Notify me when Capital Advisors Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 219 | $734,119,345 | +$53,092,358 | -$27,647,018 | +$25,445,340 | FNDF, VIG, IVV, IWF, VCIT | 13F-HR | 20 Jan 2026, 21:53 |
| Q3 2025 | 215 | $700,653,104 | +$64,043,330 | -$37,633,206 | +$26,410,124 | FNDF, VIG, IVV, IWF, VCIT | 13F-HR | 15 Oct 2025, 19:50 |
| Q2 2025 | 191 | $636,356,914 | +$76,490,220 | -$48,243,020 | +$28,247,200 | VIG, IVV, FNDF, IWF, VCIT | 13F-HR | 13 Aug 2025, 17:19 |
| Q1 2025 | 181 | $566,025,213 | +$56,391,480 | -$36,524,187 | +$19,867,293 | VIG, IVV, VCIT, IWF, FNDF | 13F-HR | 24 Apr 2025, 18:47 |
| Q4 2024 | 173 | $561,668,933 | +$42,195,862 | -$19,833,436 | +$22,362,426 | IWF, IVV, VIG, VCIT, VGT | 13F-HR | 14 Jan 2025, 20:27 |
| Q3 2024 | 167 | $542,784,897 | +$29,307,059 | -$14,205,722 | +$15,101,337 | IVV, IWF, VIG, VCIT, FNDF | 13F-HR | 15 Oct 2024, 17:27 |
| Q2 2024 | 160 | $505,844,264 | +$48,148,553 | -$24,714,088 | +$23,434,465 | IVV, IWF, VIG, VCIT, FNDF | 13F-HR | 16 Jul 2024, 14:07 |
| Q1 2024 | 158 | $482,067,843 | +$57,739,513 | -$40,952,242 | +$16,787,271 | IVV, FNDF, VCIT, VGT, VIG | 13F-HR | 12 Apr 2024, 14:35 |
| Q4 2023 | 145 | $438,836,360 | +$38,392,804 | -$17,588,974 | +$20,803,830 | VGT, FNDF, IVV, VCIT, JPSE | 13F-HR | 08 Jan 2024, 21:43 |
| Q3 2023 | 133 | $382,947,680 | +$35,483,473 | -$32,388,479 | +$3,094,994 | VGT, FNDF, IVV, VCIT, VIG | 13F-HR | 10 Oct 2023, 21:04 |
| Q2 2023 | 137 | $390,860,774 | +$38,746,101 | -$24,456,404 | +$14,289,697 | VIG, VGT, VCIT, IVV, FNDF | 13F-HR | 11 Jul 2023, 21:11 |
| Q1 2023 | 139 | $361,364,381 | +$71,043,112 | -$50,901,625 | +$20,141,487 | VIG, VCIT, IVV, VGT, JPIE | 13F-HR | 14 Apr 2023, 14:59 |
| Q4 2022 | 130 | $329,936,177 | +$27,413,813 | -$15,767,807 | +$11,646,006 | VIG, JEPI, VNLA, IVV, JPIE | 13F-HR | 09 Feb 2023, 20:53 |
| Q3 2022 | 117 | $301,408,000 | +$57,996,484 | -$47,894,365 | +$10,102,119 | JEPI, VIG, VNLA, JPIE, IVV | 13F-HR | 14 Nov 2022, 14:49 |
| Q2 2022 | 115 | $307,934,000 | +$65,973,472 | -$44,089,039 | +$21,884,433 | VNLA, VIG, SRLN, JEPI, JPIE | 13F-HR | 04 Aug 2022, 17:31 |
| Q1 2022 | 122 | $326,720,000 | +$81,944,764 | -$74,447,460 | +$7,497,304 | SRLN, VIG, IVV, JPIE, VNLA | 13F-HR | 06 May 2022, 19:47 |
| Q4 2021 | 118 | $329,168,000 | +$44,911,333 | -$13,255,495 | +$31,655,838 | SRLN, VIG, IVV, IGIB, VEA | 13F-HR | 03 Feb 2022, 21:48 |
| Q3 2021 | 100 | $282,102,000 | +$36,688,804 | -$20,186,507 | +$16,502,297 | BOND, VIG, IGIB, SRLN, IVV | 13F-HR | 12 Nov 2021, 09:54 |
| Q2 2021 | 94 | $269,925,000 | +$36,449,471 | -$10,425,079 | +$26,024,392 | BOND, VIG, IGIB, VEA, IVV | 13F-HR | 13 Aug 2021, 14:20 |
| Q1 2021 | 90 | $231,681,000 | $0 | $0 | $0 | VIG, BOND, IGIB, IVV, VEA | 13F-HR | 20 Apr 2021, 15:21 |