Capital Advisors Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationyakima, WA
- CIK0001824700
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
173 | $561.67M | IWF, IVV, VIG, VCIT | 13F-HR | Jan 14, 2025 | 000108514625000205 | ||
167 | $542.78M | IVV, IWF, VIG, VCIT | 13F-HR | Oct 15, 2024 | 000108514624004906 | ||
160 | $505.85M | IVV, IWF, VIG, VCIT | 13F-HR | Jul 16, 2024 | 000108514624003032 | ||
158 | $482.07M | IVV, FNDF, VCIT, VANGUARD WORLD FDS | 13F-HR | Apr 12, 2024 | 000108514624001788 | ||
148 | $438.84M | VANGUARD WORLD FDS, FNDF, IVV, VCIT | 13F-HR | Jan 9, 2024 | 000108514624000076 | ||
134 | $382.95M | VANGUARD WORLD FDS, FNDF, IVV, VCIT | 13F-HR | Oct 11, 2023 | 000108514623003648 | ||
140 | $390.87M | VIG, VANGUARD WORLD FDS, VCIT, IVV | 13F-HR | Jul 12, 2023 | 000108514623002655 | ||
144 | $361.37M | VIG, VCIT, IVV, VANGUARD WORLD FDS | 13F-HR | Apr 14, 2023 | 000108514623001697 | ||
133 | $329.94M | VIG, JEPI, VNLA, IVV | 13F-HR | Feb 10, 2023 | 000108514623000967 | ||
117 | $301.41M | JEPI, VIG, VNLA, JPIE | 13F-HR | Nov 14, 2022 | 000108514622004058 | ||
115 | $307.93M | VNLA, VIG, SRLN, JEPI | 13F-HR | Aug 4, 2022 | 000108514622002774 | ||
122 | $326.72M | SRLN, VIG, IVV, JPIE | 13F-HR | May 9, 2022 | 000108514622001807 | ||
118 | $329.17M | SRLN, VIG, IVV, IGIB | 13F-HR | Feb 4, 2022 | 000108514622000521 | ||
100 | $282.10M | BOND, VIG, IGIB, SRLN | 13F-HR | Nov 12, 2021 | 000108514621003112 | ||
94 | $269.93M | BOND, VIG, IGIB, VEA | 13F-HR | Aug 13, 2021 | 000108514621002450 | ||
90 | $231.68M | VIG, BOND, IGIB, IVV | 13F-HR | Apr 20, 2021 | 000108514621001246 |