§ 13F · FUND PROFILE
Capital Analysts, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3M (13F)Positions · 2122Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23K 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 MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 3.17M | $242K | 6.4% | +4% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 2.53M | $115K | 3.0% | +9% |
| 3 | IEFA | ISHARES TR | 1.09M | $99K | 2.6% | +4% |
| 4 | IVV | ISHARES TR | 120K | $78K | 2.1% | −9% |
| 5 | SPIB | SPDR SERIES TRUST | 2.06M | $69K | 1.8% | +47% |
| 6 | RWL | INVESCO EXCH TRADED FD TR II | 569K | $65K | 1.7% | +46577% |
| 7 | SPYM | SPDR SERIES TRUST | 811K | $62K | 1.6% | — |
| 8 | TDTF | FLEXSHARES TR | 2.50M | $60K | 1.6% | +9% |
| 9 | JCPB | J P MORGAN EXCHANGE TRADED F | 1.25M | $59K | 1.5% | +7% |
| 10 | IEMG | ISHARES INC | 824K | $57K | 1.5% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAPITAL SIGNAL
AC read
Capital Analysts, LLC is a Other fund managing $3 million in assets. The fund runs a massive portfolio of 2,122 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
4 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed