Capital Advisors, Ltd. LLC
Capital Advisors, Ltd. LLC reported 1,518 positions worth $991.2K as of June 30, 2026 (13F filed July 16, 2026). Largest holding: SPY (9.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $89.3K | 9.01% | 119,607 | — | — | |
| ▸ 2 | IWF | SH | $70.1K | 7.08% | 564,947 | — | — | |
| ▸ 3 | QUAL | SH | $36.3K | 3.66% | 165,290 | — | — | |
| ▸ 4 | VTI | SH | $35.5K | 3.58% | 95,918 | — | — | |
| ▸ 5 | VIG | SH | $33.1K | 3.34% | 140,046 | — | — | |
| ▸ 6 | IWD | SH | $31.3K | 3.16% | 129,178 | — | — | |
| ▸ 7 | QQQ | SH | $26.4K | 2.66% | 35,848 | — | — | |
| ▸ 8 | RSP | SH | $26.2K | 2.64% | 123,013 | — | — | |
| ▸ 9 | IJK | SH | $24.6K | 2.48% | 209,294 | — | — | |
| ▸ 10 | DGRO | SH | $24.1K | 2.43% | 317,525 | — | — |
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Frequently Asked Questions
What stocks does Capital Advisors, Ltd. LLC hold as of Q2 2026?
Capital Advisors, Ltd. LLC reported 1518 positions worth $991.2K in its Q2 2026 13F filing. Largest positions: SPY (9.0%), IWF (7.1%), QUAL (3.7%), VTI (3.6%) and VIG (3.3%).
What did Capital Advisors, Ltd. LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Capital Advisors, Ltd. LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.