Universe · entity
Capital Advisors Wealth Management, LLC
Institutional manager (13F) · CIK 1824700
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $617M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $51M | 1,051,665 |
| 2 | VANGUARD SPECIALIZED FUNDS | $43M | 200,326 |
| 3 | ISHARES TR | $41M | 63,290 |
| 4 | VANGUARD SCOTTSDALE FDS | $35M | 423,173 |
| 5 | ISHARES TR | $31M | 73,740 |
| 6 | J P MORGAN EXCHANGE TRADED F | $30M | 656,955 |
| 7 | INVESCO QQQ TR | $25M | 44,164 |
| 8 | J P MORGAN EXCHANGE TRADED F | $23M | 446,612 |
| 9 | VANGUARD WORLD FD | $21M | 30,531 |
| 10 | VANGUARD WHITEHALL FDS | $15M | 164,228 |
| 11 | VANGUARD WHITEHALL FDS | $15M | 100,404 |
| 12 | APPLE INC | $15M | 58,375 |
| 13 | AMERICAN CENTY ETF TR | $14M | 127,306 |
| 14 | STATE STR SPDR S&P 500 ETF T | $14M | 21,392 |
| 15 | ISHARES INC | $14M | 198,992 |
| 16 | J P MORGAN EXCHANGE TRADED F | $12M | 227,847 |
| 17 | VANGUARD INDEX FDS | $11M | 42,381 |
| 18 | AMAZON COM INC | $11M | 50,973 |
| 19 | MICROSOFT CORP | $11M | 28,478 |
| 20 | ISHARES TR | $10M | 243,396 |
| 21 | ALPHABET INC | $10M | 35,114 |
| 22 | ISHARES TR | $10M | 97,715 |
| 23 | VANGUARD INDEX FDS | $9M | 45,929 |
| 24 | BERKSHIRE HATHAWAY INC DEL | $8M | 16,665 |
| 25 | BLACKROCK ETF TRUST II | $8M | 149,876 |
| 26 | VANGUARD MUN BD FDS | $7M | 150,291 |
| 27 | J P MORGAN EXCHANGE TRADED F | $7M | 130,582 |
| 28 | J P MORGAN EXCHANGE TRADED F | $7M | 138,983 |
| 29 | NVIDIA CORPORATION | $7M | 37,586 |
| 30 | META PLATFORMS INC | $7M | 11,438 |
| 31 | VANGUARD INDEX FDS | $6M | 71,225 |
| 32 | GOLDMAN SACHS ETF TR | $6M | 122,703 |
| 33 | COSTCO WHOLESALE CORPORATION | $6M | 6,172 |
| 34 | SCHWAB STRATEGIC TR | $6M | 191,893 |
| 35 | VANGUARD INDEX FDS | $6M | 17,920 |
| 36 | VANGUARD WELLINGTON FD | $6M | 42,269 |
| 37 | PIMCO ETF TR | $5M | 53,773 |
| 38 | SELECT SECTOR SPDR TR | $5M | 63,863 |
| 39 | J P MORGAN EXCHANGE TRADED F | $5M | 90,927 |
| 40 | GOLDMAN SACHS ETF TR | $5M | 36,455 |
| 41 | BROADCOM INC | $4M | 13,120 |
| 42 | ISHARES TR | $4M | 42,381 |
| 43 | ISHARES TR | $4M | 29,158 |
| 44 | COLUMBIA BKG SYS INC | $4M | 142,295 |
| 45 | ISHARES TR | $4M | 34,494 |
| 46 | J P MORGAN EXCHANGE TRADED F | $4M | 72,282 |
| 47 | JPMORGAN CHASE & CO | $4M | 11,963 |
| 48 | VISA INC | $3M | 11,531 |
| 49 | ISHARES TR | $3M | 34,736 |
| 50 | CONSTELLATION ENERGY CORP | $3M | 11,421 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.