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Capital Financial Group

Latest statistics and disclosures from Capital Financial Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001061555

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Positions held by Capital Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Capital Financial Group

Capital Financial Group holds 106 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	9.4	$17M	223k	76.54	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	7.0	$13M	293k	43.13	View chart
Ishares Tr Msci Usa Min Vol (USMV)	6.7	$12M	131k	92.74	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	3.3	$6.0M	127k	46.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.8	$5.1M	75k	67.53	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	2.7	$5.0M	67k	74.55	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	2.7	$4.9M	112k	43.59	View chart
Apple (AAPL)	2.6	$4.8M	19k	253.79	View chart
JPMorgan Chase & Co. (JPM)	2.5	$4.6M	16k	294.16	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	2.2	$4.0M	88k	45.80	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	2.2	$4.0M	40k	100.19	View chart
Spdr Series Trust State Street Spd (SPAB)	2.1	$3.9M	152k	25.62	View chart
Johnson & Johnson (JNJ)	2.1	$3.8M	16k	244.44	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	1.9	$3.4M	86k	39.73	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.6	$3.0M	75k	39.43	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.6	$2.9M	32k	92.69	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.6	$2.9M	57k	50.66	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.6	$2.9M	26k	108.99	View chart
Chevron Corporation (CVX)	1.5	$2.7M	13k	206.90	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.5	$2.7M	28k	99.27	View chart
Newmont Mining Corporation (NEM)	1.5	$2.6M	24k	108.25	View chart
Exxon Mobil Corporation (XOM)	1.4	$2.6M	15k	169.66	View chart
Lockheed Martin Corporation (LMT)	1.3	$2.4M	3.9k	604.39	View chart
Novartis Sponsored Adr (NVS)	1.1	$2.1M	14k	152.75	View chart
RBB F/m Us Treasury (TBIL)	1.1	$2.0M	40k	49.86	View chart
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP)	1.1	$1.9M	71k	27.20	View chart
Verizon Communications (VZ)	1.0	$1.9M	38k	50.20	View chart
Gilead Sciences (GILD)	1.0	$1.8M	13k	139.37	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	1.0	$1.8M	39k	47.54	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	1.0	$1.8M	61k	30.22	View chart
Iron Mountain (IRM)	1.0	$1.8M	18k	102.14	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.9	$1.7M	40k	42.31	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$1.7M	16k	106.15	View chart
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB)	0.9	$1.6M	81k	20.05	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.9	$1.6M	32k	50.49	View chart
International Business Machines (IBM)	0.9	$1.6M	6.5k	242.40	View chart
Black Hills Corporation (BKH)	0.8	$1.5M	22k	69.41	View chart
Altria (MO)	0.8	$1.5M	23k	65.99	View chart
Republic Services (RSG)	0.8	$1.4M	6.3k	219.02	View chart
United Parcel Svcs CL B (UPS)	0.7	$1.4M	14k	98.38	View chart
Red Rock Resorts Cl A (RRR)	0.7	$1.4M	25k	53.36	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.7	$1.4M	27k	49.50	View chart
Philip Morris International (PM)	0.7	$1.2M	7.2k	165.34	View chart
Mp Materials Corp Com Cl A (MP)	0.6	$1.2M	24k	48.26	View chart
Wal-Mart Stores (WMT)	0.6	$1.1M	8.8k	124.28	View chart
Unilever Spon Adr New (UL)	0.6	$1.0M	18k	56.97	View chart
Union Pacific Corporation (UNP)	0.6	$1.0M	4.2k	242.62	View chart
3M Company (MMM)	0.5	$939k	6.5k	145.23	View chart
Public Storage (PSA)	0.5	$922k	3.4k	270.88	View chart
L3harris Technologies (LHX)	0.5	$905k	2.6k	345.15	View chart
Visa Com Cl A (V)	0.5	$905k	3.0k	302.24	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.5	$869k	30k	28.71	View chart
Costco Wholesale Corporation (COST)	0.5	$866k	869.00	996.43	View chart
Bristol Myers Squibb (BMY)	0.4	$809k	13k	60.65	View chart
Carnival Corp Common Stock (CCL)	0.4	$781k	30k	25.88	View chart
Procter & Gamble Company (PG)	0.4	$729k	5.0k	144.44	View chart
Diamondback Energy (FANG)	0.4	$709k	3.6k	197.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$705k	2.5k	287.56	View chart
Nike CL B (NKE)	0.4	$695k	13k	52.82	View chart
Caterpillar (CAT)	0.4	$695k	981.00	708.46	View chart
Barrick Mng Corp Com Shs (B)	0.4	$652k	16k	40.79	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$631k	26k	24.75	View chart
Xylem (XYL)	0.3	$621k	5.2k	119.50	View chart
Totalenergies Se Act (TTE)	0.3	$621k	6.8k	90.98	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.3	$617k	31k	19.96	View chart
Nebius Group Shs Class A (NBIS)	0.3	$605k	5.8k	103.76	View chart
Wynn Resorts (WYNN)	0.3	$568k	5.6k	101.55	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$563k	15k	38.42	View chart
Microsoft Corporation (MSFT)	0.3	$554k	1.5k	370.18	View chart
Rockwell Automation (ROK)	0.3	$538k	1.5k	358.90	View chart
Amazon (AMZN)	0.3	$511k	2.5k	208.27	View chart
Tko Group Holdings Cl A (TKO)	0.3	$508k	2.5k	201.65	View chart
At&t (T)	0.3	$500k	17k	28.99	View chart
Spdr Series Trust State Street Spd (SPMD)	0.3	$490k	8.3k	59.22	View chart
McDonald's Corporation (MCD)	0.3	$467k	1.5k	310.80	View chart
Kraneshares Trust Quadratic Deflai (BNDD)	0.3	$465k	4.8k	97.96	View chart
Textron (TXT)	0.3	$464k	5.3k	87.56	View chart
Avnet (AVT)	0.3	$463k	7.5k	61.62	View chart
Goldman Sachs (GS)	0.2	$435k	514.00	846.00	View chart
General Dynamics Corporation (GD)	0.2	$433k	1.3k	343.22	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$428k	8.9k	48.32	View chart
Ally Financial (ALLY)	0.2	$417k	11k	39.23	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.2	$405k	18k	22.66	View chart
Devon Energy Corporation (DVN)	0.2	$399k	7.9k	50.32	View chart
Metropcs Communications (TMUS)	0.2	$398k	1.9k	210.03	View chart
Realreal (REAL)	0.2	$360k	40k	9.08	View chart
Cubesmart (CUBE)	0.2	$345k	9.4k	36.65	View chart
Franco-Nevada Corporation (FNV)	0.2	$328k	1.3k	247.05	View chart
C H Robinson Worldwide In Com New (CHRW)	0.2	$307k	1.8k	166.07	View chart
Rh (RH)	0.2	$306k	2.2k	139.82	View chart
Smithfield Foods Inc Common Stock Usd.5 (SFD)	0.2	$304k	11k	27.97	View chart
Las Vegas Sands (LVS)	0.2	$302k	5.6k	53.88	View chart
Boeing Company (BA)	0.2	$288k	1.4k	199.03	View chart
American Tower Reit (AMT)	0.2	$287k	1.7k	172.59	View chart
Dow (DOW)	0.2	$285k	6.8k	41.65	View chart
Draftkings Com Cl A (DKNG)	0.2	$283k	13k	21.62	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$279k	6.4k	43.66	View chart
Palo Alto Networks (PANW)	0.1	$264k	1.6k	160.32	View chart
Ul Solutions Class A Com Shs (ULS)	0.1	$264k	3.1k	85.71	View chart
Chewy Cl A (CHWY)	0.1	$246k	9.1k	27.00	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$219k	5.1k	42.56	View chart
Brink's Company (BCO)	0.1	$213k	2.1k	103.63	View chart
Valvoline Inc Common (VVV)	0.1	$208k	6.2k	33.68	View chart
Perrigo SHS (PRGO)	0.1	$156k	15k	10.74	View chart
Calamos Global Dynamic Income Fund (CHW)	0.0	$76k	11k	7.26	View chart
Poet Technologies Com New (POET)	0.0	$68k	12k	5.94	View chart

Past Filings by Capital Financial Group

SEC 13F filings are viewable for Capital Financial Group going back to 2026

Capital Financial Group 2026 Q1 filed April 27, 2026

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