13F Filings History of CapWealth Advisors, LLC
- Latest 13F filing
- Q2 2026 - 28 Jul 2026
- Latest reported 13F value
- $1,457,463,576
- Largest 13F holdings
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GLW FNMAH WMB LUMN FNMAT GEV GE CVS MRK IBM JNJ TSM
+8 more
CVX NEE MSFT BAC MGNR GILD RTX DUK - Form 13F summary
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- CapWealth Advisors, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- CapWealth Advisors, LLC reported 118 equity holdings with a total reported market value of $1,457,463,576 for Q2 2026. Top reported holdings included GLW, FNMAH, WMB, LUMN, and FNMAT.
- Manager signature
- Ryan Hitt - CCO
- Manager location
- Franklin, TN
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$1,457,463,576
Quarter delta
+$110,263,742
Accepted
28 Jul 2026, 11:25
Rows shown
1-25 of 52
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 118 | $1,457,463,576 | +$103,740,745 | -$69,444,175 | +$34,296,570 | GLW, FNMAH, WMB, LUMN, FNMAT | 13F-HR | 28 Jul 2026, 11:25 |
| Q1 2026 | 118 | $1,347,199,834 | +$74,610,020 | -$158,174,532 | -$83,564,512 | FNMAH, GLW, FNMAT, WMB, LUMN | 13F-HR | 05 May 2026, 11:02 |
| Q4 2025 | 120 | $1,461,123,160 | +$61,950,153 | -$28,324,968 | +$33,625,185 | FNMAH, FNMAT, LUMN, PLTR, WMB | Restatement | 06 Feb 2026, 10:28 |
| Q3 2025 | 121 | $1,452,404,330 | +$406,416,016 | -$60,700,340 | +$345,715,676 | FNMAH, FNMAT, PLTR, WMB, MSFT | Restatement | 06 Feb 2026, 10:14 |
| Q2 2025 | 101 | $1,013,128,163 | +$88,393,360 | -$71,387,951 | +$17,005,409 | PLTR, WMB, MSFT, BRKB, IBM | 13F-HR | 29 Jul 2025, 11:48 |
| Q1 2025 | 99 | $921,617,669 | +$35,527,035 | -$47,203,753 | -$11,676,718 | BRKB, WMB, PLTR, MSFT, RTX | 13F-HR | 30 Apr 2025, 08:48 |
| Q4 2024 | 100 | $907,771,221 | +$41,621,704 | -$29,634,513 | +$11,987,191 | WMB, BRKB, PLTR, MSFT, DOW | 13F-HR | 30 Jan 2025, 13:44 |
| Q3 2024 | 108 | $915,256,960 | +$48,740,688 | -$12,027,401 | +$36,713,287 | BRKB, MSFT, WMB, RTX, IBM | 13F-HR | 31 Oct 2024, 08:45 |
| Q2 2024 | 98 | $790,970,081 | +$26,177,558 | -$113,085,018 | -$86,907,460 | BRKB, MSFT, WMB, BAC, RTX | 13F-HR | 05 Aug 2024, 09:53 |
| Q1 2024 | 96 | $890,897,548 | +$24,729,893 | -$19,737,944 | +$4,991,949 | BRKB, MSFT, WMB, GE, DHI | 13F-HR | 03 May 2024, 09:17 |
| Q4 2023 | 98 | $819,901,066 | +$22,494,672 | -$54,412,189 | -$31,917,517 | BRKB, MSFT, AAPL, WMB, DHI | 13F-HR | 31 Jan 2024, 10:48 |
| Q3 2023 | 104 | $779,255,530 | +$15,553,437 | -$8,999,308 | +$6,554,129 | BRKB, MSFT, AAPL, WMB, CVX | 13F-HR | 01 Nov 2023, 09:30 |
| Q2 2023 | 101 | $819,837,682 | +$12,310,312 | -$27,518,051 | -$15,207,739 | BRKB, AAPL, MSFT, WMB, CVX | 13F-HR | 07 Aug 2023, 09:13 |
| Q1 2023 | 103 | $801,672,784 | +$18,943,681 | -$89,327,979 | -$70,384,298 | BRKB, AAPL, MSFT, WMB, CVX | 13F-HR | 02 May 2023, 15:09 |
| Q4 2022 | 110 | $850,863,564 | +$40,472,367 | -$29,943,200 | +$10,529,167 | BRKB, CVX, WMB, AAPL, MSFT | 13F-HR | 01 Feb 2023, 09:29 |
| Q3 2022 | 104 | $757,790,000 | +$26,274,506 | -$39,551,137 | -$13,276,631 | AAPL, MSFT, CVS, WMB, JNJ | 13F-HR | 02 Nov 2022, 11:05 |
| Q2 2022 | 109 | $829,128,000 | +$50,428,590 | -$67,433,151 | -$17,004,561 | AAPL, MSFT, WMB, JNJ, CVS | 13F-HR | 05 Aug 2022, 14:04 |
| Q1 2022 | 123 | $976,853,000 | +$72,500,494 | -$59,236,683 | +$13,263,811 | AAPL, MSFT, BAC, BRKB, WMB | Restatement | 04 May 2022, 09:52 |
| Q4 2021 | 120 | $982,810,000 | +$28,962,354 | -$16,395,804 | +$12,566,550 | BAC, AAPL, MSFT, CSCO, CVS | 13F-HR | 10 Feb 2022, 10:17 |
| Q3 2021 | 109 | $912,884,000 | +$60,614,549 | -$209,023,806 | -$148,409,257 | MSFT, BAC, AAPL, STWD, CSCO | 13F-HR | 09 Nov 2021, 13:30 |
| Q2 2021 | 106 | $921,296,000 | +$84,597,700 | -$42,195,177 | +$42,402,523 | MSFT, BAC, AAPL, STWD, GLW | 13F-HR | 10 Aug 2021, 13:35 |
| Q1 2021 | 101 | $878,792,000 | +$77,827,379 | -$61,996,620 | +$15,830,759 | BAC, MSFT, AAPL, GLW, STWD | 13F-HR | 03 May 2021, 11:21 |
| Q4 2020 | 97 | $839,045,000 | +$59,452,094 | -$41,704,632 | +$17,747,462 | AAPL, MSFT, FNMAS, BAC, FNMAT | Restatement | 17 Feb 2021, 14:04 |
| Q3 2020 | 93 | $748,699,000 | +$72,715,492 | -$44,423,081 | +$28,292,411 | MSFT, AAPL, FNMAS, T, FNMAT | 13F-HR | 12 Nov 2020, 08:28 |
| Q2 2020 | 96 | $707,589,000 | +$64,475,520 | -$32,025,185 | +$32,450,335 | MSFT, AAPL, FNMAS, LUMN, BAC | 13F-HR | 12 Aug 2020, 08:34 |