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 Analysts, LLC (CIK 1624758) reported $3.81B across 1,519 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($304.3M, 8.00%), FBND ($143.8M, 3.78%), IVV ($121.5M, 3.19%), IEFA ($119.7M, 3.15%), SPIB ($84.5M, 2.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $304.3M | 8.00% | 4.0M | Added |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $143.8M | 3.78% | 3.2M | Added |
| 3 | IVV | ISHARES TR | $121.5M | 3.19% | 185,934 | Trimmed |
| 4 | IEFA | ISHARES TR | $119.7M | 3.15% | 1.3M | Added |
| 5 | SPIB | SPDR SERIES TRUST | $84.5M | 2.22% | 2.5M | Added |
| 6 | RWL | INVESCO EXCH TRADED FD TR II | $80.0M | 2.10% | 695,950 | Added |
| 7 | JCPB | J P MORGAN EXCHANGE TRADED F | $73.1M | 1.92% | 1.6M | Added |
| 8 | IEMG | ISHARES INC | $72.6M | 1.91% | 1.0M | Added |
| 9 | TDTF | FLEXSHARES TR | $71.6M | 1.88% | 3.0M | Added |
| 10 | FMDE | FIDELITY COVINGTON TRUST | $66.2M | 1.74% | 1.8M | Added |
| 11 | DIVI | FRANKLIN TEMPLETON ETF TR | $63.7M | 1.67% | 1.6M | Added |
| 12 | BSV | VANGUARD BD INDEX FDS | $59.6M | 1.57% | 760,204 | Added |
| 13 | SPHY | SPDR SERIES TRUST | $55.6M | 1.46% | 2.4M | Added |
| 14 | AAPL | APPLE INC | $50.7M | 1.33% | 199,681 | Trimmed |
| 15 | PVAL | PUTNAM ETF TRUST | $50.6M | 1.33% | 1.1M | Added |
| 16 | MSFT | MICROSOFT CORP | $45.4M | 1.19% | 122,592 | Trimmed |
| 17 | ITOT | ISHARES TR | $40.7M | 1.07% | 285,740 | Trimmed |
| 18 | IAGG | ISHARES TR | $34.1M | 0.90% | 682,304 | Added |
| 19 | IVW | ISHARES TR | $33.4M | 0.88% | 294,526 | Added |
| 20 | DGRO | ISHARES TR | $32.2M | 0.85% | 459,104 | Added |
| 21 | FESM | FIDELITY COVINGTON TRUST | $32.0M | 0.84% | 841,857 | Added |
| 22 | DYNF | BLACKROCK ETF TRUST | $31.0M | 0.81% | 532,076 | Trimmed |
| 23 | GS | GOLDMAN SACHS GROUP INC | $30.0M | 0.79% | 35,482 | Trimmed |
| 24 | WMT | WALMART INC | $28.9M | 0.76% | 232,602 | Trimmed |
| 25 | RTX | RTX CORPORATION | $27.7M | 0.73% | 143,812 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31