Capital Advisors Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    yakima, WA
  • Num holdings

    215

  • Value ($000)

    $700,653

  • Date Filed
    10/16/2025
  • Form type
    13F-HR
  • CIK
    0001824700
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
F
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
808524755
$43.10M
6 %

1,003,372

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$43.05M
6 %

199,485

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$40.78M
6 %

60,932

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$39.28M
6 %

83,851

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$32.37M
5 %

384,891

---

VANGUARD WORLD FD

INF TECH ETF
92204A702
$28.27M
4 %

37,860

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$27.56M
4 %

45,909

J
JPIE

J P MORGAN EXCHANGE TRADED F

INCOME ETF
46641Q159
$24.88M
4 %

536,064

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$21.32M
3 %

420,195

B
BLV

VANGUARD BD INDEX FDS

LONG TERM BOND
921937793
$17.77M
3 %

250,780

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