Capital Advisors Wealth Management, LLC
Capital Advisors Wealth Management, LLC reported 231 positions worth $851.4M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: FNDF (6.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FNDF | SH | $56.5M | 6.63% | 1,070,071 | — | — | |
| ▸ 2 | IVV | SH | $49.6M | 5.83% | 66,264 | — | — | |
| ▸ 3 | VIG | SH | $49.3M | 5.79% | 208,342 | — | — | |
| ▸ 4 | IWF | SH | $37.7M | 4.43% | 303,789 | — | — | |
| ▸ 5 | VCIT | SH | $36.3M | 4.26% | 438,817 | — | — | |
| ▸ 6 | QQQ | SH | $35.7M | 4.19% | 48,429 | — | — | |
| ▸ 7 | JPIE | SH | $32.8M | 3.85% | 712,743 | — | — | |
| ▸ 8 | VGT | SH | $29.5M | 3.47% | 247,167 | — | — | |
| ▸ 9 | JPST | SH | $21.6M | 2.54% | 427,771 | — | — | |
| ▸ 10 | SPY | SH | $19.7M | 2.31% | 26,380 | — | — |
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Frequently Asked Questions
What stocks does Capital Advisors Wealth Management, LLC hold as of Q2 2026?
Capital Advisors Wealth Management, LLC reported 231 positions worth $851.4M in its Q2 2026 13F filing. Largest positions: FNDF (6.6%), IVV (5.8%), VIG (5.8%), IWF (4.4%) and VCIT (4.3%).
What did Capital Advisors Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Capital Advisors Wealth Management, 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.