Capital Advisors Wealth Management
$851M 13F equity value
237 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Capital Advisors Wealth Management 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 |
|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | 1,070,071 | $56M | 6.6% |
| IVV | ISHARES TR | 66,264 | $50M | 5.8% |
| VIG | VANGUARD SPECIALIZED FUNDS | 208,342 | $49M | 5.8% |
| IWF | ISHARES TR | 303,789 | $38M | 4.4% |
| VCIT | VANGUARD SCOTTSDALE FDS | 438,817 | $36M | 4.3% |
| QQQ | INVESCO QQQ TR | 48,429 | $36M | 4.2% |
| JPIE | J P MORGAN EXCHANGE TRADED F | 712,743 | $33M | 3.9% |
| VGT | VANGUARD WORLD FD | 247,167 | $30M | 3.5% |
| JPST | J P MORGAN EXCHANGE TRADED F | 427,771 | $22M | 2.5% |
| SPY | STATE STR SPDR S&P 500 ETF T | 26,380 | $20M | 2.3% |
Track Capital Advisors Wealth Management's 13F portfolio: $851M in reported holdings, 237 positions. Top holdings and quarterly changes on SentiSense.
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