13F Filings History of CAFG Wealth Management

Latest 13F report
Q4 2025 - 04 Feb 2026
Location
North Barrington, IL
Summary
This page shows a list of all the recent 13F filings made by CAFG Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Advisor OS, LLC is reporting for CAFG Wealth Management.

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Advisor OS, LLC is reporting for CAFG Wealth Management:

Name Holdings Value Location File Number
Advisor OS, LLC $1,240,675,640 Chicago, IL 028-20349