Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Capital Advisors Wealth Management, LLC (CIK 1824700) reported $744.9M across 213 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FNDF ($51.5M, 6.91%), VIG ($43.1M, 5.78%), IVV ($41.3M, 5.55%), VCIT ($35.0M, 4.70%), IWF ($31.4M, 4.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | $51.5M | 6.91% | 1.1M | Trimmed |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $43.1M | 5.78% | 200,326 | Trimmed |
| 3 | IVV | ISHARES TR | $41.3M | 5.55% | 63,290 | Added |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $35.0M | 4.70% | 423,173 | Added |
| 5 | IWF | ISHARES TR | $31.4M | 4.22% | 73,740 | Trimmed |
| 6 | JPIE | J P MORGAN EXCHANGE TRADED F | $30.3M | 4.06% | 656,955 | Added |
| 7 | QQQ | INVESCO QQQ TR | $25.5M | 3.42% | 44,164 | Trimmed |
| 8 | JPST | J P MORGAN EXCHANGE TRADED F | $22.6M | 3.03% | 446,612 | Added |
| 9 | VGT | VANGUARD WORLD FD | $21.3M | 2.86% | 30,531 | Trimmed |
| 10 | VYMI | VANGUARD WHITEHALL FDS | $15.5M | 2.08% | 164,228 | Added |
| 11 | VYM | VANGUARD WHITEHALL FDS | $14.9M | 2.00% | 100,404 | Added |
| 12 | AAPL | APPLE INC | $14.8M | 1.99% | 58,375 | Trimmed |
| 13 | AVUV | AMERICAN CENTY ETF TR | $14.1M | 1.89% | 127,306 | New |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $13.9M | 1.87% | 21,392 | Added |
| 15 | IEMG | ISHARES INC | $13.9M | 1.86% | 198,992 | Added |
| 16 | JBND | J P MORGAN EXCHANGE TRADED F | $12.3M | 1.64% | 227,847 | Added |
| 17 | VB | VANGUARD INDEX FDS | $11.1M | 1.49% | 42,381 | Added |
| 18 | AMZN | AMAZON COM INC | $10.6M | 1.43% | 50,973 | Added |
| 19 | MSFT | MICROSOFT CORP | $10.5M | 1.42% | 28,478 | Added |
| 20 | IDV | ISHARES TR | $10.4M | 1.39% | 243,396 | Added |
| 21 | GOOGL | ALPHABET INC | $10.1M | 1.36% | 35,114 | Trimmed |
| 22 | SGOV | ISHARES TR | $9.8M | 1.32% | 97,715 | Added |
| 23 | VTV | VANGUARD INDEX FDS | $9.0M | 1.21% | 45,929 | Added |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.0M | 1.07% | 16,665 | Added |
| 25 | BINC | BLACKROCK ETF TRUST II | $7.8M | 1.04% | 149,876 | Added |
Source: SEC Form 13F filings · as of 2026-03-31