Capital Advisors Wealth Management, LLC 13F Holdings
CIK 0001824700 · YAKIMA, WA
As of Sep 30, 2025, Capital Advisors Wealth Management, LLC reported 215 positions worth $698.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 1,003,372 | $43.1M | 6.18% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 199,485 | $43.0M | 6.17% |
| ISHARES CORE S&P 500 ETF | IVV | — | 60,932 | $40.8M | 5.84% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 83,851 | $39.3M | 5.63% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 384,891 | $32.4M | 4.64% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 37,860 | $28.3M | 4.05% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 45,909 | $27.6M | 3.95% |
| JPMORGAN INCOME ETF | JPIE | — | 536,064 | $24.9M | 3.56% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 420,195 | $21.3M | 3.05% |
| VANGUARD LONG-TERM BOND INDEX FUND | BLV | — | 250,780 |