER P | 9,300,930 | $79M | 5.4% |
| WMB | WILLIAMS COS INC COM | 759,742 | $56M | 3.9% |
| LUMN | LUMEN TECHNOLOGIES INC COM | 7,121,417 | $55M | 3.8% |
| FNMAT | FEDERAL NATL MTG ASSN PFD 8.25 SR T | 5,835,506 | $51M | 3.5% |
| GEV | GE VERNOVA INC COM | 33,409 | $39M | 2.7% |
| GE | GE AEROSPACE COM NEW | 100,576 | $38M | 2.6% |
| CVS | CVS HEALTH CORP COM | 339,602 | $35M | 2.4% |
| MRK | MERCK & CO INC COM | 273,326 | $35M | 2.4% |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 124,362 | $35M | 2.4% |
Track Capwealth Advisors's 13F portfolio: $1.5B in reported holdings, 126 positions. Top holdings and quarterly changes on SentiSense.
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