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Capital Advisors Wealth Management, LLC 13F holdings

Filed 2026-07-23 · Capital Advisors Wealth Management, LLC · 231 positions · $851.4M

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TickerCompanySharesValue% of portfolio
FNDFSCHWAB STRATEGIC TR1.1M$56.5M6.6%
IVVISHARES TR66.3K$49.6M5.8%
VIGVANGUARD SPECIALIZED FUNDS208.3K$49.3M5.8%
IWFISHARES TR303.8K$37.7M4.4%
VCITVANGUARD SCOTTSDALE FDS438.8K$36.3M4.3%
QQQINVESCO QQQ TR48.4K$35.7M4.2%
JPIEJ P MORGAN EXCHANGE TRADED F712.7K$32.8M3.9%
VGTVANGUARD WORLD FD247.2K$29.5M3.5%
JPSTJ P MORGAN EXCHANGE TRADED F427.8K$21.6M2.5%
SPYSTATE STR SPDR S&P 500 ETF T26.4K$19.7M2.3%
ACWIISHARES INC220.6K$18.3M2.1%
AVUVAMERICAN CENTY ETF TR141.6K$17.7M2.1%
AAPLAPPLE INC58.2K$16.8M2.0%
VYMIVANGUARD WHITEHALL FDS168.1K$16.5M1.9%
VYMVANGUARD WHITEHALL FDS100.5K$15.9M1.9%
VBVANGUARD INDEX FDS43.7K$13.2M1.6%
JBNDJ P MORGAN EXCHANGE TRADED F235.6K$12.6M1.5%
AMZNAMAZON COM INC51.6K$12.3M1.4%
GOOGLALPHABET INC34.1K$12.2M1.4%
VTVVANGUARD INDEX FDS51.1K$11.1M1.3%
MSFTMICROSOFT CORP29.7K$11.1M1.3%
IDVISHARES TR264.0K$10.9M1.3%
BRK-BBERKSHIRE HATHAWAY INC DEL18.3K$9.2M1.1%
GMUBGOLDMAN SACHS ETF TR159.7K$8.2M1.0%
NVDANVIDIA CORPORATION38.6K$7.7M0.9%
VTEBVANGUARD MUN BD FDS152.1K$7.7M0.9%
JEPIJ P MORGAN EXCHANGE TRADED F129.9K$7.3M0.9%
VTIVANGUARD INDEX FDS19.2K$7.1M0.8%
VNQVANGUARD INDEX FDS69.8K$6.7M0.8%
SCHVSCHWAB STRATEGIC TR192.1K$6.7M0.8%
JMSTJ P MORGAN EXCHANGE TRADED F130.1K$6.6M0.8%
METAMETA PLATFORMS INC11.5K$6.5M0.8%
SGOVISHARES TR63.1K$6.3M0.7%
VFVAVANGUARD WELLINGTON FD42.7K$6.3M0.7%
MINTPIMCO ETF TR57.7K$5.8M0.7%
COSTCOSTCO WHOLESALE CORPORATION6.1K$5.7M0.7%
XLPSELECT SECTOR SPDR TR66.7K$5.5M0.7%
JPSEJ P MORGAN EXCHANGE TRADED F91.2K$5.5M0.6%
LGROALPS ETF TR95.5K$5.0M0.6%
GSLCGOLDMAN SACHS ETF TR34.8K$4.9M0.6%
COLBCOLUMBIA BKG SYS INC153.3K$4.9M0.6%
AVGOBROADCOM INC12.4K$4.7M0.5%
HDVISHARES TR162.1K$4.4M0.5%
IEFISHARES TR46.8K$4.4M0.5%
XLRESELECT SECTOR SPDR TR98.9K$4.4M0.5%
VVISA INC12.1K$4.1M0.5%
JPMJPMORGAN CHASE & CO12.2K$4.0M0.5%
JMUBJ P MORGAN EXCHANGE TRADED F76.1K$3.9M0.5%
CRWDCROWDSTRIKE HLDGS INC4.9K$3.7M0.4%
MUBISHARES TR32.8K$3.5M0.4%
VOVANGUARD INDEX FDS42.6K$3.4M0.4%
MLPAGLOBAL X FDS64.2K$3.4M0.4%
AGGISHARES TR33.1K$3.3M0.4%
ABBVABBVIE INC12.8K$3.2M0.4%
PANWPALO ALTO NETWORKS INC9.1K$3.1M0.4%
VBKVANGUARD INDEX FDS8.2K$3.0M0.4%
JCPBJ P MORGAN EXCHANGE TRADED F62.3K$2.9M0.3%
MUMICRON TECHNOLOGY INC2.5K$2.9M0.3%
FNFFIDELITY NATL FINL INC59.6K$2.8M0.3%
VBRVANGUARD INDEX FDS11.5K$2.8M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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