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Portfolio (Quarterly) Guide ↗

Capital Advisors Wealth Management, LLC

· CIK 0001824700
13F Portfolio $851M AUM 231 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 113 Added 55 Reduced 11 Exited
Page 3 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PWR QUANTA SVCS INC Industrials 3,788.0 $2.7M 0.32% +1K +54.5% $720.02 -8.0%
42 PLTR PALANTIR TECHNOLOGIES INC Technology 22,963.0 $2.7M 0.32% +1K +5.9% $116.67 +49.1%
43 VOO VANGUARD INDEX FDS 3,827.0 $2.6M 0.31% +77.0 +2.0% $686.77 +2.1%
44 SOFI SOFI TECHNOLOGIES INC Financial Services 113,162.0 $2.0M 0.24% +2K +2.1% $17.93 -0.1%
45 GSEW GOLDMAN SACHS ETF TR 20,750.0 $2.0M 0.23% +1K +6.8% $94.42 +3.4%
46 SCHG SCHWAB STRATEGIC TR 55,530.0 $1.9M 0.22% +661.0 +1.2% $33.84 +3.7%
47 PYLD PIMCO ETF TR 68,572.0 $1.8M 0.21% +11K +19.7% $26.52 -1.3%
48 JNJ JOHNSON & JOHNSON Healthcare 7,114.0 $1.8M 0.21% +1K +19.4% $253.98 +5.3%
49 CVX CHEVRON CORPORATION Energy 10,790.0 $1.8M 0.21% +303.0 +2.9% $165.76 +24.2%
50 XOM EXXON MOBIL CORP Energy 12,672.0 $1.7M 0.20% +115.0 +0.9% $136.72 +21.7%
51 IAU ISHARES GOLD TR Financial Services 22,826.0 $1.7M 0.20% +329.0 +1.5% $75.51 +12.7%
52 VEA VANGUARD TAX-MANAGED FDS 24,027.0 $1.7M 0.20% +208.0 +0.9% $71.25 +2.2%
53 IEFA ISHARES TR 15,983.0 $1.5M 0.18% +1K +8.0% $96.58 +3.5%
54 PSX PHILLIPS 66 Energy 9,097.0 $1.5M 0.18% +80.0 +0.9% $169.05 +42.0%
55 CAT CATERPILLAR INC Industrials 1,433.0 $1.5M 0.18% +35.0 +2.5% $1065.21 -23.5%
56 RKLB ROCKET LAB CORP Industrials 14,219.0 $1.4M 0.17% +845.0 +6.3% $101.65 -28.2%
57 GEV GE VERNOVA INC Utilities 1,164.0 $1.4M 0.16% +154.0 +15.2% $1174.48 -17.7%
58 LLY ELI LILLY & CO Healthcare 1,082.0 $1.3M 0.15% +561.0 +107.7% $1199.45 +3.9%
59 MCD MCDONALDS CORP Consumer Cyclical 4,628.0 $1.3M 0.15% +1K +31.2% $270.33 -0.4%
60 JIVE J P MORGAN EXCHANGE TRADED F 13,581.0 $1.2M 0.15% +2K +13.7% $91.96 +5.7%
Page 3 of 6  ·  113 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 35.0%
Technology 27.4%
Communication Services 9.8%
Consumer Cyclical 7.0%
Industrials 5.4%
Consumer Defensive 5.1%
Healthcare 4.3%
Energy 2.9%
Utilities 2.1%
Real Estate 0.5%