Capital Advisors Wealth Management, LLC
Q2 2025 13F Holdings
- Locationyakima, WA
- Num holdings
191
- Value ($000)
$636,357
- Date Filed08/13/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $40.15M | 6 % | 196,169 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $37.41M | 6 % | 60,253 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $37.00M | 6 % | 924,623 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $34.88M | 6 % | 82,157 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $31.16M | 5 % | 375,744 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $25.00M | 4 % | 37,694 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $23.95M | 4 % | 517,157 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $23.26M | 4 % | 42,169 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $21.30M | 3 % | 420,353 | ||
BLV VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | $19.47M | 3 % | 279,916 |
Rows Per Page
10
- 10
- 50
- 100