§ 13F · FUND PROFILE
Capital Advisors Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $636.4T (13F)Positions · 191Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$734.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | 1.07M | $48.5T | 6.6% | NEW |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 207K | $45.4T | 6.2% | NEW |
| 3 | IVV | ISHARES TR | 62K | $42.5T | 5.8% | NEW |
| 4 | IWF | ISHARES TR | 84K | $39.7T | 5.4% | NEW |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | 389K | $32.6T | 4.4% | NEW |
| 6 | JPIE | J P MORGAN EXCHANGE TRADED F | 649K | $30.0T | 4.1% | NEW |
| 7 | QQQ | INVESCO QQQ TR | 47K | $28.7T | 3.9% | NEW |
| 8 | VGT | VANGUARD WORLD FD | 38K | $28.5T | 3.9% | NEW |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | 446K | $22.5T | 3.1% | NEW |
| 10 | AAPL | APPLE INC | 60K | $16.3T | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAPITAL SIGNAL
AC read
Capital Advisors Wealth Management, LLC is a Other fund managing $636356.9 trillion in assets. The fund runs a portfolio of 191 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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