Capital Advisors Wealth Management, LLC
Q1 2025 13F Holdings
- Locationyakima, WA
- Num holdings
181
- Value ($000)
$566,025
- Date Filed04/25/2025
- Form type13F-HR
- CIK0001824700
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $36.80M | 7 % | 189,681 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $35.00M | 6 % | 62,282 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $30.88M | 6 % | 377,653 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $28.85M | 5 % | 79,899 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $27.88M | 5 % | 771,340 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $21.80M | 4 % | 473,139 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $20.00M | 4 % | 36,879 | ||
JPSE J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | 46641Q845 | $19.58M | 4 % | 449,072 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $18.54M | 3 % | 39,541 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $17.07M | 3 % | 337,158 |
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