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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 7 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KLAC KLA CORP Technology 2,598.0 $784K 0.09% +2K +887.8% $301.70 -38.4%
122 NFLX NETFLIX INC. Communication Services 10,483.0 $748K 0.09% -286.0 -2.7% $71.40 +12.2%
123 WPM WHEATON PRECIOUS METALS CORP Basic Materials 6,403.0 $719K 0.08% -98.0 -1.5% $112.32 +33.8%
124 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,416.0 $702K 0.08% -134.0 -5.2% $290.58 -6.9%
125 FNDE SCHWAB STRATEGIC TR 17,690.0 $702K 0.08% +4K +30.4% $39.68 +4.6%
126 MAA MID-AMER APT CMNTYS INC Real Estate 4,786.0 $665K 0.08% -930.0 -16.3% $138.93 -4.9%
127 PM PHILIP MORRIS INTL INC Consumer Defensive 3,584.0 $648K 0.08% +23.0 +0.7% $180.91 +5.9%
128 VUG VANGUARD INDEX FDS 7,374.0 $635K 0.07% +6K +432.8% $86.13 +1.2%
129 BA BOEING CO Industrials 2,901.0 $628K 0.07% +553.0 +23.6% $216.47 -0.6%
130 T AT&T INC Communication Services 30,141.0 $624K 0.07% -203.0 -0.7% $20.70 +21.5%
131 ETN EATON CORP PLC Industrials 1,406.0 $599K 0.07% +77.0 +5.8% $426.12 -2.5%
132 J P MORGAN EXCHANGE TRADED F 8,265.0 $597K 0.07% -727.0 -8.1% $72.28
133 MRK MERCK & CO INC Healthcare 4,622.0 $594K 0.07% +250.0 +5.7% $128.49 +16.2%
134 KO COCA COLA CO Consumer Defensive 7,290.0 $592K 0.07% -228.0 -3.0% $81.26 +11.4%
135 IWY ISHARES TR 1,996.0 $580K 0.07% $290.65 -2.1%
136 VIRT VIRTU FINL INC Financial Services 9,500.0 $566K 0.07% +135.0 +1.4% $59.57 +2.7%
137 FDVV FIDELITY COVINGTON TRUST 9,297.0 $561K 0.07% +3K +53.2% $60.29 +4.6%
138 IWB ISHARES TR 1,348.0 $552K 0.07% +75.0 +5.9% $409.43 +2.1%
139 CRWV COREWEAVE INC Technology 5,321.0 $530K 0.06% +511.0 +10.6% $99.54 -9.8%
140 NUV NUVEEN MUN VALUE FD INC Financial Services 55,779.0 $514K 0.06% +6K +11.2% $9.22 -2.6%
Page 7 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%