CAPITAL FINANCIAL GROUP INC\CO\ /ADV
All 13F Filings
- Location
- Littleton, CO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 182,042
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/27/2026 | 106 | 182,042 | 13F-HR | CAPITAL FINANCIAL GROUP INC\CO\ /ADV |
| Q4 2025 | 2/17/2026 | 105 | 179,284 | 13F-HR | CAPITAL FINANCIAL GROUP INC\CO\ /ADV |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 79.8 K | 43.8% | 0 | 78.43 K | -78.43 K |
| ETFs | 102.2 K | 56.2% | 81.19 K | 0 | 81.19 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
182,042
Holdings
106
QoQ value change ($000)
2,758
(1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.