Capital Advisors Wealth Management, LLC — 13F holdings

Capital Advisors Wealth Management, LLC reported 233 holdings worth $888M in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

  1. FNDF SCHWAB STRATEGIC TR — $59.8M (6.7%)
  2. IVV ISHARES TR — $53.5M (6.0%)
  3. VIG VANGUARD SPECIALIZED FUNDS — $45.9M (5.2%)
  4. JPIE J P MORGAN EXCHANGE TRADED F — $42.6M (4.8%)
  5. IWF ISHARES TR — $36.9M (4.2%)
  6. QQQ Invesco Qqq Tr — $36.5M (4.1%)
  7. JPST J P MORGAN EXCHANGE TRADED F — $32.3M (3.6%)
  8. VGT VANGUARD WORLD FD — $31.2M (3.5%)
  9. SPY SPDR S&P 500 ETF TR — $20.7M (2.3%)
  10. IEMG ISHARES INC — $19.9M (2.2%)