Capital Advisors Wealth Management, LLC
Q3 2025 13F Holdings
- Locationyakima, WA
- Num holdings
215
- Value ($000)
$700,653
- Date Filed10/16/2025
- Form type13F-HR
- CIK0001824700
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $43.10 M | 6 % | 1,003,372 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $43.05 M | 6 % | 199,485 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $40.78 M | 6 % | 60,932 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $39.28 M | 6 % | 83,851 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $32.37 M | 5 % | 384,891 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $28.27 M | 4 % | 37,860 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $27.56 M | 4 % | 45,909 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $24.88 M | 4 % | 536,064 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $21.32 M | 3 % | 420,195 | ||
BLV VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | $17.77 M | 3 % | 250,780 |
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