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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 5 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 100,310.0 $1.4M 0.17% -2K -2.4% $14.31 -0.8%
82 GEV GE VERNOVA INC Utilities 1,164.0 $1.4M 0.16% +154.0 +15.2% $1174.48 -17.7%
83 QCOM QUALCOMM INC Technology 7,382.0 $1.4M 0.16% -1K -13.4% $184.80 -13.0%
84 LLY ELI LILLY & CO Healthcare 1,082.0 $1.3M 0.15% +561.0 +107.7% $1199.45 +3.7%
85 BLACKROCK ETF TRUST II 25,625.0 $1.3M 0.15% NEW $49.80
86 MCD MCDONALDS CORP Consumer Cyclical 4,628.0 $1.3M 0.15% +1K +31.2% $270.33 -0.4%
87 JIVE J P MORGAN EXCHANGE TRADED F 13,581.0 $1.2M 0.15% +2K +13.7% $91.96 +5.7%
88 GSSC GOLDMAN SACHS ETF TR 13,585.0 $1.2M 0.15% +2K +15.3% $91.26 -0.7%
89 XLE SELECT SECTOR SPDR TR 22,710.0 $1.2M 0.14% -4K -14.0% $53.11 +20.0%
90 VOOV VANGUARD ADMIRAL FDS INC 5,437.0 $1.2M 0.14% $219.21 +4.0%
91 VXF VANGUARD INDEX FDS 4,838.0 $1.2M 0.14% +512.0 +11.8% $246.19 -1.1%
92 DCTH DELCATH SYS INC Healthcare 93,000.0 $1.2M 0.14% $12.59 +33.0%
93 SNDK SANDISK CORP Technology 508.0 $1.2M 0.14% +165.0 +48.1% $2273.73 -29.6%
94 INTC INTEL CORP Technology 7,946.0 $1.1M 0.13% -204.0 -2.5% $139.62 -34.0%
95 GLD SPDR GOLD TR Financial Services 2,982.0 $1.1M 0.13% $368.38 +12.7%
96 AMAT APPLIED MATLS INC Technology 1,493.0 $1.1M 0.13% $722.99 -31.4%
97 WMT WALMART INC Consumer Defensive 9,416.0 $1.1M 0.12% +414.0 +4.6% $113.26 -8.3%
98 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 9,781.0 $1.0M 0.12% +800.0 +8.9% $106.25 +6.6%
99 IJR ISHARES TR 6,831.0 $1.0M 0.12% -72.0 -1.0% $148.30 -1.3%
100 LMT LOCKHEED MARTIN CORP Industrials 1,968.0 $1.0M 0.12% -22.0 -1.1% $509.48 +12.2%
Page 5 of 12  ·  231 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%