CapWealth Advisors, LLC
All 13F Filings
- Location
- Franklin, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,457,464
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 118 | 1,457,464 | 13F-HR | CapWealth Advisors, LLC |
| Q1 2026 | 5/5/2026 | 118 | 1,347,200 | 13F-HR | CapWealth Advisors, LLC |
| Q4 2025 | 2/6/2026 | 121 | 1,461,123 | 13F-HR/A - RESTATEMENT | CapWealth Advisors, LLC |
| Q4 2025 | 2/2/2026 | 121 | 1,471,179 | 13F-HR | CapWealth Advisors, LLC |
| Q3 2025 | 2/6/2026 | 122 | 1,452,404 | 13F-HR/A - RESTATEMENT | CapWealth Advisors, LLC |
| Q3 2025 | 10/30/2025 | 122 | 1,463,146 | 13F-HR/A - NEW HOLDINGS | CapWealth Advisors, LLC |
| Q3 2025 | 10/21/2025 | 106 | 1,109,189 | 13F-HR | CapWealth Advisors, LLC |
| Q2 2025 | 7/29/2025 | 103 | 1,015,751 | 13F-HR | CapWealth Advisors, LLC |
| Q2 2014 | 8/8/2014 | 376 | 436,561 | 13F-HR | CapWealth Advisors, LLC |
| Q1 2014 | 5/12/2014 | 386 | 371,703 | 13F-HR | CapWealth Advisors, LLC |
| Q4 2013 | 2/13/2014 | 388 | 396,504 | 13F-HR | CapWealth Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.375 M | 94.4% | 89.5 K | 0 | 89.5 K |
| ETFs | 82.29 K | 5.6% | 20.76 K | 0 | 20.76 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
1,457,464
Holdings
118
QoQ value change ($000)
110,264
(8.2%)
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.