Capital Analysts, LLC
All 13F Filings
- Location
- Fort Washington, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 3,805,497
- 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 | 5/14/2026 | 1,537 | 3,805,497 | 13F-HR | Capital Analysts, LLC |
| Q4 2025 | 5/15/2026 | 225 | 110,741 | 13F-HR/A - NEW HOLDINGS | Capital Analysts, LLC |
| Q4 2025 | 5/15/2026 | 1,364 | 3,503,180 | 13F-HR/A - RESTATEMENT | Capital Analysts, LLC |
| Q4 2025 | 2/11/2026 | 1,364 | 3,286,793 | 13F-HR | Capital Analysts, LLC |
| Q3 2025 | 11/14/2025 | 1,427 | 3,426,960 | 13F-HR | Capital Analysts, LLC |
| Q2 2025 | 8/13/2025 | 1,383 | 3,000,847 | 13F-HR | Capital Analysts, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.296 M | 34.1% | 6.228 K | 0 | 6.228 K |
| ETFs | 2.447 M | 64.3% | 291.9 K | 0 | 291.9 K |
| Debt | 62.74 K | 1.6% | 4.106 K | 0 | 4.106 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
3,805,497
Holdings
1537
QoQ value change ($000)
302,317
(8.6%)
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.