Capital Advisors Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 15, 2025
Value $
$562M
Signature - Title
Anthony Farina - Chief Compliance Officer
Location
Yakima, WA
Summary
This page shows a list of all the recent 13F filings made by Capital Advisors Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Capital Advisors Wealth Management, LLC reported 173 stock holdings with total value $562M as of Q4 2024. Top holdings included IWF, IVV, VIG, VCIT, and VGT.
Holdings Value