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Portfolio (Quarterly) Guide ↗

Capital Advisors Wealth Management, LLC

· CIK 0001824700
13F Portfolio $734M AUM 219 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 219 New
Page 5 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VOOV VANGUARD ADMIRAL FDS INC 5,390.0 $1.1M 0.15% NEW $204.84 +5.8%
82 XLRE SELECT SECTOR SPDR TR 26,764.0 $1.1M 0.15% NEW $40.35 +8.9%
83 MCD MCDONALDS CORP Consumer Cyclical 3,517.0 $1.1M 0.15% NEW $305.60 -7.6%
84 PYLD PIMCO ETF TR 39,784.0 $1.1M 0.14% NEW $26.68 -2.3%
85 WMT WALMART INC Consumer Defensive 8,993.0 $1.0M 0.14% NEW $111.41 +19.7%
86 MU MICRON TECHNOLOGY INC Technology 3,480.0 $993K 0.14% NEW $285.40 +138.8%
87 XOM EXXON MOBIL CORP Energy 8,218.0 $989K 0.14% NEW $120.35 +33.4%
88 PWR QUANTA SVCS INC Industrials 2,325.0 $981K 0.13% NEW $422.14 +71.3%
89 TSLA TESLA INC Consumer Cyclical 2,181.0 $981K 0.13% NEW $449.72 -8.8%
90 RKLB ROCKET LAB CORP Industrials 13,466.0 $939K 0.13% NEW $69.76 +88.0%
91 LMT LOCKHEED MARTIN CORP Industrials 1,905.0 $922K 0.13% NEW $483.74 +9.2%
92 DCTH DELCATH SYS INC Healthcare 90,500.0 $914K 0.12% NEW $10.10 +9.8%
93 USB US BANCORP DEL Financial Services 16,774.0 $895K 0.12% NEW $53.36 +0.2%
94 IBM INTERNATIONAL BUSINESS MACHS Technology 2,977.0 $882K 0.12% NEW $296.25 -24.8%
95 IJH ISHARES TR 12,891.0 $851K 0.12% NEW $66.00 +8.3%
96 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 8,876.0 $841K 0.12% NEW $94.71 +11.7%
97 MAA MID-AMER APT CMNTYS INC Real Estate 6,010.0 $835K 0.11% NEW $138.91 -7.7%
98 IJR ISHARES TR 6,924.0 $832K 0.11% NEW $120.18 +10.8%
99 JPEF J P MORGAN EXCHANGE TRADED F 10,928.0 $816K 0.11% NEW $74.69 +6.2%
100 VXF VANGUARD INDEX FDS 3,850.0 $805K 0.11% NEW $209.12 +6.3%
Page 5 of 11  ·  219 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.8%
Technology 27.2%
Communication Services 11.7%
Consumer Cyclical 7.5%
Consumer Defensive 5.0%
Industrials 4.3%
Healthcare 3.7%
Utilities 2.7%
Energy 2.4%
Real Estate 0.6%