Capital Advisors Wealth Management, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationyakima, WA
- CIK0001824700
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
215 | $700.65 M | FNDF, VIG, IVV, IWF | 13F-HR | Oct 16, 2025 | 000182470025000004 | ||
191 | $636.36 M | VIG, IVV, FNDF, IWF | 13F-HR | Aug 13, 2025 | 000108514625005039 | ||
181 | $566.03 M | VIG, IVV, VCIT, IWF | 13F-HR | Apr 25, 2025 | 000108514625002324 | ||
173 | $561.67 M | IWF, IVV, VIG, VCIT | 13F-HR | Jan 14, 2025 | 000108514625000205 | ||
167 | $542.78 M | IVV, IWF, VIG, VCIT | 13F-HR | Oct 15, 2024 | 000108514624004906 | ||
160 | $505.85 M | IVV, IWF, VIG, VCIT | 13F-HR | Jul 16, 2024 | 000108514624003032 | ||
158 | $482.07 M | IVV, FNDF, VCIT, VANGUARD WORLD FDS | 13F-HR | Apr 12, 2024 | 000108514624001788 | ||
148 | $438.84 M | VANGUARD WORLD FDS, FNDF, IVV, VCIT | 13F-HR | Jan 9, 2024 | 000108514624000076 | ||
134 | $382.95 M | VANGUARD WORLD FDS, FNDF, IVV, VCIT | 13F-HR | Oct 11, 2023 | 000108514623003648 | ||
140 | $390.87 M | VIG, VANGUARD WORLD FDS, VCIT, IVV | 13F-HR | Jul 12, 2023 | 000108514623002655 | ||
144 | $361.37 M | VIG, VCIT, IVV, VANGUARD WORLD FDS | 13F-HR | Apr 14, 2023 | 000108514623001697 | ||
133 | $329.94 M | VIG, JEPI, VNLA, IVV | 13F-HR | Feb 10, 2023 | 000108514623000967 | ||
117 | $301.41 M | JEPI, VIG, VNLA, JPIE | 13F-HR | Nov 14, 2022 | 000108514622004058 | ||
115 | $307.93 M | VNLA, VIG, SRLN, JEPI | 13F-HR | Aug 4, 2022 | 000108514622002774 | ||
122 | $326.72 M | SRLN, VIG, IVV, JPIE | 13F-HR | May 9, 2022 | 000108514622001807 | ||
118 | $329.17 M | SRLN, VIG, IVV, IGIB | 13F-HR | Feb 4, 2022 | 000108514622000521 | ||
100 | $282.10 M | BOND, VIG, IGIB, SRLN | 13F-HR | Nov 12, 2021 | 000108514621003112 | ||
94 | $269.93 M | BOND, VIG, IGIB, VEA | 13F-HR | Aug 13, 2021 | 000108514621002450 | ||
90 | $231.68 M | VIG, BOND, IGIB, IVV | 13F-HR | Apr 20, 2021 | 000108514621001246 |