Capital Advisors Wealth Management, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $623 Million distributed in 191 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $37.4M, Schwab Fundamental Intl Large with a value of $37M, Vanguard Dividend Appreciation with a value of $35.7M, Ishares Russell 1000 Gr ETF with a value of $34.9M, and Vanguard Intermediate Term Cor with a value of $31.2M.
Examining the 13F form we can see an increase of $62.8M in the current position value, from $560M to 623M.
Below you can find more details about Capital Advisors Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$623 Million
ETFs: $455 Million
Technology: $49.1 Million
Financial Services: $27.8 Million
Communication Services: $19 Million
Consumer Cyclical: $14.8 Million
Consumer Defensive: $10.9 Million
Healthcare: $6.64 Million
Industrials: $6.39 Million
Other: $9.91 Million
Stock Holdings Table Market Cap. of $200 Billions or more
