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.
Portfolio value
$681 Million
ETFs: $494 Million
Technology: $56.3 Million
Financial Services: $30.9 Million
Communication Services: $22.7 Million
Consumer Cyclical: $15.2 Million
Consumer Defensive: $10.7 Million
Industrials: $7.89 Million
Healthcare: $6.88 Million
Other: $11.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
