Capital Analysts, LLC - Portfolio overview

Capital Analysts, LLC has 1435 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. PVAL - PUTNAM ETF TRUST, 29.49%
2. FBCG - FIDELITY COVINGTON TRUST, 11.51%
3. VTI - VANGUARD INDEX FDS, 8.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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