Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Capital Advisors Wealth Management

Latest statistics and disclosures from Capital Advisors Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are FNDF, VIG, IVV, IWF, VCIT, and represent 28.42% of Capital Advisors Wealth Management's stock portfolio.
Added to shares of these 10 stocks: JBND (+$9.1M), JPIE (+$5.2M), JMST, GMUB, FNDF, AKRE, NFLX, VIG, BINC, JPST.
Started 14 new stock positions in EMXC, BTC, FNDE, CRDF, ET, SABR, JIVE, Goldman Sachs Etf Tr, HELO, NULV. VXUS, AKRE, BTG, ALK.
Reduced shares in these 10 stocks: BLV (-$16M), SGOV, MUB, SHY, XLRE, BRK.B, OKLO, SMR, BAM, IEI.
Sold out of its positions in OKLO, ETD, DINO, SHY, IEI, INDA, SMR, SKYE, UBER, ZG.
Capital Advisors Wealth Management was a net buyer of stock by $25M.
Capital Advisors Wealth Management has $734M in assets under management (AUM), dropping by 4.78%.
Central Index Key (CIK): 0001824700

Tip: Access up to 7 years of quarterly data

Positions held by Capital Advisors Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Capital Advisors Wealth Management

Capital Advisors Wealth Management holds 219 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Fundamental Intl (FNDF)	6.6	$49M	+6%	1.1M	45.21	View chart
Vanguard Specialized Funds Div App Etf (VIG)	6.2	$45M	+3%	207k	219.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.8	$43M		62k	684.94	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	5.4	$40M		84k	473.30	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.4	$33M		389k	83.75	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	4.1	$30M	+21%	649k	46.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.9	$29M		47k	614.31	View chart
Vanguard World Inf Tech Etf (VGT)	3.9	$29M		38k	753.79	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.1	$23M	+6%	446k	50.59	View chart
Apple (AAPL)	2.2	$16M		60k	271.86	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	2.0	$14M	+3%	161k	90.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$14M	+3%	21k	681.91	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.9	$14M	+4%	99k	143.52	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	1.9	$14M	+5%	214k	64.38	View chart
Microsoft Corporation (MSFT)	1.9	$14M		28k	483.63	View chart
Amazon (AMZN)	1.6	$11M		49k	230.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$11M		35k	313.00	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.3	$9.6M	+1843%	178k	54.07	View chart
Ishares Tr Intl Sel Div Etf (IDV)	1.2	$9.0M	+11%	229k	39.45	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$8.2M	-5%	16k	502.65	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	1.1	$8.1M	+10%	107k	75.63	View chart
Meta Platforms Cl A (META)	1.0	$7.5M	+4%	11k	660.10	View chart
NVIDIA Corporation (NVDA)	1.0	$7.0M		38k	186.50	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.9	$7.0M	+8%	122k	57.24	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.9	$7.0M	+28%	132k	52.77	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$6.9M	+5%	137k	50.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$6.8M		26k	257.95	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$6.2M		70k	88.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$5.9M	+2%	18k	335.27	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.8	$5.6M		42k	132.78	View chart
Visa Com Cl A (V)	0.7	$5.5M		16k	350.71	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.7	$5.4M	+2%	183k	29.61	View chart
Costco Wholesale Corporation (COST)	0.7	$5.3M		6.1k	862.35	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.7	$5.2M	+630%	101k	50.94	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.7	$5.2M	+4%	51k	100.34	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.7	$5.1M	-3%	38k	132.37	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.7	$5.0M	-44%	50k	100.38	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.7	$5.0M		64k	77.68	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.7	$4.9M	+473%	95k	51.19	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.6	$4.8M		95k	50.07	View chart
Broadcom (AVGO)	0.6	$4.5M	-3%	13k	346.09	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.6	$4.4M		46k	96.16	View chart
Columbia Banking System (COLB)	0.5	$3.9M	+4%	140k	27.95	View chart
Constellation Energy (CEG)	0.5	$3.9M	+3%	11k	353.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$3.9M	-3%	39k	99.88	View chart
Palantir Technologies Cl A (PLTR)	0.5	$3.8M		22k	177.75	View chart
JPMorgan Chase & Co. (JPM)	0.5	$3.8M	+2%	12k	322.22	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$3.7M	-21%	34k	107.11	View chart
Fidelity National Financial Com Shs (FNF)	0.4	$3.3M		60k	54.59	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$3.2M		11k	290.23	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$3.1M		25k	121.61	View chart
Sofi Technologies (SOFI)	0.4	$2.9M		110k	26.18	View chart
Abbvie (ABBV)	0.4	$2.9M	+4%	13k	228.49	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.4	$2.7M	+13%	57k	48.41	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$2.7M		9.1k	302.10	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$2.6M	+9%	56k	47.35	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$2.6M		12k	211.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.5M		8.1k	313.80	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$2.5M	+42%	50k	50.50	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$2.3M	+10%	29k	81.17	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$2.2M		4.7k	468.76	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.3	$2.0M	NEW	31k	65.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.0M	+33%	3.2k	627.13	View chart
Palo Alto Networks (PANW)	0.3	$2.0M	+4%	11k	184.20	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$2.0M	+7%	60k	32.62	View chart
Netflix (NFLX)	0.3	$1.9M	+877%	20k	93.76	View chart
Spdr Series Trust State Street Spd (SHM)	0.2	$1.7M		36k	47.99	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$1.7M	-90%	24k	69.52	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.2	$1.7M	+22%	20k	85.12	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.6M		8.2k	190.98	View chart
Qualcomm (QCOM)	0.2	$1.6M		9.2k	171.06	View chart
Chevron Corporation (CVX)	0.2	$1.5M		9.9k	152.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.5M	+3%	23k	62.47	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.2	$1.4M	+22%	61k	22.91	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.2	$1.3M	+10%	73k	17.53	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$1.2M	+81%	28k	44.71	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.2M	+10%	3.0k	396.31	View chart
Goldman Sachs (GS)	0.2	$1.1M	+328%	1.3k	879.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.1M	+24%	13k	89.46	View chart
Phillips 66 (PSX)	0.2	$1.1M	+2%	8.6k	129.03	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$1.1M		5.4k	204.84	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$1.1M	-33%	27k	40.35	View chart
McDonald's Corporation (MCD)	0.1	$1.1M	-2%	3.5k	305.60	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$1.1M	+123%	40k	26.68	View chart
Wal-Mart Stores (WMT)	0.1	$1.0M	+10%	9.0k	111.41	View chart
Micron Technology (MU)	0.1	$993k	+25%	3.5k	285.40	View chart
Exxon Mobil Corporation (XOM)	0.1	$989k		8.2k	120.35	View chart
Quanta Services (PWR)	0.1	$982k	+16%	2.3k	422.14	View chart
Tesla Motors (TSLA)	0.1	$981k		2.2k	449.72	View chart
Rocket Lab Corp (RKLB)	0.1	$939k		14k	69.76	View chart
Lockheed Martin Corporation (LMT)	0.1	$922k		1.9k	483.74	View chart
Delcath Sys Com New (DCTH)	0.1	$914k	+5%	91k	10.10	View chart
Us Bancorp Del Com New (USB)	0.1	$895k		17k	53.36	View chart
International Business Machines (IBM)	0.1	$882k		3.0k	296.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$851k		13k	66.00	View chart
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF)	0.1	$841k	-4%	8.9k	94.71	View chart
Mid-America Apartment (MAA)	0.1	$835k	-18%	6.0k	138.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$832k	-11%	6.9k	120.18	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.1	$816k	+4%	11k	74.69	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$805k	+30%	3.9k	209.12	View chart
Caterpillar (CAT)	0.1	$789k		1.4k	572.77	View chart
Altria (MO)	0.1	$768k		13k	57.66	View chart
Pepsi (PEP)	0.1	$766k		5.3k	143.53	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$757k		8.6k	88.08	View chart
Procter & Gamble Company (PG)	0.1	$738k		5.2k	143.32	View chart
At&t (T)	0.1	$732k		30k	24.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$730k	-5%	1.5k	487.85	View chart
Southern Company (SO)	0.1	$709k		8.1k	87.20	View chart
L3harris Technologies (LHX)	0.1	$704k		2.4k	293.62	View chart
Ge Aerospace Com New (GE)	0.1	$691k	+6%	2.2k	308.07	View chart
Starbucks Corporation (SBUX)	0.1	$675k	-5%	8.0k	84.21	View chart
Ge Vernova (GEV)	0.1	$654k	+2%	1.0k	653.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$649k	+15%	3.4k	191.55	View chart
F&g Annuities & Life Common Stock (FG)	0.1	$638k	+7%	21k	30.85	View chart
Johnson & Johnson (JNJ)	0.1	$613k	-2%	3.0k	206.92	View chart
UnitedHealth (UNH)	0.1	$603k	+4%	1.8k	330.17	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.1	$586k		42k	14.10	View chart
Marathon Petroleum Corp (MPC)	0.1	$585k		3.6k	162.61	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$573k		2.1k	276.97	View chart
Eli Lilly & Co. (LLY)	0.1	$571k	+7%	532.00	1073.98	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$565k	+36%	8.4k	67.22	View chart
Cisco Systems (CSCO)	0.1	$563k		7.3k	77.03	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$559k	NEW	7.0k	80.28	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$556k	+3%	8.8k	63.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$543k	-19%	20k	27.43	View chart
Philip Morris International (PM)	0.1	$541k		3.4k	160.42	View chart
Coca-Cola Company (KO)	0.1	$520k	-3%	7.4k	69.91	View chart
SLB Com Stk (SLB)	0.1	$520k	+27%	14k	38.38	View chart
Coastal Finl Corp Wa Com New (CCB)	0.1	$517k		4.5k	114.59	View chart
Boeing Company (BA)	0.1	$513k	+3%	2.4k	217.12	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$498k	-5%	10k	49.14	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.1	$472k	-36%	9.0k	52.39	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$464k	+26%	6.0k	77.89	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$451k	+4%	1.2k	373.53	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$442k	-36%	14k	30.96	View chart
D-wave Quantum (QBTS)	0.1	$431k	+7%	17k	26.15	View chart
Eaton Corp SHS (ETN)	0.1	$422k	+3%	1.3k	318.51	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$418k		7.9k	52.88	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$414k	+16%	5.6k	74.07	View chart
Merck & Co (MRK)	0.1	$412k	+4%	3.9k	105.25	View chart
Automatic Data Processing (ADP)	0.1	$406k	-8%	1.6k	257.23	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$406k	+6%	379.00	1069.86	View chart
Hilton Worldwide Holdings (HLT)	0.1	$403k		1.4k	287.25	View chart
Gilead Sciences (GILD)	0.1	$396k		3.2k	122.75	View chart
Welltower Inc Com reit (WELL)	0.1	$396k	+12%	2.1k	185.64	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$388k	+2%	3.8k	101.82	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$387k		1.0k	386.85	View chart
Applied Materials (AMAT)	0.1	$386k	-18%	1.5k	256.95	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$384k	-33%	4.4k	87.17	View chart
Thermo Fisher Scientific (TMO)	0.1	$372k	+16%	643.00	579.04	View chart
American Express Company (AXP)	0.0	$365k		986.00	370.02	View chart
Advanced Micro Devices (AMD)	0.0	$364k	+25%	1.7k	214.16	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$364k	+27%	3.1k	117.52	View chart
Duke Energy Corp Com New (DUK)	0.0	$363k		3.1k	117.20	View chart
Verizon Communications (VZ)	0.0	$358k		8.8k	40.73	View chart
Wells Fargo & Company (WFC)	0.0	$355k		3.8k	93.20	View chart
Coinbase Global Com Cl A (COIN)	0.0	$345k		1.5k	226.14	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$340k	+2%	7.9k	42.87	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$337k	+59%	2.3k	143.99	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$336k		5.9k	56.69	View chart
Nuveen Muni Value Fund (NUV)	0.0	$333k	+30%	37k	9.06	View chart
Kla Corp Com New (KLAC)	0.0	$320k		263.00	1216.26	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$320k	-4%	5.3k	60.17	View chart
Waste Management (WM)	0.0	$318k	-11%	1.4k	219.74	View chart
Trane Technologies SHS (TT)	0.0	$315k		810.00	389.20	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.0	$312k	+4%	16k	19.39	View chart
3M Company (MMM)	0.0	$310k		1.9k	160.10	View chart
Virtu Finl Cl A (VIRT)	0.0	$305k	+18%	9.1k	33.32	View chart
Intel Corporation (INTC)	0.0	$304k		8.3k	36.90	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$300k	+34%	5.2k	58.12	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$298k	+8%	2.9k	104.07	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.0	$295k	-8%	7.2k	41.27	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.0	$290k		15k	19.87	View chart
Paccar (PCAR)	0.0	$290k	-13%	2.6k	109.50	View chart
Blackrock (BLK)	0.0	$290k	+5%	270.00	1072.30	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$288k	-24%	3.2k	91.38	View chart
Oracle Corporation (ORCL)	0.0	$283k	+10%	1.5k	194.93	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$283k		5.5k	51.60	View chart
Coreweave Com Cl A (CRWV)	0.0	$283k	+72%	3.9k	71.61	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$282k		2.0k	139.34	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$281k	-4%	5.5k	51.12	View chart
Amgen (AMGN)	0.0	$275k	-6%	842.00	327.14	View chart
Circle Internet Group Com Cl A (CRCL)	0.0	$274k	+83%	3.5k	79.30	View chart
Toyota Motor Corp Ads (TM)	0.0	$274k	+14%	1.3k	214.06	View chart
Cintas Corporation (CTAS)	0.0	$272k		1.4k	188.07	View chart
Pfizer (PFE)	0.0	$270k	+4%	11k	24.90	View chart
Bwx Technologies (BWXT)	0.0	$270k	+14%	1.6k	172.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$268k		5.0k	53.76	View chart
Ecolab (ECL)	0.0	$266k		1.0k	262.60	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$260k	+9%	3.7k	69.42	View chart
Raytheon Technologies Corp (RTX)	0.0	$253k	-3%	1.4k	183.35	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$252k	NEW	7.0k	36.06	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$251k	-16%	2.0k	123.28	View chart
Esperion Therapeutics (ESPR)	0.0	$250k	+58%	68k	3.70	View chart
Home Depot (HD)	0.0	$247k	-20%	718.00	344.20	View chart
salesforce (CRM)	0.0	$245k	+5%	925.00	264.83	View chart
Lowe's Companies (LOW)	0.0	$243k	+3%	1.0k	241.15	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$240k	-10%	4.4k	54.77	View chart
Alaska Air (ALK)	0.0	$238k	NEW	4.7k	50.30	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$238k		5.0k	48.00	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$237k	NEW	3.1k	75.43	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$235k	NEW	3.2k	72.67	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$233k		4.9k	47.16	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$221k	NEW	3.3k	66.43	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$220k	NEW	5.7k	38.73	View chart
Goldman Sachs Etf Tr Activebeta Wrld	0.0	$217k	NEW	3.8k	57.74	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.0	$214k	-12%	3.0k	71.72	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$214k		1.7k	128.80	View chart
Paychex (PAYX)	0.0	$212k		1.9k	112.21	View chart
Walt Disney Company (DIS)	0.0	$209k	+3%	1.8k	113.78	View chart
Yum! Brands (YUM)	0.0	$205k		1.4k	151.28	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$204k	-14%	3.0k	68.36	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$203k	NEW	4.5k	45.05	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$176k	NEW	11k	16.49	View chart
Aldeyra Therapeutics (ALDX)	0.0	$82k	+46%	16k	5.18	View chart
B2gold Corp (BTG)	0.0	$54k	NEW	12k	4.51	View chart
Cardiff Oncology (CRDF)	0.0	$30k	NEW	11k	2.81	View chart
Sabre (SABR)	0.0	$20k	NEW	15k	1.36	View chart
Renovorx Com New (RNXT)	0.0	$8.4k		10k	0.84	View chart

Past Filings by Capital Advisors Wealth Management

SEC 13F filings are viewable for Capital Advisors Wealth Management going back to 2021

Capital Advisors Wealth Management 2025 Q4 filed Jan. 21, 2026
Capital Advisors Wealth Management 2025 Q3 filed Oct. 16, 2025
Capital Advisors Wealth Management 2025 Q2 filed Aug. 13, 2025
Capital Advisors Wealth Management 2025 Q1 filed April 25, 2025
Capital Advisors Wealth Management 2024 Q4 filed Jan. 15, 2025
Capital Advisors Wealth Management 2024 Q3 filed Oct. 15, 2024
Capital Advisors Wealth Management 2024 Q2 filed July 16, 2024
Capital Advisors Wealth Management 2024 Q1 filed April 12, 2024
Capital Advisors Wealth Management 2023 Q4 filed Jan. 9, 2024
Capital Advisors Wealth Management 2023 Q3 filed Oct. 11, 2023
Capital Advisors Wealth Management 2023 Q2 filed July 12, 2023
Capital Advisors Wealth Management 2023 Q1 filed April 14, 2023
Capital Advisors Wealth Management 2022 Q4 filed Feb. 10, 2023
Capital Advisors Wealth Management 2022 Q3 filed Nov. 14, 2022
Capital Advisors Wealth Management 2022 Q2 filed Aug. 4, 2022
Capital Advisors Wealth Management 2022 Q1 filed May 9, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z