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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 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QCOM QUALCOMM INC Technology 7,382.0 $1.4M 0.16% -1K -13.4% $184.80 -13.0%
22 XLE SELECT SECTOR SPDR TR 22,710.0 $1.2M 0.14% -4K -14.0% $53.11 +19.8%
23 INTC INTEL CORP Technology 7,946.0 $1.1M 0.13% -204.0 -2.5% $139.62 -35.5%
24 IJR ISHARES TR 6,831.0 $1.0M 0.12% -72.0 -1.0% $148.30 -0.7%
25 LMT LOCKHEED MARTIN CORP Industrials 1,968.0 $1.0M 0.12% -22.0 -1.1% $509.48 +10.6%
26 SHM SPDR SERIES TRUST 20,775.0 $996K 0.12% -14K -39.6% $47.97 -0.4%
27 JPEF J P MORGAN EXCHANGE TRADED F 12,162.0 $977K 0.12% -214.0 -1.7% $80.33 +1.3%
28 AMD ADVANCED MICRO DEVICES INC Technology 1,666.0 $968K 0.11% -654.0 -28.2% $580.91 -18.5%
29 IJH ISHARES TR 12,370.0 $954K 0.11% -302.0 -2.4% $77.11 -0.5%
30 AKRE PROFESIONALLY MANAGED PORTFO 16,805.0 $894K 0.10% -2K -12.1% $53.19 +13.8%
31 USB US BANCORP Financial Services 13,946.0 $842K 0.10% -921.0 -6.2% $60.40 +2.7%
32 IBM INTERNATIONAL BUSINESS MACHS Technology 2,941.0 $827K 0.10% -116.0 -3.8% $281.20 -16.2%
33 SBUX STARBUCKS CORP Consumer Cyclical 7,936.0 $811K 0.10% -47.0 -0.6% $102.19 +4.8%
34 NFLX NETFLIX INC. Communication Services 10,483.0 $748K 0.09% -286.0 -2.7% $71.40 +11.5%
35 WPM WHEATON PRECIOUS METALS CORP Basic Materials 6,403.0 $719K 0.08% -98.0 -1.5% $112.32 +40.4%
36 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,416.0 $702K 0.08% -134.0 -5.2% $290.58 -8.2%
37 MAA MID-AMER APT CMNTYS INC Real Estate 4,786.0 $665K 0.08% -930.0 -16.3% $138.93 -5.5%
38 T AT&T INC Communication Services 30,141.0 $624K 0.07% -203.0 -0.7% $20.70 +22.3%
39 J P MORGAN EXCHANGE TRADED F 8,265.0 $597K 0.07% -727.0 -8.1% $72.28
40 KO COCA COLA CO Consumer Defensive 7,290.0 $592K 0.07% -228.0 -3.0% $81.26 +12.1%
Page 2 of 3  ·  55 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 35.4%
Technology 27.7%
Communication Services 8.8%
Consumer Cyclical 7.1%
Industrials 5.5%
Consumer Defensive 5.1%
Healthcare 4.3%
Energy 3.0%
Utilities 2.1%
Basic Materials 0.5%