Capital Advisors Wealth Management, LLC
Q4 2025 13F Holdings
- Locationyakima, WA
- Num holdings
219
- Value ($000)
$734,119
- Date Filed01/20/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $48.51M | 7 % | 1,072,904 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $45.4M | 6 % | 206,552 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $42.48M | 6 % | 62,025 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $39.67M | 5 % | 83,815 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $32.61M | 4 % | 389,335 | ||
J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $30.03M | 4 % | 648,730 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $28.73M | 4 % | 46,767 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $28.49M | 4 % | 37,801 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $22.54M | 3 % | 445,624 | ||
APPLE INC | COM | 037833100 | $16.3M | 2 % | 59,951 |
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