Capital Analysts, LLC
Capital Analysts, LLC reported 1,536 positions worth $4.3M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: SPYM (8.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $351.8K | 8.11% | 4,003,540 | — | — | |
| ▸ 2 | IVV | SH | $164.5K | 3.79% | 219,719 | — | — | |
| ▸ 3 | FBND | SH | $159.5K | 3.68% | 3,506,392 | — | — | |
| ▸ 4 | IEFA | SH | $129.8K | 2.99% | 1,343,998 | — | — | |
| ▸ 5 | SPIB | SH | $88.3K | 2.03% | 2,637,621 | — | — | |
| ▸ 6 | RWL | SH | $88.0K | 2.03% | 688,862 | — | — | |
| ▸ 7 | IEMG | SH | $82.6K | 1.90% | 997,515 | — | — | |
| ▸ 8 | JCPB | SH | $78.0K | 1.80% | 1,661,909 | — | — | |
| ▸ 9 | FMDE | SH | $75.6K | 1.74% | 1,862,959 | — | — | |
| ▸ 10 | TDTF | SH | $72.4K | 1.67% | 3,047,739 | — | — |
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Frequently Asked Questions
What stocks does Capital Analysts, LLC hold as of Q2 2026?
Capital Analysts, LLC reported 1536 positions worth $4.3M in its Q2 2026 13F filing. Largest positions: SPYM (8.1%), IVV (3.8%), FBND (3.7%), IEFA (3.0%) and SPIB (2.0%).
What did Capital Analysts, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Capital Analysts, 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.