13F Filings History of Capital Analysts, LLC
- Latest 13F filing
- Q2 2026 - 05 Aug 2026
- Latest reported 13F value
- $4,339,920,000
- Largest 13F holdings
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SPYM IVV FBND IEFA SPIB RWL IEMG JCPB FMDE TDTF DIVI BSV
+8 more
PVAL SPHY AAPL MSFT ITOT FESM IVW DYNF - Form 13F summary
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- Capital Analysts, 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.
- Capital Analysts, LLC reported 1538 equity holdings with a total reported market value of $4,339,920,000 for Q2 2026. Top reported holdings included SPYM, IVV, FBND, IEFA, and SPIB.
- Manager signature
- Valerie Widhson - Director, RIA Compliance
- Manager location
- Fort Washington, PA
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
$4,339,920,000
Quarter delta
+$534,441,000
Accepted
05 Aug 2026, 16:04
Rows shown
1-25 of 56
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,538 | $4,339,920,000 | +$366,758,045 | -$113,289,928 | +$253,468,117 | SPYM, IVV, FBND, IEFA, SPIB | 13F-HR | 05 Aug 2026, 16:04 |
| Q1 2026 | 1,542 | $3,805,479,000 | +$442,989,066 | -$163,554,448 | +$279,434,618 | SPYM, FBND, IVV, IEFA, SPIB | 13F-HR | 14 May 2026, 11:26 |
| Q4 2025 | 225 | $110,738,000 | $0 | $0 | $0 | PVAL, FBCG, VTI, VOT, EPD | New Holdings | 15 May 2026, 16:55 |
| Q4 2025 | 1,471 | $3,573,190,000 | +$232,716,908 | -$131,207,991 | +$101,508,917 | SPYM, IVV, FBND, IEFA, IEMG | Restatement | 15 May 2026, 16:50 |
| Q3 2025 | 1,432 | $3,426,948,000 | +$367,178,826 | -$105,792,627 | +$261,386,199 | SPLG, IVV, FBND, IEFA, IEMG | 13F-HR | 14 Nov 2025, 08:58 |
| Q2 2025 | 1,384 | $3,000,838,000 | +$270,731,704 | -$121,646,064 | +$149,085,640 | SPLG, IVV, FBND, IEFA, MSFT | 13F-HR | 13 Aug 2025, 10:23 |
| Q1 2025 | 1,362 | $2,680,903,000 | +$441,189,297 | -$218,236,260 | +$222,953,037 | SPLG, IVV, IEFA, FBND, TDTF | 13F-HR | 14 May 2025, 10:09 |
| Q4 2024 | 1,292 | $2,490,641,000 | +$146,966,311 | -$76,406,254 | +$70,560,057 | SPLG, IVV, IEFA, FBND, IJH | 13F-HR | 14 Feb 2025, 12:44 |
| Q3 2024 | 1,316 | $2,453,672,000 | +$201,669,653 | -$122,847,153 | +$78,822,500 | SPLG, IVV, IEFA, FBND, IJH | 13F-HR | 13 Nov 2024, 17:14 |
| Q2 2024 | 1,209 | $2,261,937,000 | +$159,816,105 | -$50,942,689 | +$108,873,416 | SPLG, IVV, IEFA, FBND, IJH | 13F-HR | 14 Aug 2024, 09:49 |
| Q1 2024 | 1,121 | $2,142,281,000 | +$223,334,906 | -$126,532,464 | +$96,802,442 | SPLG, IVV, IEFA, FBND, IJH | 13F-HR | 14 May 2024, 11:47 |
| Q4 2023 | 1,104 | $1,986,188,000 | +$122,333,076 | -$95,209,012 | +$27,124,064 | SPLG, IEFA, IVV, FBND, IJH | 13F-HR | 30 Jan 2024, 14:44 |
| Q3 2023 | 1,171 | $1,797,269,000 | +$230,552,509 | -$159,281,178 | +$71,271,331 | SPLG, IEFA, IVV, FBND, IJH | 13F-HR | 13 Nov 2023, 10:25 |
| Q2 2023 | 1,004 | $1,799,625,000 | +$109,756,188 | -$117,786,101 | -$8,029,913 | SPLG, IEFA, IVV, FBND, STIP | 13F-HR | 11 Aug 2023, 11:42 |
| Q1 2023 | 970 | $1,748,230,000 | +$202,584,342 | -$143,982,106 | +$58,602,236 | SPLG, IVV, IEFA, FBND, STIP | 13F-HR | 05 May 2023, 10:56 |
| Q4 2022 | 1,062 | $1,638,443,000 | +$262,106,179 | -$191,314,185 | +$70,791,994 | IVV, SPLG, FBND, STIP, GUNR | 13F-HR | 08 Feb 2023, 14:44 |
| Q3 2022 | 1,103 | $1,451,116,005 | +$160,306,186 | -$64,993,992 | +$95,312,194 | IVV, SPLG, FBND, TIPX, IEFA | 13F-HR | 14 Nov 2022, 12:18 |
| Q2 2022 | 1,017 | $1,438,279,005 | +$144,111,150 | -$78,150,158 | +$65,960,992 | IVV, SPLG, IEFA, FBND, TIPX | 13F-HR | 12 Aug 2022, 11:59 |
| Q1 2022 | 935 | $1,579,309,000 | +$207,377,426 | -$201,993,410 | +$5,384,016 | IVV, SPLG, IEFA, TIPX, FBND | 13F-HR | 12 May 2022, 14:10 |
| Q4 2021 | 1,005 | $1,648,207,000 | +$64,847,355 | -$31,705,520 | +$33,141,835 | IVV, SPLG, IEFA, AGG, IJH | 13F-HR | 10 Feb 2022, 09:15 |
| Q3 2021 | 990 | $1,524,009,000 | +$81,820,350 | -$24,784,769 | +$57,035,581 | IVV, SPLG, IEFA, AGG, IJH | 13F-HR | 04 Nov 2021, 16:49 |
| Q2 2021 | 942 | $1,489,049,000 | +$87,067,399 | -$114,227,818 | -$27,160,419 | IVV, SPLG, IEFA, AGG, IJH | Restatement | 15 Nov 2021, 13:58 |
| Q1 2021 | 1,072 | $1,447,067,000 | +$381,499,201 | -$119,609,938 | +$261,889,263 | IVV, SPLG, IEFA, AGG, IJH | 13F-HR | 17 May 2021, 16:30 |
| Q4 2020 | 740 | $1,139,055,000 | +$91,096,592 | -$91,818,396 | -$721,804 | IVV, SPLG, AGG, IEFA, ITOT | 13F-HR | 12 Feb 2021, 19:37 |
| Q3 2020 | 757 | $1,052,433,000 | +$76,898,861 | -$23,864,552 | +$53,034,309 | IVV, SPLG, AGG, ITOT, GLDM | 13F-HR | 12 Nov 2020, 16:07 |