Capital Analysts, LLC
All 13F Filings
- Location
- Fort Washington, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 3,286,793
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.475 M | 75.3% | 0 | 48.15 K | -48.15 K |
| ETFs | 760 K | 23.1% | 0 | 71.8 K | -71.8 K |
| Debt | 29.54 K | 0.9% | 0 | 19.61 K | -19.61 K |
| Other | 22.39 K | 0.7% | 0 | 601 | -601 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
3,286,793
Holdings
1364
QoQ value change ($000)
-140,167
(-4.1%)
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.