Capital Analysts, LLC
All 13F Filings
- Location
- Fort Washington, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 4,339,932
- Description
- —
- Website
- —
- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 1,536 | 4,339,932 | 13F-HR | Capital Analysts, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.362 M | 31.4% | 65.41 K | 0 | 65.41 K |
| ETFs | 2.906 M | 67.0% | 459.8 K | 0 | 459.8 K |
| Debt | 71.91 K | 1.7% | 9.173 K | 0 | 9.173 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
4,339,932
Holdings
1536
QoQ value change ($000)
534,435
(14.0%)
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.