Capital Advisors Wealth Management, LLC - Portfolio overview
Capital Advisors Wealth Management, LLC has 235 reported holdings in this dataset, with the latest filing dated 2026-04-08.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- FNDF - SCHWAB STRATEGIC TR, 6.86%
- VIG - VANGUARD SPECIALIZED FUNDS, 5.75%
- IVV - ISHARES TR, 5.51%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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