§ 13F · FUND PROFILE
Capital Advisors, Ltd. LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $811K (13F)Positions · 1531Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 118K | $77K | 8.8% | ±0% |
| 2 | IWF | ISHARES TR | 142K | $60K | 6.9% | +230% |
| 3 | QUAL | ISHARES TR | 169K | $32K | 3.7% | ±0% |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 142K | $31K | 3.5% | −2% |
| 5 | VTI | VANGUARD INDEX FDS | 94K | $30K | 3.4% | +4% |
| 6 | IWD | ISHARES TR | 126K | $27K | 3.1% | ±0% |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 121K | $23K | 2.6% | +2% |
| 8 | DGRO | ISHARES TR | 309K | $22K | 2.5% | +1% |
| 9 | USMV | ISHARES TR | 234K | $22K | 2.5% | −3% |
| 10 | IJK | ISHARES TR | 213K | $21K | 2.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAPITAL SIGNAL
AC read
Capital Advisors, Ltd. LLC is a Other fund managing $811 thousand in assets. The fund runs a massive portfolio of 1,531 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed