CapWealth Advisors, LLC
All 13F Filings
- Location
- Franklin, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,461,123
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.39 M | 95.4% | 0 | 6.919 K | -6.919 K |
| ETFs | 67.62 K | 4.6% | 14.81 K | 0 | 14.81 K |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
1,461,123
Holdings
121
QoQ value change ($000)
8,719
(0.6%)
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.