CAPITAL FINANCIAL GROUP INC\CO\ /ADV
CAPITAL FINANCIAL GROUP INC\CO\ /ADV reported 102 positions worth $191.1M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: SPYM (9.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $18.8M | 9.82% | 213,589 | — | — | |
| ▸ 2 | GSIE | SH | $13.3M | 6.96% | 290,883 | — | — | |
| ▸ 3 | USMV | SH | $12.7M | 6.64% | 131,524 | — | — | |
| ▸ 4 | SPEM | SH | $6.5M | 3.40% | 125,625 | — | — | |
| ▸ 5 | GSSC | SH | $6.0M | 3.12% | 65,323 | — | — | |
| ▸ 6 | IJH | SH | $5.7M | 2.96% | 73,283 | — | — | |
| ▸ 7 | SPAB | SH | $5.4M | 2.85% | 213,540 | — | — | |
| ▸ 8 | FIXD | SH | $4.9M | 2.58% | 113,161 | — | — | |
| ▸ 9 | JPM | SH | $4.9M | 2.57% | 15,026 | — | — | |
| ▸ 10 | AAPL | SH | $4.4M | 2.30% | 15,204 | — | — |
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Frequently Asked Questions
What stocks does CAPITAL FINANCIAL GROUP INC\CO\ /ADV hold as of Q2 2026?
CAPITAL FINANCIAL GROUP INC\CO\ /ADV reported 102 positions worth $191.1M in its Q2 2026 13F filing. Largest positions: SPYM (9.8%), GSIE (7.0%), USMV (6.6%), SPEM (3.4%) and GSSC (3.1%).
What did CAPITAL FINANCIAL GROUP INC\CO\ /ADV buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CAPITAL FINANCIAL GROUP INC\CO\ /ADV 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.