Cap Wealth Advisors, LLC Portfolio Holdings
Cap Wealth Advisors, LLC
- $1.08 Billion
- Q3 2025
Cap Wealth Advisors, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.08 Billion distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $58.5M, Williams Companies, Inc. with a value of $49.4M, Microsoft Corp with a value of $47.6M, Berkshire Hathaway Inc Class B with a value of $39.7M, and Corning Inc with a value of $38.8M.
Examining the 13F form we can see an increase of $90.8M in the current position value, from $990M to 1.08B.
Below you can find more details about Cap Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.08 Billion
Technology: $276 Million
Healthcare: $144 Million
Industrials: $106 Million
Communication Services: $103 Million
Financial Services: $91.3 Million
Energy: $80.3 Million
Consumer Cyclical: $74.3 Million
Utilities: $65.4 Million
Other: $140 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|