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CAPITAL FINANCIAL GROUP INC\CO\ /ADV

Q1 2026 13F Holdings

  • Location
    littleton, CO
  • Num holdings

    106

  • Value ($000)

    $182,042

  • Date Filed
    04/27/2026
  • Form type
    13F-HR
  • CIK
    0001061555
  • 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
K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$17.03M
9 %

222,520

G
GSIE

GOLDMAN SACHS ETF TR

ACTIVEBETA INT
381430107
$12.65M
7 %

293,392

U
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$12.18M
7 %

131,293

S
SPEM

SPDR INDEX SHS FDS

STATE STREET SPD
78463X509
$5.98M
3 %

127,406

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$5.07M
3 %

75,060

G
GSSC

GOLDMAN SACHS ETF TR

ACTIVEBETA US
381430602
$4.96M
3 %

66,584

F
FIXD

FIRST TR EXCHNG TRADED FD VI

SMITH OPPORT FXD
33740F805
$4.89M
3 %

112,254

A
AAPL

APPLE INC

COM
037833100
$4.81M
3 %

18,953

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$4.55M
3 %

15,470

G
GIGB

GOLDMAN SACHS ETF TR

ACCESS INVT GR
381430479
$4.05M
2 %

88,377

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