CapWealth Advisors, LLC

All 13F Filings

Location
Franklin, TN
Most recent 13F
Q3 2026
Holdings value ($000)
1,324,358
Description
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Website
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Founded
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Chairman
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CEO
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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
Q3 2026 10/5/2026 122 1,324,358 13F-HR CapWealth Advisors, LLC
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
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.225 M 92.5% 0 150.5 K -150.5 K
ETFs 99.73 K 7.5% 17.44 K 0 17.44 K
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Fund Snapshot

Q3 2026
Latest filed
10/5/2026
Total value ($000)
1,324,358
Holdings
122
QoQ value change ($000)
-133,106 (-9.1%)
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.