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Capital Advisors Wealth Management, LLC

Q1 2026 13F Holdings

  • Location
    yakima, WA
  • Num holdings

    219

  • Value ($000)

    $744,919

  • Date Filed
    04/08/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
F
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
808524755
$51.46M
7 %

1,051,665

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$43.08M
6 %

200,326

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$41.34M
6 %

63,290

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$35.02M
5 %

423,173

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$31.44M
4 %

73,740

J
JPIE

J P MORGAN EXCHANGE TRADED F

INCOME ETF
46641Q159
$30.27M
4 %

656,955

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$25.49M
3 %

44,164

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$22.6M
3 %

446,612

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VANGUARD WORLD FD

INF TECH ETF
92204A702
$21.3M
3 %

30,531

V
VYMI

VANGUARD WHITEHALL FDS

INTL HIGH ETF
921946794
$15.48M
2 %

164,228

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