Institutions / Capital Advisors Wealth Management, LLC
Capital Advisors Wealth Management, LLC
CIK 1824700 · Institution · as of Dec 31, 2025
Portfolio value
$734.12M
Positions
219
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 219 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $48.51M | 6.6% |
| Vanguard Specialized Funds | $45.40M | 6.2% |
| iShares Tr | $42.48M | 5.8% |
| iShares Tr | $39.67M | 5.4% |
| Vanguard Scottsdale Fds | $32.61M | 4.4% |
| J P Morgan Exchange Traded F | $30.03M | 4.1% |
| Invesco Qqq Tr | $28.73M | 3.9% |
| Vanguard World Fd | $28.49M | 3.9% |
| J P Morgan Exchange Traded F | $22.54M | 3.1% |
| Apple Inc. | $16.30M | 2.2% |
| Vanguard Whitehall Fds | $14.45M | 2.0% |
| SPDR S&P 500 ETF Tr | $14.17M | 1.9% |
| Vanguard Whitehall Fds | $14.14M | 1.9% |
| J P Morgan Exchange Traded F | $13.78M | 1.9% |
| Microsoft Corp | $13.59M | 1.9% |
| Amazon.com Inc | $11.41M | 1.6% |
| Alphabet Inc. | $11.02M | 1.5% |
| J P Morgan Exchange Traded F | $9.63M | 1.3% |
| iShares Tr | $9.04M | 1.2% |
| Warren E. Buffett | $8.16M | 1.1% |
| Goldman Sachs ETF Tr | $8.08M | 1.1% |
| Meta Platforms Inc | $7.52M | 1.0% |
| NVIDIA Corp | $7.00M | 1.0% |
| J P Morgan Exchange Traded F | $6.97M | 0.9% |
| BlackRock ETF Trust II | $6.95M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.