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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, VIG, IVV, VCIT, IWF, and represent 27.16% of Capital Advisors Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVUV (+$14M), IEMG (+$13M), VTV (+$7.4M), SGOV, VB, AMLP, VCIT, JBND, JMST, GMUB.
Started 9 new stock positions in COP, SNDK, AMLP, DINO, MELI, TSM, PSLV, AVUV, INTU.
Reduced shares in these 10 stocks: JMEE (-$13M), GSSC (-$7.1M), VGT (-$5.1M), IWF, QQQ, VIG, V, FNDF, SHYD, NFLX.
Sold out of its positions in ALK, BLK, DIS, GBTC, BTC, TLT, ORCL, PAYX, RNXT, CRM. XLF, HYD.
Capital Advisors Wealth Management was a net buyer of stock by $26M.
Capital Advisors Wealth Management has $745M in assets under management (AUM), dropping by 1.47%.
Central Index Key (CIK): 0001824700

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Portfolio Holdings for Capital Advisors Wealth Management

Capital Advisors Wealth Management holds 216 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Fundamental Intl (FNDF)	6.9	$52M		1.1M	48.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.8	$43M	-3%	200k	215.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.5	$41M	+2%	63k	653.21	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.7	$35M	+8%	423k	82.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.2	$31M	-12%	74k	426.40	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	4.1	$30M		657k	46.07	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.4	$26M	-5%	44k	577.18	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.0	$23M		447k	50.61	View chart
Vanguard World Inf Tech Etf (VGT)	2.9	$21M	-19%	31k	697.71	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	2.1	$16M	+2%	164k	94.24	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.0	$15M		100k	148.10	View chart
Apple (AAPL)	2.0	$15M	-2%	58k	253.79	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.9	$14M	NEW	127k	110.47	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.9	$14M	+2%	21k	650.35	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$14M	+2268%	199k	69.75	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.6	$12M	+27%	228k	53.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$11M	+61%	42k	261.92	View chart
Amazon (AMZN)	1.4	$11M	+3%	51k	208.27	View chart
Microsoft Corporation (MSFT)	1.4	$11M		29k	370.17	View chart
Ishares Tr Intl Sel Div Etf (IDV)	1.4	$10M	+6%	243k	42.56	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$10M		35k	287.56	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.3	$9.8M	+94%	98k	100.66	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$9.0M	+456%	46k	196.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$8.0M	+2%	17k	479.20	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.0	$7.8M	+13%	150k	51.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$7.5M	+9%	150k	49.89	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.0	$7.4M	+7%	131k	56.68	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.0	$7.1M	+37%	139k	50.98	View chart
NVIDIA Corporation (NVDA)	0.9	$6.6M		38k	174.40	View chart
Meta Platforms Cl A (META)	0.9	$6.5M		11k	572.14	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$6.3M		71k	88.70	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.8	$6.3M	+29%	123k	50.95	View chart
Costco Wholesale Corporation (COST)	0.8	$6.1M		6.2k	996.40	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.8	$5.9M	+5%	192k	30.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$5.7M	+2%	18k	320.81	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.8	$5.7M		42k	134.61	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.7	$5.4M	+4%	54k	100.57	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.7	$5.2M		64k	81.98	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.6	$4.8M	-4%	91k	52.43	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.6	$4.6M	-4%	37k	125.13	View chart
Broadcom (AVGO)	0.5	$4.1M		13k	309.50	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.5	$4.0M	-7%	42k	95.44	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$4.0M	+15%	29k	135.72	View chart
Columbia Banking System (COLB)	0.5	$3.9M		142k	27.43	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$3.7M		35k	106.15	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.5	$3.6M	+44%	72k	49.99	View chart
JPMorgan Chase & Co. (JPM)	0.5	$3.5M		12k	294.17	View chart
Visa Com Cl A (V)	0.5	$3.5M	-26%	12k	302.24	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$3.4M	-10%	35k	99.27	View chart
Constellation Energy (CEG)	0.4	$3.2M	+3%	11k	279.25	View chart
Palantir Technologies Cl A (PLTR)	0.4	$3.2M		22k	146.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$3.1M		11k	287.18	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.4	$3.1M		57k	53.87	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.4	$2.8M	NEW	54k	52.64	View chart
Fidelity Natl Finl Com Shs (FNF)	0.4	$2.8M		61k	46.38	View chart
Abbvie (ABBV)	0.4	$2.8M		13k	217.50	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$2.7M	+3%	58k	47.08	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$2.7M	-2%	8.8k	302.24	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$2.6M		12k	217.25	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.3M	-3%	7.8k	286.85	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.2M	+16%	3.8k	597.60	View chart
Chevron Corporation (CVX)	0.3	$2.2M	+6%	11k	206.91	View chart
Exxon Mobil Corporation (XOM)	0.3	$2.1M	+52%	13k	169.66	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$2.0M	-21%	23k	88.16	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$1.9M	+2%	4.9k	390.41	View chart
Sofi Technologies (SOFI)	0.2	$1.8M		111k	15.88	View chart
Spdr Series Trust State Street Spd (SHM)	0.2	$1.6M	-4%	34k	47.83	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.2	$1.6M		19k	84.66	View chart
Phillips 66 (PSX)	0.2	$1.6M	+4%	9.0k	182.18	View chart
Palo Alto Networks (PANW)	0.2	$1.6M	-6%	10k	160.32	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$1.6M	-5%	26k	61.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.6M	-8%	55k	29.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.5M	+2%	24k	64.08	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$1.5M	+43%	57k	26.20	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.2	$1.5M	+147%	103k	14.35	View chart
Johnson & Johnson (JNJ)	0.2	$1.5M	+101%	6.0k	244.42	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.2	$1.4M	-90%	20k	66.77	View chart
Quanta Services (PWR)	0.2	$1.3M	+5%	2.5k	548.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.3M	+17%	15k	90.53	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.3M		3.0k	430.29	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.2M	+4%	2.0k	604.31	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.2	$1.1M	-11%	65k	17.44	View chart
Wal-Mart Stores (WMT)	0.2	$1.1M		9.0k	124.28	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$1.1M		5.4k	203.80	View chart
Qualcomm (QCOM)	0.1	$1.1M	-7%	8.5k	128.78	View chart
McDonald's Corporation (MCD)	0.1	$1.1M		3.5k	310.75	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$1.1M		26k	40.83	View chart
Netflix (NFLX)	0.1	$1.0M	-47%	11k	96.15	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$1.0M	+71%	12k	85.64	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$1.0M	-38%	19k	52.85	View chart
Caterpillar (CAT)	0.1	$991k		1.4k	708.52	View chart
Altria (MO)	0.1	$894k		14k	65.99	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$890k	+12%	4.3k	205.79	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.1	$889k	+13%	12k	71.81	View chart
Ge Vernova (GEV)	0.1	$881k		1.0k	872.49	View chart
L3harris Technologies (LHX)	0.1	$880k	+6%	2.6k	345.19	View chart
At&t (T)	0.1	$880k	+2%	30k	28.99	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$878k	-88%	12k	74.55	View chart
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF)	0.1	$876k		9.0k	97.55	View chart
Marathon Petroleum Corp (MPC)	0.1	$870k		3.6k	244.17	View chart
Delcath Sys Com New (DCTH)	0.1	$863k	+2%	93k	9.28	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$860k	-47%	13k	68.78	View chart
Rocket Lab Corp (RKLB)	0.1	$859k		13k	64.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$858k		6.9k	124.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$856k		13k	67.53	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$852k	+109%	6.5k	131.01	View chart
Micron Technology (MU)	0.1	$841k	-28%	2.5k	337.88	View chart
Pepsi (PEP)	0.1	$828k		5.3k	155.28	View chart
Tesla Motors (TSLA)	0.1	$826k		2.2k	371.75	View chart
Southern Company (SO)	0.1	$797k		8.3k	96.52	View chart
Procter & Gamble Company (PG)	0.1	$785k	+5%	5.4k	144.43	View chart
Us Bancorp Com New (USB)	0.1	$773k	-11%	15k	52.01	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$760k		8.5k	89.33	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$745k	+14%	3.9k	191.90	View chart
International Business Machines (IBM)	0.1	$741k	+2%	3.1k	242.39	View chart
Starbucks Corporation (SBUX)	0.1	$715k		8.0k	89.59	View chart
Mid-America Apartment (MAA)	0.1	$698k	-4%	5.7k	122.12	View chart
Ge Aerospace Com New (GE)	0.1	$636k		2.2k	283.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$611k		20k	30.68	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$605k	-7%	1.4k	436.83	View chart
Philip Morris International (PM)	0.1	$589k	+5%	3.6k	165.33	View chart
Coca-Cola Company (KO)	0.1	$572k		7.5k	76.05	View chart
Cisco Systems (CSCO)	0.1	$558k		7.2k	77.59	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$551k	+2%	9.0k	61.32	View chart
Merck & Co (MRK)	0.1	$526k	+11%	4.4k	120.29	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$522k	+4%	395.00	1320.83	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$519k	+94%	14k	38.26	View chart
Advanced Micro Devices (AMD)	0.1	$513k	+48%	2.5k	203.43	View chart
Applied Materials (AMAT)	0.1	$512k		1.5k	341.76	View chart
Circle Internet Group Com Cl A (CRCL)	0.1	$511k	+55%	5.4k	95.41	View chart
F&g Annuities & Life Common Stock (FG)	0.1	$497k	-4%	20k	25.32	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$497k	-3%	2.0k	248.87	View chart
Eli Lilly & Co. (LLY)	0.1	$479k	-2%	521.00	919.50	View chart
Eaton Corp SHS (ETN)	0.1	$475k		1.3k	357.67	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$470k	-5%	9.6k	48.86	View chart
Boeing Company (BA)	0.1	$467k		2.3k	199.03	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$462k		6.0k	77.19	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$454k	+5%	1.3k	356.46	View chart
Gilead Sciences (GILD)	0.1	$452k		3.2k	139.38	View chart
Nuveen Muni Value Fund (NUV)	0.1	$451k	+36%	50k	8.99	View chart
Duke Energy Corp Com New (DUK)	0.1	$445k	+9%	3.4k	130.94	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$436k		14k	30.32	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$434k	-68%	19k	22.66	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$428k	+4%	5.8k	73.64	View chart
Hilton Worldwide Holdings (HLT)	0.1	$427k		1.4k	304.08	View chart
Welltower Inc Com reit (WELL)	0.1	$423k		2.1k	197.70	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$419k		3.8k	109.21	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$417k		7.9k	52.56	View chart
Verizon Communications (VZ)	0.1	$415k	-6%	8.3k	50.20	View chart
Virtu Finl Cl A (VIRT)	0.1	$412k	+2%	9.4k	43.98	View chart
SLB Com Stk (SLB)	0.1	$408k	-41%	7.9k	51.40	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.1	$400k		9.0k	44.45	View chart
Kla Corp Com New (KLAC)	0.1	$387k		263.00	1470.16	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$376k	+23%	20k	19.00	View chart
Coreweave Com Cl A (CRWV)	0.1	$373k	+21%	4.8k	77.47	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$371k		1.0k	370.68	View chart
Intel Corporation (INTC)	0.0	$360k		8.2k	44.13	View chart
Waste Management (WM)	0.0	$349k	+5%	1.5k	229.81	View chart
Coastal Finl Corp Wa Com New (CCB)	0.0	$344k		4.5k	76.10	View chart
Goldman Sachs (GS)	0.0	$337k	-69%	399.00	845.74	View chart
Thermo Fisher Scientific (TMO)	0.0	$337k	+6%	685.00	491.39	View chart
Trane Technologies SHS (TT)	0.0	$336k		807.00	416.74	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$335k	+2%	6.1k	55.24	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.0	$334k		15k	22.49	View chart
Bwx Technologies (BWXT)	0.0	$325k		1.6k	204.46	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$315k		2.4k	132.91	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$313k	-6%	7.4k	42.31	View chart
Paccar (PCAR)	0.0	$307k		2.7k	115.48	View chart
Pfizer (PFE)	0.0	$305k		11k	28.08	View chart
Wells Fargo & Company (WFC)	0.0	$303k		3.8k	79.60	View chart
Automatic Data Processing (ADP)	0.0	$301k	-6%	1.5k	203.18	View chart
American Express Company (AXP)	0.0	$299k		987.00	302.40	View chart
Amgen (AMGN)	0.0	$298k		846.00	351.74	View chart
Raytheon Technologies Corp (RTX)	0.0	$291k	+9%	1.5k	192.93	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$289k		5.5k	52.54	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$287k		5.2k	55.52	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.0	$285k		7.1k	40.14	View chart
3M Company (MMM)	0.0	$281k		1.9k	145.23	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$275k	-4%	3.0k	91.63	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$275k	+4%	3.9k	70.17	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$271k	+6%	3.5k	78.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$270k		5.0k	54.05	View chart
Ecolab (ECL)	0.0	$269k		1.0k	266.12	View chart
Hf Sinclair Corp (DINO)	0.0	$268k	NEW	4.3k	62.39	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$263k		2.0k	132.10	View chart
Coinbase Global Com Cl A (COIN)	0.0	$259k	-2%	1.5k	174.61	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$259k	-14%	2.4k	106.01	View chart
D-wave Quantum (QBTS)	0.0	$256k	+7%	18k	14.43	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$252k	+4%	3.3k	77.10	View chart
ConocoPhillips (COP)	0.0	$250k	NEW	1.9k	131.97	View chart
MercadoLibre (MELI)	0.0	$249k	NEW	144.00	1729.02	View chart
Toyota Motor Corp Ads (TM)	0.0	$248k	-5%	1.2k	206.09	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$246k		5.0k	49.61	View chart
Cintas Corporation (CTAS)	0.0	$245k		1.4k	169.14	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$245k	-26%	3.9k	62.56	View chart
Lowe's Companies (LOW)	0.0	$242k		1.0k	236.28	View chart
Esperion Therapeutics (ESPR)	0.0	$240k	+29%	88k	2.74	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$233k		2.1k	113.14	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$230k		5.0k	46.43	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$230k	NEW	680.00	337.95	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$220k	NEW	9.0k	24.39	View chart
Goldman Sachs Etf Tr Activebeta Wrld (GSWO)	0.0	$219k	+3%	3.9k	56.30	View chart
Sandisk Corp (SNDK)	0.0	$218k	NEW	343.00	635.34	View chart
UnitedHealth (UNH)	0.0	$216k	-56%	797.00	270.48	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.0	$215k		3.0k	71.76	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$213k		3.3k	63.92	View chart
Yum! Brands (YUM)	0.0	$211k		1.4k	155.44	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$207k		11k	19.30	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$205k		4.5k	45.50	View chart
Intuit (INTU)	0.0	$203k	NEW	470.00	432.61	View chart
Home Depot (HD)	0.0	$203k	-14%	617.00	328.75	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$201k		1.7k	121.17	View chart
B2gold Corp (BTG)	0.0	$54k		12k	4.53	View chart
Aldeyra Therapeutics (ALDX)	0.0	$25k	-5%	15k	1.69	View chart
Cardiff Oncology (CRDF)	0.0	$24k	+42%	15k	1.62	View chart
Sabre (SABR)	0.0	$22k		15k	1.45	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 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
Capital Advisors Wealth Management 2022 Q2 filed Aug. 4, 2022

View all past filings

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