Capital Advisors Wealth Management, LLC Portfolio Holdings
Capital Advisors Wealth Management, LLC
- $681 Million
- Q3 2025
Capital Advisors Wealth Management, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $681 Million distributed in 215 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental Intl Large with a value of $43.1M, Ishares Core S&P 500 ETF with a value of $40.8M, Ishares Russell 1000 Gr ETF with a value of $39.3M, Vanguard Dividend Appreciation with a value of $36.3M, and Vanguard Intermediate Term Cor with a value of $32.4M.
Examining the 13F form we can see an increase of $58.1M in the current position value, from $623M to 681M.
Below you can find more details about Capital Advisors Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 215
- Current Value $681 Million
- Prior Value $623 Million
- Filing
- Period Q3 2025
- Filing Date October 15, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 27 stocks
- Additional Purchases 127 stocks
- Sold out of 0 stocks
- Reduced holdings in 54 stocks