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CAPITAL FINANCIAL GROUP INC\CO\ /ADV

Q4 2025 13F Holdings

  • Location
    greenwood village, CO
  • Num holdings

    105

  • Value ($000)

    $179,284

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001061555
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$18.51M
10 %

230,740

G
GSIE

GOLDMAN SACHS ETF TR

ACTIVEBETA INT
381430107
$12.6M
7 %

293,492

U
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$12.27M
7 %

130,306

S
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
78463X509
$5.93M
3 %

126,650

G
GSSC

GOLDMAN SACHS ETF TR

ACTIVEBETA US
381430602
$5.11M
3 %

67,608

A
AAPL

APPLE INC

COM
037833100
$5.1M
3 %

18,748

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$5.06M
3 %

76,710

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$4.93M
3 %

15,303

F
FIXD

FIRST TR EXCHNG TRADED FD VI

SMITH OPPORT FXD
33740F805
$4.86M
3 %

109,584

G
GIGB

GOLDMAN SACHS ETF TR

ACCESS INVT GR
381430479
$3.89M
2 %

84,185

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