Capital Analysts, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationfort washington, PA
- CIK0001624758
- Alternate namesCapital Analysts, Inc.
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,383 | $3.00 M | KRE, IVV, FBND, IEFA | 13F-HR | Aug 13, 2025 | 000162475825000006 | ||
1,360 | $2.68 M | KRE, IVV, IEFA, FBND | 13F-HR | May 14, 2025 | 000162475825000004 | ||
1,296 | $2.49 M | KRE, IVV, IEFA, FBND | 13F-HR | Feb 14, 2025 | 000162475825000002 | ||
1,309 | $2.45 M | KRE, IVV, IEFA, FBND | 13F-HR | Nov 13, 2024 | 000162475824000014 | ||
1,197 | $2.26 M | KRE, IVV, IEFA, FBND | 13F-HR | Aug 14, 2024 | 000162475824000008 | ||
1,108 | $2.14 M | KRE, IVV, IEFA, FBND | 13F-HR | May 14, 2024 | 000162475824000006 | ||
1,088 | $1.99 M | KRE, IEFA, IVV, FBND | 13F-HR | Jan 30, 2024 | 000162475824000003 | ||
1,163 | $1.80 M | KRE, IEFA, IVV, FBND | 13F-HR | Nov 13, 2023 | 000162475823000009 | ||
996 | $1.80 M | KRE, IEFA, IVV, FBND | 13F-HR | Aug 11, 2023 | 000162475823000006 | ||
966 | $1.75 M | KRE, IVV, IEFA, FBND | 13F-HR | May 5, 2023 | 000162475823000004 | ||
1,053 | $1.64 M | IVV, KRE, FBND, STIP | 13F-HR | Feb 8, 2023 | 000162475823000002 | ||
1,090 | $1.45 B | IVV, KRE, FBND, KRE | 13F-HR | Nov 14, 2022 | 000162475822000012 | ||
1,008 | $1.44 B | IVV, KRE, IEFA, FBND | 13F-HR | Aug 12, 2022 | 000162475822000009 | ||
926 | $1.58 B | IVV, KRE, IEFA, KRE | 13F-HR | May 12, 2022 | 000162475822000007 | ||
1,001 | $1.65 B | IVV, KRE, IEFA, AGG | 13F-HR | Feb 10, 2022 | 000162475822000002 | ||
981 | $1.52 B | IVV, KRE, IEFA, AGG | 13F-HR | Nov 4, 2021 | 000162475821000008 | ||
937 | $1.49 B | IVV, KRE, IEFA, AGG | RESTATEMENT | Nov 15, 2021 | 000162475821000010 | ||
1,063 | $1.45 B | IVV, KRE, IEFA, AGG | 13F-HR | May 17, 2021 | 000162475821000004 | ||
740 | $1.14 B | IVV, KRE, AGG, IEFA | 13F-HR | Feb 16, 2021 | 000162475821000002 | ||
757 | $1.05 B | IVV, KRE, AGG, ITOT | 13F-HR | Nov 12, 2020 | 000162475820000008 | ||
701 | $951.76 M | IVV, KRE, AGG, ITOT | 13F-HR | Aug 7, 2020 | 000162475820000006 | ||
679 | $814.82 M | IVV, AGG, ITOT, IEFA | 13F-HR | May 8, 2020 | 000162475820000004 | ||
720 | $1.01 B | IVV, IEFA, ITOT, AGG | 13F-HR | Feb 12, 2020 | 000162475820000002 | ||
694 | $946.25 M | IVV, IEFA, AGG, ITOT | 13F-HR | Nov 12, 2019 | 000162475819000008 | ||
686 | $918.09 M | IVV, IEFA, AGG, RSP | 13F-HR | Aug 13, 2019 | 000162475819000006 | ||
656 | $865.17 M | IVV, IEFA, AGG, ITOT | 13F-HR | May 13, 2019 | 000162475819000004 | ||
598 | $761.20 M | IVV, IEFA, AGG, ITOT | 13F-HR | Feb 13, 2019 | 000162475819000002 | ||
565 | $877.14 M | IVV, IEFA, AGG, ITOT | RESTATEMENT | Nov 7, 2018 | 000162475818000009 | ||
566 | $840.16 M | IVV, IEFA, AGG, ITOT | RESTATEMENT | Nov 8, 2018 | 000162475818000010 | ||
559 | $809.15 M | IVV, IEFA, AGG, ITOT | 13F-HR | May 14, 2018 | 000162475818000005 | ||
439 | $798.05 M | IVV, IEFA, AGG, ITOT | RESTATEMENT | Feb 14, 2018 | 000162475818000003 | ||
449 | $745.89 M | IVV, IEFA, AGG, ITOT | 13F-HR | Nov 6, 2017 | 000162475817000009 | ||
374 | $700.91 M | IVV, IEFA, AGG, ITOT | 13F-HR | Aug 8, 2017 | 000162475817000007 | ||
335 | $634.13 M | IVV, IEFA, AGG, ITOT | 13F-HR | May 5, 2017 | 000162475817000005 | ||
344 | $571.13 M | IVE, IGIB, EFA, VCSH | 13F-HR | Feb 10, 2017 | 000162475817000003 | ||
381 | $532.97 M | IGIB, IVE, EFA, IGSB | 13F-HR | Nov 14, 2016 | 000162475816000012 | ||
327 | $496.88 M | IGIB, IVE, EFA, IGSB | RESTATEMENT | Jul 14, 2016 | 000162475816000010 | ||
383 | $498.03 M | IGIB, EFA, IWV, IVW | 13F-HR | May 13, 2016 | 000162475816000008 | ||
379 | $492.13 M | EFA, IWV, IGIB, IVW | 13F-HR | Feb 16, 2016 | 000162475816000006 | ||
355 | $523.18 M | IGIB, IWV, EFA, IGSB | 13F-HR | Nov 13, 2015 | 000162475815000005 | ||
372 | $489.03 M | IWV, EFA, IGIB, IGSB | 13F-HR | Aug 14, 2015 | 000162475815000004 | ||
382 | $480.11 M | IWV, EFA, IVW, IVE | 13F-HR | Apr 30, 2015 | 000162475815000002 | ||
392 | $455.12 M | IWV, EFA, IVE, IVW | 13F-HR | Feb 13, 2015 | 000162475815000001 | ||
387 | $426.10 M | IWV, EFA, BOND, IVW | 13F-HR | Nov 12, 2014 | 000162475814000001 | ||
381 | $410.36 M | IWV, EFA, BOND, IVW | 13F-HR | Nov 12, 2014 | 000162475814000002 | ||
354 | $382.23 M | IWV, EFA, BOND, IVE | 13F-HR | Nov 12, 2014 | 000162475814000003 | ||
325 | $367.59 M | IWV, EFA, IVW, IVE | 13F-HR | Nov 12, 2014 | 000162475814000004 | ||
305 | $333.96 M | IWV, EFA, BOND, IVW | 13F-HR | Nov 12, 2014 | 000162475814000005 | ||
292 | $316.67 B | IWV, EFA, BOND, IGSB | 13F-HR | Nov 12, 2014 | 000162475814000006 | ||
291 | $298.06 B | IWV, EFA, AGG, VWO | 13F-HR | Nov 12, 2014 | 000162475814000007 | ||
289 | $248.23 B | IWV, TIP, EFA, AGG | 13F-HR | Nov 12, 2014 | 000162475814000008 |