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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, IVV, VIG, IWF, VCIT, and represent 26.94% of Capital Advisors Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IWF (+$29M), VGT (+$26M), SPY, HDV, XLRE, QQQ, JPIE, VO, IVV, AMLP.
Started 21 new stock positions in GSC, STX, VRT, DIA, IXUS, GVA, IWD, VCRM, ESGD, CRDO. IXN, SHEL, HPE, HIMU, DELL, TLN, MDY, SUB, FIX, MTUM, MCK.
Reduced shares in these 10 stocks: BINC (-$5.1M), SGOV, JPST, MLN, CEG, SHM, AMD, JMST, PANW, GOOGL.
Sold out of its positions in ALDX, COP, ET, ESPR, INTU, PSLV, TM, ITM, YUM.
Capital Advisors Wealth Management was a net buyer of stock by $92M.
Capital Advisors Wealth Management has $851M in assets under management (AUM), dropping by 14.30%.
Central Index Key (CIK): 0001824700

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Portfolio Holdings for Capital Advisors Wealth Management

Capital Advisors Wealth Management holds 228 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Fundamental Intl (FNDF)	6.6	$57M		1.1M	52.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.8	$50M	+4%	66k	748.89	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.8	$49M	+4%	208k	236.62	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.4	$38M	+311%	304k	124.17	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.3	$36M	+3%	439k	82.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.2	$36M	+9%	48k	736.40	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	3.9	$33M	+8%	713k	46.05	View chart
Vanguard World Inf Tech Etf (VGT)	3.5	$30M	+709%	247k	119.52	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.5	$22M	-4%	428k	50.57	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.3	$20M	+23%	26k	746.76	View chart
Ishares Core Msci Emkt (IEMG)	2.1	$18M	+10%	221k	82.84	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.1	$18M	+11%	142k	124.76	View chart
Apple (AAPL)	2.0	$17M		58k	289.36	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.9	$17M	+2%	168k	98.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.9	$16M		101k	158.03	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.6	$13M	+3%	44k	303.12	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.5	$13M	+3%	236k	53.50	View chart
Amazon (AMZN)	1.4	$12M		52k	238.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$12M	-3%	34k	357.37	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$11M	+11%	51k	217.93	View chart
Microsoft Corporation (MSFT)	1.3	$11M	+4%	30k	373.02	View chart
Ishares Tr Intl Sel Div Etf (IDV)	1.3	$11M	+8%	264k	41.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$9.2M	+9%	18k	500.39	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	1.0	$8.2M	+30%	160k	51.44	View chart
NVIDIA Corporation (NVDA)	0.9	$7.7M	+2%	39k	200.09	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$7.7M		152k	50.58	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.9	$7.3M		130k	56.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$7.1M	+7%	19k	370.05	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$6.7M	-2%	70k	96.43	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.8	$6.7M		192k	34.81	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.8	$6.6M	-6%	130k	51.00	View chart
Meta Platforms Cl A (META)	0.8	$6.5M		12k	563.31	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.7	$6.3M	-35%	63k	100.67	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.7	$6.3M		43k	148.43	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.7	$5.8M	+7%	58k	100.81	View chart
Costco Wholesale Corporation (COST)	0.7	$5.7M		6.1k	935.42	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.7	$5.5M	+4%	67k	83.07	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.6	$5.5M		91k	60.16	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.6	$5.0M	+77%	96k	51.85	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.6	$4.9M	-4%	35k	141.89	View chart
Columbia Banking System (COLB)	0.6	$4.9M	+7%	153k	32.05	View chart
Broadcom (AVGO)	0.5	$4.7M	-5%	12k	377.75	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$4.4M	+455%	162k	27.41	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.5	$4.4M	+10%	47k	94.57	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.5	$4.4M	+276%	99k	44.03	View chart
Visa Com Cl A (V)	0.5	$4.1M	+4%	12k	343.09	View chart
JPMorgan Chase & Co. (JPM)	0.5	$4.0M		12k	327.32	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.5	$3.9M	+5%	76k	50.66	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$3.7M		4.9k	763.14	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$3.5M	-4%	33k	107.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$3.4M	+291%	43k	80.57	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.4	$3.4M	+12%	64k	53.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$3.3M	-4%	33k	98.98	View chart
Abbvie (ABBV)	0.4	$3.2M		13k	251.65	View chart
Palo Alto Networks (PANW)	0.4	$3.1M	-10%	9.1k	341.02	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$3.0M	-7%	8.2k	365.69	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$2.9M	+8%	62k	46.94	View chart
Micron Technology (MU)	0.3	$2.9M		2.5k	1154.12	View chart
Fidelity Natl Finl Com Shs (FNF)	0.3	$2.8M		60k	47.16	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$2.8M	-3%	12k	242.98	View chart
Quanta Services (PWR)	0.3	$2.7M	+54%	3.8k	720.02	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.3	$2.7M	-65%	52k	52.34	View chart
Palantir Technologies Cl A (PLTR)	0.3	$2.7M	+5%	23k	116.67	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.7M	-3%	7.5k	353.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.6M	+2%	3.8k	686.77	View chart
Constellation Energy (CEG)	0.2	$2.1M	-26%	8.4k	248.36	View chart
Sofi Technologies (SOFI)	0.2	$2.0M	+2%	113k	17.93	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.2	$2.0M	+6%	21k	94.42	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.9M		56k	33.84	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$1.8M	+19%	69k	26.52	View chart
Johnson & Johnson (JNJ)	0.2	$1.8M	+19%	7.1k	253.98	View chart
Chevron Corporation (CVX)	0.2	$1.8M	+2%	11k	165.76	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.7M		13k	136.72	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$1.7M		23k	75.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.7M		24k	71.25	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.2	$1.5M	-2%	20k	78.03	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.5M	+7%	16k	96.58	View chart
Phillips 66 (PSX)	0.2	$1.5M		9.1k	169.05	View chart
Caterpillar (CAT)	0.2	$1.5M	+2%	1.4k	1065.21	View chart
Rocket Lab Corp (RKLB)	0.2	$1.4M	+6%	14k	101.65	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.2	$1.4M	-2%	100k	14.31	View chart
Ge Vernova (GEV)	0.2	$1.4M	+15%	1.2k	1174.48	View chart
Qualcomm (QCOM)	0.2	$1.4M	-13%	7.4k	184.80	View chart
Eli Lilly & Co. (LLY)	0.2	$1.3M	+107%	1.1k	1199.45	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.1	$1.3M	NEW	26k	49.80	View chart
McDonald's Corporation (MCD)	0.1	$1.3M	+31%	4.6k	270.33	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$1.2M	+13%	14k	91.96	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$1.2M	+15%	14k	91.26	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$1.2M	-14%	23k	53.11	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$1.2M		5.4k	219.21	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.2M	+11%	4.8k	246.19	View chart
Delcath Sys Com New (DCTH)	0.1	$1.2M		93k	12.59	View chart
Sandisk Corp (SNDK)	0.1	$1.2M	+48%	508.00	2273.73	View chart
Intel Corporation (INTC)	0.1	$1.1M	-2%	7.9k	139.62	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.1M		3.0k	368.38	View chart
Applied Materials (AMAT)	0.1	$1.1M		1.5k	722.99	View chart
Wal-Mart Stores (WMT)	0.1	$1.1M	+4%	9.4k	113.26	View chart
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF)	0.1	$1.0M	+8%	9.8k	106.25	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.0M		6.8k	148.30	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.0M		2.0k	509.48	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.1	$997k	-39%	21k	47.97	View chart
Altria (MO)	0.1	$996k	+2%	14k	71.95	View chart
Procter & Gamble Company (PG)	0.1	$992k	+24%	6.8k	146.64	View chart
Tesla Motors (TSLA)	0.1	$980k	+4%	2.3k	420.60	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.1	$977k		12k	80.33	View chart
Advanced Micro Devices (AMD)	0.1	$968k	-33%	1.7k	580.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$954k	-2%	12k	77.11	View chart
Marathon Petroleum Corp (MPC)	0.1	$908k		3.5k	255.70	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$904k	+9%	4.2k	212.76	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$894k	-12%	17k	53.19	View chart
Ge Aerospace Com New (GE)	0.1	$886k	+5%	2.4k	373.70	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$881k	+12%	443.00	1989.44	View chart
Pepsi (PEP)	0.1	$857k	+18%	6.3k	135.40	View chart
Cisco Systems (CSCO)	0.1	$846k		7.2k	117.46	View chart
Us Bancorp Com New (USB)	0.1	$842k	-6%	14k	60.40	View chart
International Business Machines (IBM)	0.1	$827k	-3%	2.9k	281.20	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$821k		8.5k	96.32	View chart
Starbucks Corporation (SBUX)	0.1	$811k		7.9k	102.19	View chart
Southern Company (SO)	0.1	$792k		8.3k	95.71	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$791k	+25%	25k	31.71	View chart
Kla Corp Com New (KLAC)	0.1	$784k	+887%	2.6k	301.70	View chart
Netflix (NFLX)	0.1	$749k	-2%	11k	71.40	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$719k		6.4k	112.32	View chart
L3harris Technologies (LHX)	0.1	$702k	-5%	2.4k	290.58	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.1	$702k	+30%	18k	39.68	View chart
Dell Technologies CL C (DELL)	0.1	$674k	NEW	1.6k	431.46	View chart
Mid-America Apartment (MAA)	0.1	$665k	-16%	4.8k	138.93	View chart
SLB Com Stk (SLB)	0.1	$653k	+76%	14k	46.49	View chart
Philip Morris International (PM)	0.1	$648k		3.6k	180.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$635k	+432%	7.4k	86.13	View chart
Boeing Company (BA)	0.1	$628k	+23%	2.9k	216.47	View chart
At&t (T)	0.1	$624k		30k	20.70	View chart
Eaton Corp SHS (ETN)	0.1	$599k	+5%	1.4k	426.12	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$597k	-8%	8.3k	72.28	View chart
Merck & Co (MRK)	0.1	$594k	+5%	4.6k	128.49	View chart
Coca-Cola Company (KO)	0.1	$592k	-3%	7.3k	81.26	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$580k		2.0k	290.65	View chart
Virtu Finl Cl A (VIRT)	0.1	$566k		9.5k	59.57	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$561k	+53%	9.3k	60.29	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$552k	+5%	1.3k	409.43	View chart
Coreweave Com Cl A (CRWV)	0.1	$530k	+10%	5.3k	99.54	View chart
Nuveen Muni Value Fund (NUV)	0.1	$514k	+11%	56k	9.22	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$502k	-41%	7.3k	68.93	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$497k	+30%	26k	19.29	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$491k	+6%	6.4k	76.70	View chart
D-wave Quantum (QBTS)	0.1	$488k	+14%	20k	23.99	View chart
Welltower Inc Com reit (WELL)	0.1	$487k		2.1k	226.99	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$474k	+49%	7.7k	61.46	View chart
Hilton Worldwide Holdings (HLT)	0.1	$464k		1.4k	330.46	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$457k	-2%	9.4k	48.87	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$443k		3.9k	113.68	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$443k		2.3k	190.52	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$442k		19k	22.90	View chart
Gilead Sciences (GILD)	0.1	$428k	+4%	3.4k	126.35	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$426k		1.0k	426.40	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$426k		5.8k	73.41	View chart
Duke Energy Corp Com New (DUK)	0.0	$420k	-2%	3.3k	126.56	View chart
F&g Annuities & Life Common Stock (FG)	0.0	$416k	-20%	16k	26.59	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$405k	+29%	9.6k	42.41	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.0	$404k		9.0k	44.85	View chart
Trane Technologies SHS (TT)	0.0	$396k		807.00	491.16	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$393k	-5%	7.5k	52.41	View chart
American Express Company (AXP)	0.0	$390k	+16%	1.2k	338.20	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$388k	+19%	812.00	477.57	View chart
Goldman Sachs (GS)	0.0	$387k	-4%	383.00	1011.40	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$383k	NEW	732.00	522.71	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$377k	+6%	3.7k	102.30	View chart
Circle Internet Group Com Cl A (CRCL)	0.0	$374k	+11%	6.0k	62.63	View chart
UnitedHealth (UNH)	0.0	$370k	+11%	891.00	415.77	View chart
Thermo Fisher Scientific (TMO)	0.0	$370k	+7%	738.00	501.49	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$367k	NEW	1.4k	271.95	View chart
Coastal Finl Corp Wa Com New (CCB)	0.0	$350k		4.5k	77.51	View chart
Waste Management (WM)	0.0	$345k		1.5k	222.90	View chart
Verizon Communications (VZ)	0.0	$344k		8.1k	42.34	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$343k	NEW	355.00	965.00	View chart
Automatic Data Processing (ADP)	0.0	$331k		1.5k	223.95	View chart
First Tr Exchng Traded Fd Vi Ft Ener Inco Etf (EIPI)	0.0	$330k		15k	21.84	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$325k	-25%	11k	30.49	View chart
Amgen (AMGN)	0.0	$322k	+5%	890.00	362.17	View chart
Wells Fargo & Company (WFC)	0.0	$321k	+2%	3.9k	82.64	View chart
Paccar (PCAR)	0.0	$320k		2.7k	120.14	View chart
3M Company (MMM)	0.0	$314k		1.9k	161.91	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$313k	NEW	2.9k	106.47	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$312k		5.5k	56.52	View chart
Bwx Technologies (BWXT)	0.0	$312k		1.6k	194.63	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$308k		2.0k	154.28	View chart
Hewlett Packard Enterprise (HPE)	0.0	$304k	NEW	6.7k	45.11	View chart
Hf Sinclair Corp (DINO)	0.0	$301k		4.3k	69.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$299k		5.0k	59.69	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$298k		3.9k	75.79	View chart
Shell Spon Ads (SHEL)	0.0	$296k	NEW	3.8k	77.55	View chart
Raytheon Technologies Corp (RTX)	0.0	$296k	+3%	1.6k	189.76	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$292k	+113%	5.2k	56.16	View chart
Ecolab (ECL)	0.0	$284k		1.0k	278.74	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$281k		3.3k	85.48	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.0	$279k	-2%	6.9k	40.29	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$275k		3.0k	91.63	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.0	$273k	NEW	3.6k	76.40	View chart
McKesson Corporation (MCK)	0.0	$272k	NEW	360.00	756.26	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$272k	NEW	792.00	342.89	View chart
Goldman Sachs Etf Tr Activebeta Wrld (GSWO)	0.0	$266k	+7%	4.2k	63.44	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$261k	NEW	2.7k	95.44	View chart
Granite Construction (GVA)	0.0	$256k	NEW	1.6k	158.05	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$252k		5.0k	50.84	View chart
Cintas Corporation (CTAS)	0.0	$246k		1.4k	170.08	View chart
Goldman Sachs Etf Tr Smal Cap Equ Etf (GSC)	0.0	$244k	NEW	3.5k	69.22	View chart
Comfort Systems USA (FIX)	0.0	$244k	NEW	123.00	1982.15	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$243k		3.9k	62.20	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.0	$239k		3.0k	79.42	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$239k	-15%	1.7k	137.56	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$236k		1.7k	142.36	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.0	$233k	-79%	13k	17.78	View chart
MercadoLibre (MELI)	0.0	$233k	-4%	137.00	1697.39	View chart
Lowe's Companies (LOW)	0.0	$226k		1.0k	220.47	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$225k		4.5k	49.99	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.0	$225k		3.3k	67.59	View chart
Pfizer (PFE)	0.0	$225k	-13%	9.3k	24.08	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$219k	NEW	312.00	703.34	View chart
Coinbase Global Com Cl A (COIN)	0.0	$218k		1.5k	146.19	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$216k	NEW	645.00	334.57	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$214k	NEW	1.5k	144.47	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$214k	NEW	2.1k	102.82	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$214k	NEW	880.00	242.56	View chart
Home Depot (HD)	0.0	$207k	-5%	586.00	352.40	View chart
Talen Energy Corp (TLN)	0.0	$203k	NEW	528.00	384.26	View chart
B2gold Corp (BTG)	0.0	$45k		12k	3.74	View chart
Sabre (SABR)	0.0	$31k		15k	2.09	View chart
Cardiff Oncology (CRDF)	0.0	$20k	+3%	16k	1.30	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 2026 Q2 filed July 23, 2026
Capital Advisors Wealth Management 2026 Q1 filed April 8, 2026
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

View all past filings

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